Your Situation

Our clients are busy people across Sydney. Some are employees, some are employers and some are retired. While they’re all complex individuals with different goals, incomes and lifestyles, they all share one thing in common – they delegate to us so they can focus on what is really important to them.

We identify ways to maximise rewards from your existing financial resources. Our strategic financial planning services can help with the following:

All aspects of superannuation and retirement planninga
Access to Centrelink entitlements and other social security benefits
Advice with redundancy
Evidence based investing
Advice on asset ownership structures
Minimising capital gains tax on the sale of assets
Cash flow, budgeting and debt management
Risk review
Business valuation assessments
Business management issues
Business succession planning
Establishing charitable trusts and foundations
Advice and quoting on life insurance, TPD insurance, trauma insurance and income protection insurance.

And as the investment landscape evolves and legislation changes, we aim to be dynamic. Blue Diamond looks to implement strategies that adjust to changes in your individual circumstances and the changes in the world around you.