Financial Planning Tweed Heads

Secure your families future with the help of a leading Tweed Heads financial planner, who has extensive industry knowledge and expertise in helping everyday Australians achieve what is important to them!

AREAS WE CAN HELP – Achieve A Comfortable Retirement, Greater Control of Your Finances, Avoid Bad Investment Decisions, Personal Insurances – Get You On Track & Keep You On Track!

BlueDiamondFinancial – Tweed Heads Financial Planning Professionals, proudly serving you!

What sets BlueDiamondFinancial planning apart from our competitors is that we are one of the few Tweed Heads Financial Planning businesses that has:

Blue Diamond has no ties to any bank, fund manager or financial institution. We are free to recommend what is best for you and not what is best for a large parent company’s shareholders.

Blue Diamond uses an academically proven investment process that rejects speculation and focuses on the elements you can control – diversification, asset allocation and keeping fees low.

The founder of Blue Diamond has 25+ years of experience in the finance industry. In addition, we regularly interact with a number of good advisers providing a supportive culture that ensures each client benefits from the collective knowledge base.

What this means for our Tweed Head clients, is we can help you narrow the gap between your Current Life to help you move closer to living more of your Ideal Life!

OUR MOTTO – If your objective is to retire comfortably, we guarantee you a smart step by step plan that will work for you or Your Money-back!

Top 3 Financial Advisors on Tradebusters Connect

Blue Diamond is an Accredited Business featured among the top 3 financial advisors on Tradebusters Connect

Investing - The Best Time to Plant a Tree was Yesterday, The Next Best Time Is Today!

BlueDiamondFinancial – We have your Tweed Heads Financial Planning Solutions

It is never too late to improve your financial situation. It simply comes down to having a financial plan that works for you, which incorporates a proven step-by-step process in helping you achieving what’s important you!

At BlueDiamondFinancial – Our Tweed Heads Financial Planning team will help you get the foundations right to assist you in getting back on track in helping you achieve your realistic financial and non-financial goals & objectives.

Our goal is to help you reduce financial stress, confusion and to provide you with your very own customised financial plan to help improve your financial situation.

Don’t wait to get on track to living more of your ideal life, with Blue Diamond Financial Planning, your Tweed Heads Financial Planning specialists.

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Financial Planning

Focuses on providing you with a road map to assist you achieve what is important to you. We complete a comprehensive data gathering process and modelling sessions to help you understand the entire process. We help you rate the importance of each of your goals, the realistic time frame in achieving these goals and an on-track progress report.

Are you making the most of what you have?


If you are approaching retirement, we will model your current situation to see how long your retirement funds will last (longevity) and provide ways to help your retirement savings last longer. You can’t control your investment returns, but you can control what you pay to obtain those returns.

Are you speculating or investing?

Investment Services

We have a proven robust Investment philosophy.
At Blue Diamond Financial we offer investment advice you can rely on. We don’t take unnecessary risks and we don’t adopt unproven strategies – we focus on what drives investment returns.                                                                            Are you speculating or investing?

Family Protection

Your biggest asset is not your home or car, its actually your ability to be able to work each & every day. Yet most of us have insured our home & car but haven’t protecting their biggest assets ‘themselves’.
Life Insurance, Total and Permanent Disability, Income protection, Trauma & Critical Illness Insurance
Have you protected yourself and your family?

4) Key Investment Risk Factors:

  1. Equities outperform Bonds = Equity premium
    Shares are riskier than bonds. In turn, they offer higher expected returns as a reward
  2. Value stocks outperform Growth stocks = Value premium Lower-priced ‘value’ stocks offer higher expected returns than higher-priced ‘growth’ stocks. A value stock is one that is out of favor for one reason or another.
  3. Small-cap stocks outperform Large-cap stocks = Size premium Small companies have higher expected returns than large companies. This makes sense because small companies are more of an unknown quantity.
  4. Companies with high profitability vs companies with low profitability = Profitability premium Academic researchers have discovered that adding profitability considerations to existing strategies can generate a better-expected return with lower volatility.

4) Key Investment Principles:

  1. Markets work
  2. Risk and reward are related
  3. Diversification reduces Investment Risk
  4. Maintaining discipline

These ‘premiums’ are not always present, that’s why they are called ‘risk’ factors. However, they are more likely to be rewarded. And they are available to investors if they stay disciplined over the longer term.  Are you speculating or investing?

Discuss your investing requirements with our Client Services team on 1800-773202

Free 5-Min Financial Health Check

Try Our Free ‘5-Min Financial Health Check Report.  This report is precisely calibrated to provide you with important insights into your current financial health


Your Next Step to Financial Freedom

Click a button below to request either a quick ‘Chat’ or an obligation-free ‘Discovery Meeting’ with a BlueDiamondFinancial – Tweed Heads Financial Planning Advisor who can offer you a free 2nd opinion into your current situation.

Discover how you can enjoy a financially stress-free life with the help of BlueDiamondFinancial

Not sure where to start? Simply call Martin 0498728243 or toll free on 1800 773202
We will assess your current financial situation obligation-free. Find out how our Tweed Heads Financial Planning Advisers can help you!

Have A Question? Like A Chat? Book Free Meeting?

Have A Question? Like A Chat? Book A Meeting?

Free 5-Min Financial Health Check

Try Our Free Online Financial Tools. These tools are precisely calibrated to prove you with important insights about your current financial health

Contact Us

Not sure where to start? Fill our contact form and we’ll get back to you. You can also chat with us by clicking on the chat icon below

Our Locations

Within the finance industry, it appears that the more you pay, the less you receive! Money and finances should not be expensive or confusing for that matter. Many people often struggle throughout life wasting time and worrying about their finances. You need to take control of your situation, So why not obtain a 2nd opinion to determine if you’re heading in the right direct. We are here to help you! Find out how our Financial Planning team can help you, call 0498728243 today!