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Wealth Creation
Diamond Blue's core business is built around protecting and creating wealth.
The wealth creation strategies deployed by our advisers are perfectly suited to busy professionals, unable to find the time to maximise their own personal wealth.
Our advisers are involved each step of the way to help take full advantage of your financial position by implementing an innovative personalised solution.
Our wealth creation advice includes:
- Investment portfolio and construction
- Structured investments
- Retirement estate planning
- Taxation planning
- Superannuation
- Investment registry, reporting, transactions and administration
- Personal stockbroking
- Managed fund selection
Retirement Planning
With an ever changing financial and regulatory environment, retirement is arguably one of the most confusing phases of life. It's important to plan your retirement well, ensuring it becomes an exciting new beginning, underpinned by a secure financial future. To achieve the retirement lifestyle you want it's critical to seek financial advice from a qualified adviser, specialising in retirement.
When you turn to Diamond Blue for retirement advice, we'll help prepare and implement a plan that encompasses:
- The required funds to live on
- Planning future cash flows
- Debt minimisation
- Practical investment strategies
- Estate planning
- Superannuation
All designed to get the most out of your retirement funds.
Insurance
Protecting yourself and your family from an unforeseen sickness or injury is an integral part of any financial plan. With numerous insurance policies to choose from, it's important you select a team who are highly experienced in researching and providing up-to-date advice.
With a constantly changing tax and superannuation landscape it pays to work with a specialist who can match your needs with the right policy.
Our knowledge on insurance covers:
- Life insurance
- Income protection insurance
- Total and permanent disability insurance
- Trauma insurance
- Key person and group insurance
- Buy and sell agreements
Online discounts available:
Information from third parties does not imply support or recommendation of another company, service or product. Diamond Blue Financial Services isn't responsible for the information supplied by third parties.
Superannuation
Will I have enough money to live on?
Retirement can be a time of immense change and uncertainty. The majority of Australian's are unaware that compulsory superannuation will not meet their needs in retirement. Working towards and transitioning to retirement, needs to be planned and carefully managed. As a self-funded retiree, we will show you how it can be done and make retirement an enjoyable part of your life.
Our team of specialists have a superior understanding of the Australian superannuation landscape, tailoring solutions based on leading market and industry research so you can get more from your super. When selecting the right super account we look at simplicity, no unnecessary charges or penalties and a long term approach of maximising your investment to meet business and personal goals.
Client Administration Services
As a high net-worth client of Diamond Blue, we offer ongoing management of your wealth so you can focus on your career and the big financial picture - not the day-to-day administration associated with your investments.
Diamond Blue's personalised ongoing management of your wealth includes:
- Share portfolio management
- Wealth management strategy
- Advice on asset allocation
- Tax efficiency
- Ongoing review and assessment of investments
- Specific advice relating to assets
- Insurance and estate planning reviews
Regular analysis of your portfolio by a personal advisor creates a superior level of service, and ensures changing circumstances and opportunities for growth and efficiency are met.
Mortgage consulting
Is your bank or personal banking officer providing the best products and rates? Does your bank manager keep changing? How can you save money on your current mortgage or commercial loan? Our experts have years of experience and have individual strategies for:
- Home loans
- Leasing
- Commercial loans
- Margin lending
Whilst not providing such services in-house, Diamond Blue has a referral relationship with Commonwealth Bank of Australia and National Australia Bank in facilitating the above mentioned services.
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