Phone +61 8 9244 4394
info@blueedge.net.au

“I liked the way that you spoke at the beginning about your plans etc, what you are hoping to achieve. The fact that you have accumulated wealth- but is that success? It is always good to know if people giving advice actually accumulate wealth themselves. A totally different way of looking at success, not the usual way of approaching financial planning“
Susan Leighton - Restaurant Owner

Who are our clients

Most of our clients are introduced to us by our satisfied clients and a network of other professional advisers, such as lawyers and accountants.

We enjoy working with clients who are serious about making smart decisions about their money and want to grow their wealth. This includes having a commitment to following through on decisions. As a general rule, we prefer not to undertake one-off assignments..…we prefer to ensure that your long-term goals are achieved.

We generally work with professionals and executives and business owners. Our clients range in age from 18 into their 90’s, but most are between age 35 to their mid-to-late 60’s. Their net worth varies from zero (just getting started) into millions of dollars. 

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