Blue Chip Wealth Management Pty Ltd

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Products

  • Hundreds of investments and insurances, dependent upon your specific needs

Services

  • You are different – everything we do is all about you!
  • We don’t do ‘one size’ fits all. We only provide customised solutions.
  • The only thing you may have in common with others is that you either have a nest egg of anywhere between $250,000 and $10 million, or that’s what you want and are willing to take action to get it.
  • Generally, to achieve financial independence you need a plan. This can be tailored for specific needs such as combining multiple superannuation funds, setting up income insurance or more usually a comprehensive plan.
  • Your overall personal and business needs are examined in all areas that relate to both, ‘risk and reward’.
  • Independent research and our professional judgement will lead to advice about financial products such as insurance policies, investments, superannuation / pensions and mortgages, if required.
  • You can have access to 100’s of investment, superannuation, insurance and bank products on our menu.
  • Our task is to make sure you don’t waste money or time on any financial issue when we know we can help you.
  • Telephone Blue Chip – your trusted advisers on (02) 8188 0148 or email us at info@bluechipwealth.com.au

Licences

  • Graham Slip
  • Sub-Authorised Representative 232476 of Blue Chip Wealth Management Pty Ltd ABN 26 112 046 723
  • Corporate Authorised Representative 404974 of GPS Wealth Ltd ABN 17 005 482 726; Australian Financial Services Licence 254 544
  • Australian Credit Licence 254 544. 28 Hastings Street, Noosa Heads QLD 4567.
  • SMSF Association
  • ABN 26112046723

Specialities

  • Blue Chip Wealth Management offer a range of services including:
  • Tax Minimisation and Wealth Creation
  • - Strategic advice to reduce mortgages and build wealth
  • - Making the most of potential savings
  • - Savings plans and guidance on budgeting
  • - Strategies to reduce tax before end of financial year
  • Investment Strategies
  • - Property, property trusts, shares, ETF’s and managed funds
  • - Strategic investment to meet goals
  • - Tax minimisation
  • - Loan structuring advice
  • Risk Insurance
  • - Personal life, disability and income insurance
  • - Business principal(s) and staff insurance
  • - Estate planning
  • - Critical conditions/trauma insurance
  • Superannuation Strategies
  • - Self Managed superannuation
  • - Tax Minimisation in superannuation
  • - Personal superannuation plans
  • - Rollover/combining multiple superannuation funds
  • Retirement & Pension Strategies
  • - Tax efficient retirement income
  • - Retrenchment and early retirement advice
  • - Superannuation and private pensions
  • - Centrelink benefit optimisation
  • Business Services
  • - Business "Wills"
  • - Company superannuation and staff benefits planning
  • - Key person insurance and business succession planning
  • Contact us today! 02 8188 0148

About Blue Chip Wealth Management Pty Ltd

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