- 08 8379 2716
- mail@bluewoodwest.com.au
- Mon - Fri: 9:00 am - 5:00 pm
Prepare for tomorrow, make the most of today
WHY BLUEWOOD WEST
Bluewood West is a boutique financial advice business, owned and operated by Gregory Roberts, as a part of the Bluewood Financial Advice group, with offices in Fullarton, Golden Grove and Adelaide.
We specialise in retirement and pre-retirement planning and advice.
Bluewood is licensed through Matrix Planning Solutions Ltd which is part of the Centrepoint Alliance, a network of over 500 advisers nationally.
Bluewood West has no product affiliations. We research product offerings to recommend what we believe are the most appropriate Industry Fund and Personal Superannuation products.
WHAT WE DO
We help you plan your retirement. We put you in control. If you’re contemplating retirement in the next 5 years or so, you probably have questions like:
- When can I retire – either partially or fully?
- How long will my retirement income last?
- What tax and social security entitlements are available?
- Where and how should I invest my Super?
- How do I make sure my beneficiaries are protected?
We can give you the control and financial confidence you need to transition into a great retirement, enjoying all the things you’ve worked hard for.
GREGORY ROBERTS
Gregory, the financial adviser and director of Bluewood West, has worked in the financial services industry for over 20 years across various roles in Superannuation and investment. He began working with Bluewood in 2024 with the aim of providing clear, tailored advice across retirement planning and Superannuation.
WHY GET FINANCIAL ADVICE
Financial advice can help you make better decisions about your financial future at any stage in your life. You work hard so why not make sure your money is working as hard as you are?
The value of good financial advice isn’t exclusive to ‘the wealthy’. We all have the potential to build financial independence. A skilled Financial Adviser could help you reach that potential and put thought into action, especially if you tend to put things off.
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future
Investments
Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.
Wealth Protection
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.
Estate Planning
We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Our financial planning process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Our Financial Planning Process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Discovery Call
Let's have a quick chat to see how we can work together to help you achieve your goals.
Gather Data
We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Implementation
We set your financial plan in action by implementing all your personalised strategies.
Support
There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.
BLUEWOOD
Where you're in control.
WHY PLAN FOR YOUR FUTURE
Essentially to give yourself control and confidence. Our advice, based on decades of experience, is designed to put you in control of your money.
We work with you through each step so that you can:
Build assets in a tax-effective way either leading to retirement, or in semi-retirement, so you can generate the retirement income you’d like
Employ effective investment strategies to maintain your retirement income for the duration
Make sure your beneficiaries are properly protected
Have ready access to cash for occasional spending, such as a holiday, a new car, some home improvements or any other purpose
Get the most out of your tax and social security entitlements
