Blue Wealth Investment Management Services
Blue Wealth provides highly professional, unbiased, financial advice and investment management services; delivering planning solutions that are advice led, not product driven.
One of our great strengths is the wide range of investment services and planning opportunities we are able to offer.
This means greater choice for our clients and importantly it enables us to demonstrate the impartiality of our advice because we are not constrained or influenced by the type of investment medium we can offer
Our services are generally only suitable for wealthier clients who wish to pay transparent fees for advice and service rather than be given ‘free’ advice contingent upon the sale of financial products. Unlike conventional financial services, where the advice is largely product-driven, fee-based wealth management is holistic in its approach and encompasses all aspects of a client’s financial affairs to provide a complete and genuinely impartial planning service.