About
Blue Financial Ballarat helps locals make sense of retirement planning and wealth management from their office in the heart of Ballarat. The team, led by approachable advisors like Jarrod and Chris, is known for breaking down complex financial topics into clear, practical steps. Many clients mention feeling more at ease about their future after just one meeting, whether they're sorting out superannuation, tackling Centrelink applications, or simply wanting to retire with confidence.
It’s a welcoming spot for anyone aged 30 and up who wants to get their finances on track, but especially for those thinking about the next chapter of life. The experience is personal - no question is too small, and support continues well beyond the first appointment. Blue Financial Ballarat is all about helping people feel secure, informed, and ready for what’s ahead.
What Blue Financial Ballarat | Retirement Planning offers
- Retirement planning consultations
- Superannuation advice and setup
- Transition to retirement strategies
- Centrelink and Aged Pension application assistance
- Wealth management for professionals
- Financial plan development and reviews
What people say
Clients consistently praise Blue Financial Ballarat for clear, practical retirement planning and easy-to-understand advice that builds confidence. Reviewers highlight help with superannuation strategies, converting super into a retirement income stream, Centrelink and Aged Pension support, investment guidance, money management strategies, and insurance assistance. People also value the extras like timely reminders, education videos, personalised video advice and thorough meeting summary notes, along with responsive communication and a friendly, approachable style.
Several reviewers mentioned Jarrod for his professionalism, clear explanations and guidance that helped some retire earlier than expected. Chris is also praised for his expertise and support, including navigating Centrelink and staying on top of superannuation changes. Overall, the team is seen as knowledgeable, trustworthy and genuinely focused on clients’ goals.
Why choose them
- Located at 17 Dana St, Ballarat
- Appointments available Monday to Friday
- Personalised, jargon-free advice
- Free initial consultation for new clients
- Highly rated by local clients for approachability
- Support for both individuals and couples
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Contact
- Address
- 17 Dana St, Ballarat Central VIC 3350
- Website
- bluefinancialballarat.com.au
Hours
- Monday9am – 5pm
- Tuesday9am – 5pm
- Wednesday9am – 5pm
- Thursday9am – 5pm
- Friday (today)9am – 5pm
- SaturdayClosed
- SundayClosed
Suggest an update
- 1 · Tell us
- 2 · We check
- 3 · Live