Blue Summit Financial Solutions

I found Blue Summit to be very professional, very thorough, and very easy to work with. At this critical time in my life and career, Ben from Blue Summit gave me clear, easy-to-understand, simple steps to plan for my retirement. The whole process was seamless and has given me strong confidence and peace of mind that I have a sound plan moving forward. I strongly recommend Blue Summit to my Family, friends, and colleagues!

Ben and Angela (Blue Summit FS) are very professional, knowledgeable and honest with an acute view of their clients' financial positions and goals. Their approach and the quality their advice has kept my custom for numerous years and through several serious corrections" with the nett result that my portfolio has continued to thrive and grow.I wholeheartedly recommend them."

I've been helped by three financial advisers in the past. None has been as helpful as Ben, and none has been as free from conflicts of interest. Others recommended products from which they received kick-backs. Not Ben. I've told a number of my friends and family members how pleased I've been with Blue Summit Financial Services and several have now engaged Ben to help them, too. Warmly relational, Ben is concerned to know his clients personally in order to understand their needs and meet them. His team are equally warm-hearted and professional. Thanks heaps, Ben.

I highly recommend Ben and Angela from Blue Summit and have full confidence in their investment recommendations and strategies.I have trusted Ben with my personal financial investments for over 10yrs and have always followed his sound advice. His research is always thorough and focused, in keeping what I believe is required to maximise my return, which has now given me what I require, to retire comfortably.He always brings solid evidence along to every meeting and follows up quickly on all his advice.On a personal level I wish to thank both Ben and Angela for being always friendly, professional, considerate and courteous, every visit, which is also refreshing.

Getting life insurance for my partner and I was something I had on my to-do" list but I had no idea where to start. From reading Blue Summit's previous reviews it sounded like working with Ben would be a good choice and now I can confidently say

I first made contact with Ben and his team some 7 years ago to see what process he could offer that would assist me to understand a suitable investment model that would cover me into my retirement. He developed a comprehensive personal plan for me, that I still use today. His investment advice laid a roadmap that gave me a high degree of confidence regarding an income stream and access to a visible and clearlive" information model covering my investments. I highly recommend Ben and his team."

I have been in the care of Ben from Blue Summit Financial solutions since my retirement in April 2017.At that time, like many people, I knew how to earn money and how to spend money but when it came to financial planning I was definitely a novice.I found Ben to have a welcoming, friendly, professional and personable nature.I was very impressed with the personalised professional service and advice given to me and how he has tailored this specifically to suit my situation and future needs.Ben’s up to date expertise in the financial sector creates a trust and reassurance that has ensured that I never go to bed worrying about putting my finances in his care.I highly recommend Blue Summit Financial solutions and their services to anyone looking for atrustworthy partner who always has your best interests at heart.

Some 5 years ago, after having less than satisfactory advice from other Financial Advisors, I was fortunate to come across Ben & Blue Summit. Since then I have been extremely happy with Ben's advice & assistance in managing my wife's & my portfolio. My only regret is that I didn't find Ben in the first place.Ben has always been punctual & knowledgeable in dealing with any matters I have had, it is clearly apparent his advice & guidance is given with our best interests at heart, this enthusiasm & commitment to his role is demonstrated through his Economic Updates held throughout the year. This forum gives client's a chance to hear first hand where financial markets are trending thereby helping to manage any concerns & expectations of client's in what is becoming a more & more volatile world.I have no hesitation in recommending Ben & Blue Summit. he has without doubt been instrumental in our retirement being stress free.

My mother has been using Blue Summit Financial Solutions for many years and has been very happy, so when I needed to contact a financial advisor I had no hesitation in contacting Blue Summit. Ben and Angela have been more than helpful and I like the fact that they do not promote their own products or receive any kick-backs. The way they work my portfolio with the investment mix has been excellent and I have been able to retire in the knowledge that Ben is looking after my interests. Ben is readily available to advise the best way to manage my portfolio and to reassure if any issues arise. He is always prompt in returning calls, is very knowledgeable and is able to convey his meaning to those of us who are not all that financially adept with ease. I would not have any hesitation in recommending Ben and Blue Summit Financial Solutions.

Before I retired, my wife and I needed some help to review our situation and consolidate our Super accounts, along with other advise we needed at the time. My wife found Ben at Blue Summit and we have been very pleased we did. We find Blue Summit very trustworthy, especially in today's world of less than flattering stories about Super Funds and the various advisers that are around in the Financial Sector. It has been some years now and we are in stress free retirement especially knowing that I can talk to Ben at any time and that our funds are in a low fee, safe environment. I highly recommend them.