Blue Tree Financial Planning Brisbane
83 Reviews
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
About the Business
Financial Planner Brisbane North | Financial Adviser | Blue Tree Financial Planning | We provide holistic tailored financial advice in Brisbane to help you navigate the financial landscape at each stage of life. Call 07 3315 5438.
Contacts
Call Us
+61733155438
504 Lutwyche Rd, Lutwyche QLD 4030
Hours
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
Features
- Wheelchair-accessible car park
- Toilets
Recommended Reviews
Patricia Marsh
02.10.2023
Blue Tree Financial Planning Brisbane
I met with Matt to talk about my plans to retire in the next few years. His advice has helped to put me in a much better position and I now feel at ease knowing that he is looking after my future. Thanks Matt and the rest of the Blue Tree team
Sharon B
10.09.2023
Blue Tree Financial Planning Brisbane
I received great advice from Matthew and he gave me a lot of confidence to go ahead with his suggestions. Can't highly recommend him enough.
Phil Trim
10.09.2023
Blue Tree Financial Planning Brisbane
Matt at Blue Tree Fincial Planning has been keeping a close eye on our financial affairs for a few years now. In particular, setting us up for our retirement via investment and superannuation funds.It's great that he likes to get to know you on a personal level as well as being very professional. It gives me confidence that he is doing the right thing for me. He is very approachable and easy to talk to.I would gladly recommend Matt and his services to anyone, from any background, anytimeKeep up the good work, Matt.
Lesley Harding
10.09.2023
Blue Tree Financial Planning Brisbane
Seeking advice regarding retirement planning and investing. I was referred to Matt and cannot recommend him more highly. Always striving to surpass his clients expectations, as well as being knowledgeable and helpful, Matt has made me feel confident that my financial future is in the best hands. Thank you to Matt and the team at Blue Tree Financial.
Michelle Johnston
30.08.2023
Blue Tree Financial Planning Brisbane
Kathy has provided immense support and advocacy to me whilst continuing to negotiate an Income Protection claim. Her knowledge and experience is evident and has been invaluable. Kathy is happy to challenge the insurance company and deal with the hard issues to get you what you are entitled to. I couldn’t have done it without her.
Ed Staff
25.08.2023
Blue Tree Financial Planning Brisbane
Mathew from Blue Tree has assisted us with our transition to and into retirement for almost 10years. Mathew has a real understanding of our needs, he has a common touch that's helped us to move forward in our post work lives. His knowledge of all the bits and pieces needed for a smooth transition is extensive and we would have no hesitation in recommending Mathew and the Blue Tree financial team to anyone looking to achieve their own financial freedom.Ed and Kim Staff.
Natasha Gillard
24.08.2023
Blue Tree Financial Planning Brisbane
Kathy was outstanding! She is personable & has good knowledge of claims processes. She went above & beyond to ensure our entitlements were met, supporting us every step of the way. She keeps the insurers honest & we couldn’t be happier with the service provided! Kathy comes with our highest recommendation.
Stephen Moffitt
30.07.2023
Blue Tree Financial Planning Brisbane
Matt has been working with us for several years and we have found him to be very professional with a wealth of knowledge on all things financial. He explains everything in a way to make it easy to understand and is genuinely interested in our needs for a financially secure future. I would not hesitate to recommend Matt and his team to any potential clients.
Cheryl Costigan
24.07.2023
Blue Tree Financial Planning Brisbane
I just want to thank Matt and Kathy for their professionalism, promptness and courtesy in all my dealings with Blue Tree Financial. I have worked closely with Kathy and have always found her helpful and reliable and feel safe knowing she is working on my behalf and taking care of the stuff I have no idea about! Thank you BTF. Highly recommended.
Andrea Gunn
21.07.2023
Blue Tree Financial Planning Brisbane
In such a traumatic time, I cant praise Blue Tree Financial Planning more. Kathy ensured our trauma and income protection happened quickly without any stress on my husband or I. Very grateful for everything!!
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Map
504 Lutwyche Rd, Lutwyche QLD 4030
Blue Tree Financial Planning Brisbane