About us
BlueGum Financial is an Australian-owned practice focused on evidence-based strategies and transparent, client-first advice.
- Fiduciary duty & Best Interests Duty at the core
- Conflict-free, fee-for-service advice models
- Secure client portal for documents & tasks
What we do
📈
Wealth creation
Portfolio & investment management using diversified, low-cost strategies.
- Goal-based investment plans
- Tax-aware portfolio rebalancing
- Education funds & investment bonds
🛡️
Wealth protection
Personal risk advice & insurance placement.
- Life, TPD, Income Protection, Trauma
- Policy structuring via super or personal
- Claims assistance & reviews
🏖️
Retirement planning
Superannuation, pensions, annuities & social security strategies.
- Account-based pensions & TTR
- Age Pension & means testing
- Cash-out & recontribution strategies
💵
Cashflow & debt
Budgeting frameworks and smart debt reduction plans.
- Offset & redraw strategies
- Debt recycling frameworks
- Emergency reserves planning
🏠
Finance & mortgage broking
Lending solutions for homebuyers, investors & businesses.
- Residential, investment & commercial lending
- Asset finance & commercial loans
- SMSF LRBA arrangements
🤝
Ongoing advice
Year-round support, reviews and compliance reporting.
- Annual strategy & portfolio reports
- Behavioural coaching
- Secure document portal
Contact us
Office
Level 5, 100 Collins St, Melbourne VIC 3000
Call: 1300 000 000 · Email: hello@bluegum.example
General advice only. Consider the PDS & TMD. ABN 00 000 000 000 · AFSL 000000.
