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Blue Tree Financial Planning Brisbane
Personalized financial guidance for a secure and prosperous future in Brisbane.
5
Financial Advisor
$$$
Personalized financial guidance for a secure and prosperous future in Brisbane.
Blue Tree Financial Planning Brisbane provides comprehensive financial advisory services tailored to individual and family needs. Located in Lutwyche, the firm specializes in retirement planning, insurance claims assistance, and investment strategies, with a team of experienced advisors like Dan Nadal and Kathy offering dedicated support. Known for exceptional client care and professional expertise, Blue Tree helps clients navigate financial challenges and achieve long-term goals with confidence.
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Personalized strategies to help you achieve a secure and comfortable retirement, including investment advice and savings plans.
Expert support in navigating insurance claims, with proactive communication and advocacy to ensure timely payouts and reduce stress.
Tailored investment advice and portfolio management to grow your wealth and meet long-term financial goals.
Comprehensive guidance on selecting and managing life, health, and other insurance policies to protect you and your family.
One-on-one consultations to assess your financial situation and develop customized plans for debt management, savings, and future planning.
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Overall rating
Deborah Keetley
The wonderful Christine Wheeler at Blue Tree Financial always, without fail, goes above and beyond. I would recommend her absolutely everything and have been dealing with her for more than 15 years (or thereabouts) now. She is the embodiment of excellence is service and ability.
Jade Nelson
The assistance provided by Blue Tree Financial Planning (in particular, Kathy) has been exceptional. She has alleviated alot of stress in assisting us with personal insurance claims with her great communication, professional representation, vigilant follow-ups and her general guidance and recommendations. We are greatly appreciative of her support during this process. We highly recommend Blue Tree Financial Planning and Kathy for going above and beyond for their valued clients.
claire thurston
After a very poor and expensive experience with another financial advice firm we were referred to Dan Nadal about 5 years ago. We followed him to Blue Tree as we were so very happy and confident in his abilities. Dan has guided us through some challenging times and set us up for a great retirement. We always feel well informed and in control of any decisions and have no hesitation in recommending him to others.
jenny harrison
Blue Tree has been my financial planner for almost 12 months now. I have been impressed with the level of contact and assistance from Dan, Dominique and the rest of the crew. I also appreciate the home visit. Very happy!
Geoff Heaven
Saying goodbye to a loved one is always difficult. It’s a stressful, emotional time, and hard enough to deal with without having the challenge of trying to claim on a life insurance policy. My mother in law had been attempting (unsuccessfully) to obtain a claim form directly from the insurance company for weeks so she could just start the claim process. Just a claim form. Seeing her distress, I contacted Bluetree Financial Planning (our broker) and was put through to Kathy to see if she could provide advice as to how to proceed. Best decision ever. Kathy immediately took control of the situation and contacted the insurance company on our behalf. Within literally days, things were finally moving. The process had commenced, Kathy was keeping in close contact with the insurance company, and making sure we were kept informed every step of the way. It only took Kathy a couple of weeks to get the claim paid, but honestly, if it wasn’t for Kathy’s extensive experience, knowledge, tenacity and compassion, I have no doubt we’d still be fighting with the insurance company just to get a claim form. Without a doubt, Kathy is in a class of her own when it comes to handling insurance claims. Having someone like Kathy in our corner took the stress out of claiming. The process (through Kathy) was straightforward, and our family has absolutely no hesitation in recommending her to anyone looking for an insurance specialist. We are beyond grateful and honestly cannot thank Kathy enough for her assistance during what was a very difficult time. If you need insurance, please do not hesitate to contact Kathy. She will go above and beyond to put the best policy together for your situation and when it comes time to claim, she will still be there, making sure the claim process is as smooth and stress free as possible.
