We help people just like you.
Real people with dreams and aspirations,
and real life issues and challenges.
People who want to make a difference in their life.
People who appreciate and value expert advice.
People who realise they can’t do everything themselves (especially when it comes to money).
People who know it’s about what you do, with the money you have that really counts.
People with good souls, good intentions and a good heart.
Real People
Regardless of what your life looks today, we bet you have dreams you want to come true, questions you need answered or challenges you need to deal with.
We also know the importance making sure money can serve you and your families unique needs today AND tomorrow.
Our specialty is helping people, like you, understand what you want money for, then equipping you with the financial means to enjoy your life’s journey.
Does any of this sound familiar?
If I continue with the status quo, what will life look like for me/my family?
How do I manage the competing priorities for my money, such as reducing my mortgage, choosing where to educating my kids, enjoying family holidays, owning a beach house, helping other family members or having enough put aside for retirement?
Should I be taking advantage of tax concessions to set aside money for the future eg. Investing more in superannuation, tax effective investments or property?
How can I protect my family, my assets, my income and my legacy from the unexpected?
Should I be giving some of my assets to the children now or later?
As my parents get older, how can I afford to care for them properly, the way they deserve?
If so, you are not alone.
From our experience, these are some (but definitely not all) of the important issues that most people need money for at some point in their lives.
“With the Cerulean Wealth Advisers ongoing follow up service and advice received, covering all aspects of our future financial planning including; potential market fluctuations, insurance requirements, potential holiday plans, home maintenance etc. we happily look forward to the future association and support of the Cerulean Wealth Advisers team.””
Find out more about how we can help real people just like you make better decisions with your money by reading our brouchure.