Blue Tree Financial Planning Brisbane

We can't speak highly enough of Tien Pham and the team at Blue Tree Financial Planning. From our very first insurance review, Tien took the time to walk us through a detailed needs analysis and was happy to revise the modelling multiple times as our circumstances changed, always explaining the reasoning clearly so we understood exactly what we were signing up for. Christine Wheeler in client services was also fantastic proactive with updates, quick to sort out scheduling around our work commitments, and thorough in following up on the more complex underwriting queries that came up along the way. The whole process, from the initial advice presentation through to final implementation, felt genuinely personalised rather than templated. Highly recommend if you want a financial planning team that's detailed, patient, and easy to deal with.

We have been dealing and Christine and Sue from Blue Tree Financial Planning. They came recommended to us. Both of these ladies are clearly very experienced in their field. They know their products, they are thorough and they got a great outcome for us. We are very happy with the service and would happily recommend them to potential clients. Great job ladies.

Tien knows his stuff and is able to articulate all the technicalities in simple layman terms. He is thorough and ensures that every base is covered. He is personable - easy to get along and we enjoy hanging out with him. Overall, a very positive and informative experience.

My wife and I have been working with Dan Nadal at Blue Tree Financial Planning for almost four years now, and we couldn't be happier with our experience. From the very beginning, Dan has impressed us with his availability — he's always easy to reach and never makes us feel like our questions are too small or too simple. What really sets Dan apart is his integrity. We've always felt that he has our best interests at heart, giving us honest, straightforward advice rather than just telling us what we want to hear. Managing your finances is a deeply personal matter, and it means a great deal to have someone you can genuinely trust handling it. Over the past four years, Dan has helped us feel confident and secure about our financial future. We would highly recommend Dan Nadal and Blue Tree Financial Planning to anyone looking for a reliable, trustworthy, and dedicated financial planner. v

After being handled through several different companies working with Sue at blue Tree finances was able to dig into my history, Start working on my exemptions, breakdown my payments and start making progress in the right direction. She was very clear and easy to understand. And I look forward to working with her in the future.

Kathy I can never thank you enough for all your support and kindness. You really helped me understand and helped navigate me through all the challenges I faced from paperwork to updating me through the process. My challenges with my mental health and inability to cope and understand things your help and support went above and beyond. Having insurance is one thing but knowing how to make a claim and communicate with an insurance company is another thing. Not one I could have done without your help I can never thank you enough for you dedication and kindness. I know there is still more to do and with your dedication to your clients like me I am positive this will be resolved and sorted and I can continue now with the support I most definitely need Thanks Kathy

Matt and his team have provided highly personalised and professional advice to my brother for many years. Now, as his EPoA, they are supporting me in the same exemplary manner as I take on the role of looking after his finances, I cannot thank them enough.