Services
We have the resources to provide highly personalised financial advice encompassing all areas of personal financial planning including: tax, legal, estate planning, investment and insurance.

Working years

Personal tax returns 
Wills & Estate planning 
Personal insurance 
Superannuation 
Tax planning 
Strategies to protect your family 
Strategies to protect your assets 
Ongoing service

Retirement

Pre and Post retirement Planning 
Personal Tax Returns 
Wills And Estate Planning 
Investment Recommendations 
Portfolio Construction 
Centrelink 
Risk Analysis 
Longevity Analysis 
Ongoing Service

General advice warning

Advice and information provided here does not take into account your objectives, financial situation or needs. You should therefore, before acting on the advice, consider the appropriateness of the advice, having regards to your objectives, financial situation and needs. It is important that you understand any general advice provided is not necessarily appropriate for you. Bluewater Financial Advisers and RWD Financial Services does not recommend or guarantee the performance of any investment entered into on your behalf.
Our privacy policy: Blue Water has adopted the principles set out in the Privacy Act 1988 as part of our continuing commitment to client service and maintenance of client confidentiality. For further details, please request a copy of our Privacy Policy.