Charting Your Financial Course
The most crucial step towards financial success is defining your goals and safeguarding those aspirations. With a collective experience of over 30 years in financial planning and life insurance, the advisors and partners at Page Financial bring a wealth of expertise to the table. As part of an independently owned group without product affiliations, we offer impartial recommendations tailored to your needs. Our commitment lies in providing comprehensive financial planning and life insurance services, all conveniently managed through a single point of contact.
The Mission
Our mission is to assist in creating and safeguarding a positive financial future for the community. Positioned at the forefront of a rapidly evolving economy, we maintain close collaboration with our clients. Our unwavering dedication is evident in our commitment to surpassing expectations.
Partnering for Financial Success
Page Financial proudly operates as an authorised representative of Bluewater Financial Advisors Pty Ltd, a privately owned Australian company. Bluewater Financial specialises in delivering objective financial advice to families and businesses aiming to build long-term wealth. Guided by the philosophy of “long-term relationships,” we prioritise customer care, quality service, timely results, effective solutions, and tangible value for our clients' investments.
Professional Affiliations
As a principal member of the Association of Independently Owned Financial Professionals (AIOFP) and an affiliate member of the Association of Financial Advisors (AFA) and The Tax Institute, Bluewater Financial Advisors Pty Ltd upholds the highest standards of professionalism and integrity.
Bluewater Financial Advisors Pty Ltd
Meet Kimberly Page
With decades of experience in financial services, Kimberly Page's journey began in a local bank, instilling in her the importance of savings and financial planning. Transitioning to become an agent for AMP, Kim now offers a comprehensive range of insurance and financial services to her clients, drawing on her wealth of expertise. Armed with a Diploma in Financial Planning, a CA Insurance License, and a commitment to ongoing education, Kim co-authored the book 'Safe Money' to provide invaluable insights to her clients. With a focus on building lasting relationships, many of her clients have become like family, trusting her for guidance and support in securing their financial futures.
Explore Essential Resources
Financial Services Guide
Access the Page Financial Services Guide for detailed insights and guidance.
Life Insurance
Discover must-knows about life insurance in this insightful Forbes article.
Protecting Your Assets
Read the Australian Business Review article for valuable information on safeguarding your family legacy.