Bloom Financial Advice uses independent economic, investment and technical experts from Australia & overseas so that we have a comprehensive outlook from a global perspective.

We are constantly researching and analysing economic and financial information and trends to make informed investment recommendations.

Bloom Financial Advice provides advice into the above assets without restriction which has been essential to protecting our clients capital whilst maximising investment opportunities.

Direct Equities

We can provide direct share recommendations for our clients through Commsec Adviser Services which is owned by the Commonwealth Bank in addition to Dalton Nicol Reid Portfolio Management.

Income Yielding Investments

We recommend clients consider holding their cash allocation directly and we are constantly reviewing which institutions are providing the most attractive interest rates.

Direct Property

For direct property advice we suggest clients engage the services of a fee for service property advocacy firm.

This is general advice only and is not a recommendation for your personal circumstances.