We are a financial planning business based in Nedlands and have been providing professional planning advice since 2009 as D.W Financial Planning and Wealth Management, and in 2011 changed business name to Bluebridge Financial Advisory.

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

Bluebridge Financial Advisory is an award winning financial planning practice committed to making your financial life easier. Our diverse expertise ranges from wealth creation strategies to retirement planning; devoting the full extent of our knowledge no matter how complex your situation. We listen to your needs and aim to integrate all of your financial goals so that your plan becomes a trusted resource for your financial success.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:

  • choose appropriate investment strategies
  • plan for your retirement
  • protect you and your family
  • make the most of your superannuation
  • budgeting & managing your money

For more information about us, including areas we specialise in, please download our Financial Services and Credit Guide/Financial Services Guide

Dale Walsh

Director & Financial Planner

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