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Crafting Tailored Retirement Plans and Wealth Strategies for Multi-Generational Success
James works in a team Ryan Scarth specialising in Retirement Planning and Portfolio Management for multi-generational wealthy families. With over two decades of combined experience, they are dedicated to helping clients achieve their financial goals and live the life they aspire to.
Since 2014 James has been assisting successful business owners in their 50’s and 60’s navigate the uncertainty of planning for retirement and preserving their legacy for the next generation. Retirement means different things to different people and doesn’t necessarily mean stopping work. Retirement means having the freedom to do what you want when you want.
James’ Retire Early Blueprint® focuses on formulating a clear vision of his clients’ ideal retirement and implements a strategic plan to grow and safeguard their wealth. It also ensures a seamless transfer of assets to the next generation.
Authorisations
Financial advisers register - Moneysmart.gov.au
James Blaufelder can advise on the following product areas:
- Provide financial product advice
- Deposit and Payment Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes
- Securities
- Superannuation
Qualifications
- FASEA National Exam, SIAA, 2020
- Grad Dip Financial Planning, Kaplan, 2018
- Professional Diploma in Stockbroking, SIAA, 2017
- Margin Lending1, Kaplan, 2014
- ADA Level 1 & 2, Kaplan, 2014
- Bachelor of Commerce Major- Finance and Financial Planning, Deakin, 2011