Blue Sky Financial Planning

How will you use the cash from the EOT sale…and is it “enough”?

Financial planning for your future

Blue Sky's approach

How much money do you need, and when, to live the life you want? This is where every conversation begins at Blue Sky. The skilled team of qualified planners help private clients and their families plan for the future with comprehensive financial planning that enables clients to get emotionally connected to their numbers.

Everyone’s number is different, based on age and life expectancy, frugalness vs extravagance, dependents and, of course, desires. However, having a fully informed strategy provides greater confidence in the future.

Blue Sky Financial Planning team

Why Blue Sky?

Blue Sky are themselves employee-owned, transitioning to an EOT in 2022. This has strengthened their client offering and ensured the legacy of the business continues.

As well as working with private clients and their families, Blue Sky also offers investment advice to companies looking to make the most of their cash.

Want to find out more about the key people behind Go EO?

Sign up for our newsletter