Your Lifetime Wealth Partner
Financial planning is not a one-time event, but an ongoing journey. It’s about making thoughtful, well-informed decisions that are consistently applied to help you achieve your goals. As your life and circumstances change, your financial plan adapts with you, ensuring it always reflects what matters most to you.
We provide clear, trustworthy financial advice that simplifies complexity, empowers your decisions, and aligns with your life goals. We partner with you to build a secure financial future - one step at a time.
What we do
We have happy, Satified Clients
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We can Assist you with
Wealth Creation
Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.
Wealth Protection
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future
Estate Planning
We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Blue Chip Super at a Glance
Years providing life-changing advice
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Qualified Advisers
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Valued clients
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Funds and Assets Under Management
$
200
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Friendly Staff Members
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Years of Collective Experience
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Our financial planning process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Step 1
Step 2
Step 3
Step 4
Step 5
Discovery Call
Let’s have a quick chat so we can find out how we can work together to help you achieve your goals.
Gather Data
We gather data on your financial situation so we take a comprehensive look at your life and finances.
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Implementation
We now put your financial plan in action by implementing all your personalised strategies.
Support
We stay in touch and regularly review your plan based on major life changes or market factors.
Our Financial Planning Process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Step 1
Discovery Call
Let's have a quick chat to see how we can work together to help you achieve your goals.
Step 1
Step 2
Gather Data
We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.
Step 2
Step 3
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Step 3
Step 4
Implementation
We set your financial plan in action by implementing all your personalised strategies.
Step 4
Step 5
Support
There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.
Step 5
The Latest from our Financial Library
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Get prepared for June 30
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What our clients say
“My wife and I came to Troy at Blue Chip Super some time ago after a series of mishaps due to poor financial advice and the GFC. We thought it extremely important to establish a trusting relationship with those handling our superannuation fund and we certainly have that at Blue Chip Super, trusting them implicitly to expertly manage our funds. We find it most helpful that all fees for their services are made known to clients in advance and are very reasonable. There is full transparency and no hidden costs whatsoever. Having a SMSF gives us full control of our superannuation. We also appreciate the personal contact from those who understand and respect our investment philosophy and keep us fully informed, responding promptly to any enquiry we make. We feel we belong to a welcoming financial organisation which is very professional, gives individual attention and has our best interests at heart.”
— Wade
“Our SMSF has been using BCS for 2 years for accounting, taxation and compliance. We have always found them to be professional, informative, helpful and friendly. They respond promptly to questions and are easily accessible when an appointment is required. We appreciate that Troy and his team has been understanding of our unique situation and made the transition from the previous SMSF manager as smooth as possible. We would happily recommend BCS to anyone wanting a no-fuss manager for their SMSF.”
— G & H
“Just a few words to say how happy we are that we are involved with Blue Chip Super. We have been with them for the past few years and we are very satisfied with the results that we're getting. If we have any problems all we do is call or e-mail and we get a quick reply and if we need to, we simply make an appointment to call in and see Troy when it suits us. We receive an e-mail every month to keep us on top with what is going on. It suits us as we don't have to worry about anything we leave all the problems to Blue Chip Super to sort out – and we hope that this support will continue into our later years.”
— Norm & Lynne
“I have been dealing with Troy Mojsoski and his team at Blue Chip Super for some years now. With some concerns about our Super losses in recent years and our pending financial security in retirement, we wanted more control. We asked Troy to revisit Blue Chip Self Managed Super. After some discussion on flexibility of investment and control over our money we decided to setup a blue Chip self Managed Fund. They were able to assist us with all the legal requirements and filling in forms explaining there necessity as we went. Blue Chip Self Managed Fund Service will continue to assist us with our investment choices into the future. The Blue chip Self Managed service gives us peace of mind knowing that with the good advice and technical support of Troy and his team we have control over our future.”
— Mal & Paula
“Happy with the service and availability of Blue Chip Super. The newsletters are very informative and helpful.”
— Ralph & Liz
“I came to the Blue Chip super Self Managed Super Service after a particularly nasty experience with a financial planner from a large well established firm that cost me in the order of 30 to 40 thousand dollars. My self managed fund was a mess and it took a lot of work and time just to sort out what I actually owned in shares so that they could be liquidated. During this lengthy period Troy was always available and extremely helpful. Once my affairs were sorted and I was settled I found my "new" fund to be a breath of fresh air. I get advice as needed and I get regular updates as well as economic trends and information in monthly blurbs. I am not harassed to participate in crazy schemes like with my previous service and the advice I now get is sound and structured. I just wish that I had found them many years earlier as I would be significantly wealthier and far less stressed.”
— Ricky A
“I've been with Blue Chip Super for several years now and find the service to be most helpful and very professional and recommendations he has put forward to me have been carefully thought through for my individual case and explained to me in plain English so that I'm able to understand without any pressure, so at the end of the day I'm the one who is control of what needs to be put forth in motion. The most important of all constant availability when I need to speak to them. The monthly snapshot I received without fail has been very helpful as it keeps me up to date with what's going on. I'm very happy with the service and most of all I feel comfortable talking to him without feeling intimidated. Highly recommended!”
— Doris L
“Blue Chip Super through its personalised touch appreciates and understands our circumstances and investment goals, and tailors a strategy to match those needs. Their featured articles are current, interesting and quite informative and educational. The on-line access to our account and investment performance is handy, accurate and up to date. We are very happy to have made the switch to Blue Chip Super.”
— David B
“We are very happy with Troy Mojsoski and his team at Blue Chip Super as they provide all the services required to manage our investments. Combine this with sound advice, friendly service and prompt return of calls and emails, proves that we are onto a winning team. Troy has been helping us manage our Super for many years and has taken us through the process of setting up of our own Self Managed Super Fund to facilitating the investments to suit our future needs. The major advantage of managing our own Self Managed Super Fund is that it allows us to have some control over our investment portfolio and with regular reviews of the investment strategy it can be tuned to suit our needs. I have found the Blue Chip Super web site easy to navigate and it presents all the information I require about our investments with graphs, tables and Excel spreadsheets. The data is presented in way that makes it easy to check the performance of our investment and if further information is required then with the click of the mouse we have instant access to research data and transaction history for our investments, no fuss, it is great. We have received excellent service over the years and have no hesitation in recommending Troy and his team and Blue Chip Super.”
— Gary & Margaret
“In 2013 we each started with $65000 in super after both working for 20 years. The investment property purchased has gone up so much and we did calculations last week taking into account the mortgage etc.
In 2017 we now have $180000 each based on price of property value, deducting mortgage etc.
So our super has increased by $110000 each in 4 years. This will continue to rise over the years. We are so pleased with the decision to set up SMSF.
We are also impressed with the service you offer.”
— Lisa Y
What our clients are saying on Google
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