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“ Ongoing conversations together to create outcomes that matter. ”

What people say

“I've been helped by three financial advisers in the past. None has been as helpful as Ben, and none has been as free from conflicts of interest. Others recommended products from which they received kick-backs. Not Ben. I've told a number of my friends and family members how pleased I've been with Blue Summit Financial Services and several have now engaged Ben to help them, too. Warmly relational, Ben is concerned to know his clients personally in order to understand their needs and meet them. His team are equally warm-hearted and professional. Thanks heaps, Ben.”

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Bruce.

“I was lucky to find Ben 10 years ago. The investment mix he has implemented during this time has worked well. His skillful financial strategies have been very reassuring. My only regret is that I didn't find him earlier.”

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Rosanna.

“We have been clients of Ben Graham, Principal of Blue Summit Financial Solutions since 2001. During this time he has been extremely helpful in advising us of the best and safest way to manage our portfolios. Ben is a very honest and reliable adviser, he is always prompt in answering issues. We would have no hesitation in recommending Ben to any person who wants a steady reliable knowledgeable adviser.”

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Wal.

“Ben from Blue Summit was exceptionally helpful, guiding us from when we first contacted him about general financial advice through to walking us through the process of and helping us secure finance for a property purchase. Ben has been thorough, diligent and made complex matters understandable. The level of client care has been faultless. We highly recommend Ben and Blue Summit.”

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Graeme.

Our team members

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Director

Ben Graham

  • Bachelor of Commerce (Finance & Economics)
  • Completed the Certified Financial Planners education program
  • Professional Certificate in Self-Managed Superannuation
  • Advanced Diploma of Financial Services (Financial Planning)
  • Certificate IV (Mortgage Broking and Finance)
  • Justice of the Peace
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Practice Manager

Angela Graham

  • B.Medical Science
  • Graduate Certificate Applied Finance
  • Certificate IV (Mortgage Broking and Finance)
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Business Development Manager

Julia Dropmann

  • B.A
  • B.Com