Business Details
27 Years
experience
Your Trusted Financial Advisers in Perth
Blue Edge was founded in 1999 by Christina Cabrera, who identified a gap in accessible, client-focused financial advice. With over 50 years of combined experience between directors Marion Deegan and Christina Cabrera, the firm specialises in holistic financial planning tailored to individual life stages. The team prioritises transparency, education, and long-term relationships, offering services from investment strategy to retirement planning.Accredited qualifications and a commitment to continuous learning ensure clients receive expert guidance. The firm's philosophy centres on empowering clients through clear communication, ethical practices, and a personalised approach that adapts to evolving financial landscapes.
Services
Financial Planning
Superannuation Advice
Retirement Strategy
Wealth Creation
Estate Planning
Insurance Guidance
Money Mindset Coaching
Details
- Year established: 1999
Highlights and features
- We offer 50+ years of combined financial planning experience
- Our client-centric approach prioritises your long-term goals
- Transparent fee-for-service model with no hidden charges
- Specialised expertise in retirement and investment planning
- Proven track record with Perth-based clients since 1999
Associations and certifications
- Certified Financial Planner
- Accredited Aged Care Practitioner
- Corporate Authorised Representative (ASIC 290536)
What people say
Expert guidance
Transparent communication
Personalised service
Improved confidence
Successful outcomes
Services
Financial Planning
Our financial planning service creates tailored roadmaps for your financial future. We analyse your current situation, goals, and risk profile to develop comprehensive strategies covering investments, retirement, and estate planning. With ongoing reviews, we ensure your plan adapts to life changes and market conditions. Clients benefit from our expertise in integrating tax efficiency, insurance protection, and wealth preservation techniques.
Superannuation Advice
Specialised guidance on optimising superannuation investments and rollovers. We help clients consolidate accounts, select appropriate funds, and maximise contributions while complying with regulations. Our advice considers your retirement goals, risk tolerance, and tax implications. We provide strategies for both pre-retirees and those seeking to grow their super balances through effective investment choices.
Investment Strategy
Customised investment planning to grow your wealth according to your risk profile and timeframe. We assess market opportunities, diversification needs, and tax implications to create balanced portfolios. Our approach combines technical analysis with behavioural finance principles to maintain disciplined investing. Regular portfolio reviews ensure alignment with your evolving financial objectives and market conditions.
Estate Planning
Comprehensive estate planning services to protect your assets and ensure your wishes are honoured. We coordinate with legal professionals to create wills, power of attorney documents, and trust structures. Our advice focuses on minimising tax liabilities, protecting beneficiaries, and ensuring smooth asset transfer. We help clients understand complex estate regulations and implement appropriate safeguards.
Money Mindset Coaching
Behavioural finance coaching to improve your relationship with money. This service addresses emotional barriers to financial success through practical strategies and mindset shifts. We help clients develop healthy spending habits, overcome debt cycles, and build confidence in financial decision-making. Our approach combines financial expertise with psychological insights for lasting behavioural change.
People
Marion Deegan
Managing Director
Certified Financial Planner with 25+ years' experience, Marion specialises in retirement planning and investment strategy. She holds a Bachelor of Commerce (Accounting) and Diploma of Financial Planning, combining technical expertise with practical advice.
Christina Cabrera
Director
Financial planning expert with 28 years' experience, Christina focuses on behavioural finance and women's financial empowerment. She holds multiple qualifications including Certified Money Coach and Master Practitioner of NLP.
Questions
What areas do you specialise in?
We specialise in financial planning, superannuation advice, retirement strategy, investment management, and money mindset coaching tailored to individual life stages.
Are you only for high-net-worth clients?
No, we work with clients at all income levels. Our services focus on helping anyone seeking to improve their financial future regardless of current wealth.
How are fees structured?
We operate a transparent fee-for-service model with no hidden charges. Fees are discussed upfront during our discovery meeting based on the scope of required advice.
Do you offer ongoing support?
Yes, we provide regular financial check-ups to review and adjust your plan as needed, ensuring it remains aligned with your goals and changing circumstances.
What makes you different from other advisers?
Our holistic approach combines technical expertise with behavioural finance insights, focusing on both financial strategies and mindset development for lasting results.
How do I start working with you?
Begin with our obligation-free discovery meeting to discuss your needs. If we're a good fit, we'll develop a tailored financial plan through collaborative consultations.
Videos
Reviews (1)
Sherryn McBride
Jan 28, 2019
Report
Christina and Marion are the steady sails on the ship. Always educating you towards sound financial ideas. I've been a client of Blue Edge for 8 years now and very happy to be!
