In an ever increasingly complex financial and legislative world, our mission is to provide you with clear, concise and tailored strategic advice
We provide active portfolio management, and transparent investment choices that will help you reach your financial goals sooner.
We are a privately owned, fee for service financial planning firm.
We provide active portfolio management, and transparent investment choices that will help you reach your financial goals sooner.
Our team is experienced in growing your wealth, protecting your family, preparing you for retirement and providing you with peace of mind in retirement.
We can simplify the complex areas of:
- investment and portfolio management
- superannuation and self-managed super funds (SMSFs)
- estate planning and aged care strategies
- social security and tax
- retirement planning
- insurance
Logical Financial Management was formed in 2003 by Steve Blaker and James Cotis. Both Steve and James have the necessary experience, training and education to serve clients with customised financial solutions.
Logical is about clear & concise communication, taking the complex and making it simple. Without clear communication, adverse outcomes such as these may follow…
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"Many years ago when we looked for quality financial planning and advice we looked for independence, first class advice, adaptability, ability to explain and simplify options, close and responsive attention when it becomes necessary - as well as likeable people whose future would be intertwined with ours. Our experience has been all that and more with Logical Financial Management."
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"We are enjoying our extended European holiday. It’s great to be retired and reassuring that we have the means to do all of this. Thanks to your great financial planning!"
Partner with Logical
Simply complete the form below and a member of our team will get in touch within 24 hours.
