Blair Milne

About Blair Milne – Your Trusted Wealth Management Director

In 2022, Carbon’s Wealth Management division expanded its footprint to Brisbane with the addition of Blair Milne. Since joining, Blair has demonstrated exceptional dedication and expertise, ensuring a seamless transition.

Navigating the complexities of wealth management and financial planning can be daunting, which is precisely why Blair chose to become an adviser. He enjoys breaking down complex finance topics and issues, but it’s the ability to then share his knowledge to help others navigate the complexities to achieve their goals that Blair is most passionate about.

When clients initially meet with Blair, they often have a list of aspirations for their future but they lack a roadmap to achieve them. For Blair, witnessing his clients’ dreams materialise is the most gratifying aspect of his work.

Blair can assist clients with all their financial planning needs but has a particular speciality in his ability to give advice to time-poor professionals and business owners.

Crafting Your Retirement Strategy

Blair Milne excels in crafting personalized retirement plans that empower individuals to embrace their golden years with confidence. He understands that retirement planning is a journey that requires careful consideration of financial goals, lifestyle aspirations, and risk tolerance. Blair’s strategic approach ensures that clients can enjoy a comfortable and fulfilling retirement, whether it involves traveling the world, pursuing hobbies, or spending quality time with loved ones. With Blair’s guidance, you can embark on the path to financial security and a worry-free retirement.

Effective Investment Planning

As an adept investment planner, Blair Milne assists clients in optimizing their investment portfolios. He leverages his in-depth knowledge of financial markets to tailor investment strategies that align with clients’ goals and risk tolerance. Blair is committed to helping clients make informed investment decisions, whether it’s building wealth, generating passive income, or achieving specific financial milestones. With his guidance, you can navigate the complexities of investment planning and maximize the potential of your assets.

Estate Planning Tailored to Your Needs

Blair understands that estate planning is not just about wealth distribution; it’s about preserving your legacy and ensuring a seamless transition of assets to future generations. He specializes in creating comprehensive estate plans that safeguard your assets, minimize tax liabilities, and honor your wishes. Blair collaborates closely with clients to develop customized estate planning strategies, including wills, trusts, and power of attorney documents. With his expertise, you can achieve peace of mind knowing that your legacy will be protected and your loved ones cared for.

Wealth tips from Blair

• It’s possible to achieve anything, but not everything.
• Focus on what you’re good at and outsource everything else.
• Avoid combining lifestyle goals with financial goals, as you’re likely to compromise on both and achieve neither.

Get to know Blair

Blair grew up in Edinburgh, Scotland, and met his Australian wife while teaching English in Japan after university. They now call Brisbane home!

When not helping clients achieve their personal finance goals, you’ll find Blair running, cycling or playing footy.

For expert financial advice, personalised wealth management strategies and a dedicated partner in achieving your financial goals, connect with Blair Milne. Blair is committed to guiding you toward financial success and a secure future.