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This is your journey. It’s possible.

No matter what stage of life you are in, we are here to help. Invest Blue is passionate about helping people realise their dreams.

It’s what drives us to get to know you and understand what inspires your goals and to dig deeper into the research to ensure the advice we give is the best for you.


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Client stories

Matters of the Heart

Matters of the Heart

Craig and Sam have been client’s of Steve Fort since 2006. Whilst they have always valued their relationship with Steve, it wasn’t until Craig suffered a heart attack that they realised the true value of financial security that Steve had helped them to achieve.

Sunnier Skies

Sunnier Skies

Dr Sudhanshu Kumar and his fiancé, Maria made the move from England and have recently purchased their first home in Australia with help from their financial planner, Theo Holland and credit adviser, Carol O’Shea.

When Irish Eyes are Smiling

When Irish Eyes are Smiling

Shopping for a new bed led Eamonn to Moira. A long-standing friendship with Invest Blue Credit Adviser, Carol O’Shea led the the couple purchasing their ‘heaven on earth’.

Getting back on the bike

Getting back on the bike

Emma’s story shows us that even those with great financial know how can find themselves in troubling circumstances. Some simple advice from a friend helped Canberra based Emma to get back on her Harley and back on track to achieving her dreams.

A bold investment, Bora Bora, and a Bordoodle

A bold investment, Bora Bora, and a Bordoodle

Nicole and Alberto had been considering investing for some time. At 32, their years of full-time employment were paying off and they were in a good financial position to invest. Nicole and Alberto were guided through the process by Nicole’s colleague and Financial Adviser, Michael Craig.

My Moment

my moment

Recent articles

What do you want your retirement to look like?
Understanding what you truly want out of retirement and making it happen

There’s no doubt that for most Aussies, our lives are busy. You’ve worked hard to be where you are;... Read More

The Euro trip of a lifetime
Invest Blue’s Kasey Patterson and husband, Chad, embarked on a European trip of a lifetime.

Having recently embarked on their first European holiday together, Armidale’s Kasey and Chad Patterson firmly believe the value of... Read More

Preparing for 2017-18 EOFY
What you can do before June 30 to boost your financial situation

As June 30 approaches yet again, there are a number of things that you can do to take advantage... Read More

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