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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

From wishful hope to realised confidence

From wishful hope to realised confidence

Having found love later in life, Erica Steen and Lee Munn’s journey had all the makings of a Hollywood blockbuster - without the pre-retirement plan.

First Home Jitters

First Home Jitters

With their loan recently settled, Invest Blue client Gabrielle is busy making their new house a home. In the wake of their first major purchase, it seems Gabrielle may even be slightly financially inspired. This is their story.

Robust Relationship & Relaxing Retirement

Robust Relationship & Relaxing Retirement

Chris Cull has been a long-term client of Invest Blue Financial Planner, Steve Sewell. The pair has been working together for many years and thanks to advice from Steve, Chris has been able to retire with financial security in a place he loves, and also continue his volunteer work.

Clare’s remarkable trip to Chile

Clare’s remarkable trip to Chile

After a lifetime of conservative spending and a rather frugal lifestyle, 73-year-old Clare is now able to enjoy her retirement super and just recently embarked on a remarkable journey to South America. Her "spend little and save more" mantra, alongside the help of her Invest Blue financial adviser Adam Penman, Clare can enjoy her love of travel knowing she has financial security.

On the home stretch

On the home stretch

After working in California for three years, Joel and Lauren decided it was time to move home to Sydney as they were expecting a baby girl. With help from long time friend, Invest Blue Credit Adviser Carol O’Shea, the couple were able to find a home and settle the loan with weeks to spare before their daughter arrived.

My Moment

my moment

Recent articles

Why Australians Seek Advice
How many Australians are seeking advice? When are they seeking advice? What are the barriers? In this article we look at recent research commissioned by ASIC and look at who is getting ahead of the game when it comes to financial security.

A recent report commissioned by the Australian Securities and Investments Commission (ASIC) reveals that while 27% of Australians have... Read More

Can you do more with your super?
A little effort and clarity can go a long way when it comes to your superannuation.

Superannuation can be confusing. You can end up with more than one. It usually holds valuable insurance policies. There... Read More

The cost of caution when funding your retirement
As a society, how are we doing funding our own retirements? Do we have enough? Have we considered the right level of risk at the right time? The cost of caution is about taking on the right amount of risk at the right time. Here we explore this within the context funding your retirement.

 Each year, the percentage of Australians able to retire fully or partially funded grows each year[1]. This is largely... Read More

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