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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

10 week money bounce back challenge
Summer can be a time when our money habits slip, perhaps Christmas or a Holiday have blown the budget. Join us in getting back in shape, financially.

READY FOR A FINANCIAL BOUNCE BACK? Saving isn’t always easy, but it is essential in reaching long term financial goals... Read More

Retirement hotspots – where to invest your money
We’ve spent our whole lives working for this moment, the day start our new era of living in the golden days of retirement, but where does one choose to retire? We’ve done the research for you and have provided our top picks, taking into consideration investment and lifestyle.

Perhaps you’ve decided on a sea change or looking for a more relaxed lifestyle by the coast. You’ve worked... Read More

Bushfire Relief: Financial Support & Donating Guide
Financial support available to those affected by bushfires and how to support others in need.

As our country continues to work through the worst bush fire season on record, the number of people impacted... Read More

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