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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

Deeds Please

Deeds Please

With help from Coffs Harbour Financial Planner Ben Warren, the Lynch family have significantly reduced their debt, purchased a new car, had a holiday to Fiji and are working towards gaining the Deeds to their Home.

“Ben has an outstanding knowledge of financial matters, backed up by the many letters after his name. His advice and guidance has been fantastic. He is a genuine person who really takes ownership in seeing his clients succeed.”

The dream family home

The dream family home

In the midst of raising a young family, Brendan helped Paul and Candice along the way to achieve their goal of a new family home.

“At the moment, we’ve got what we set out for and are keen to sit back and enjoy it.”

Caring Hands

Caring Hands

Brisbane-based Sonia Guernieri has spent over thirty years looking after others. Since connecting with Invest Blue, she’s learned how to look after her own needs, too, with a growing love for worldwide wandering.

These days, Sonia has no mortgage and has paid off her investment property, too. “I am now feeling financially comfortable, so I can take more risks and dabble a bit more. In that sense, I have things in order.”

65 countries and counting

65 countries and counting

After working for many years as a special educator, it was Jenny’s dream to have an early retirement and travel the world. In 2007, Jenny met with Invest Blue and with the help of Armidale Financial Planner David Stephen, and more recently Robert Pollard, she was able to retire even earlier than expected.

“I know that I’ve been given the right professional advice to keep my finances in order. Invest Blue have given me the guidance to make my money work better.”

In his father’s footsteps

In his father’s footsteps

Winston and Yvonne love to travel. With advice from Brendan, they are able to stay in control of their finances and make every dream adventure possible.

“Whilst I’ve dealt with money all my life in the workplace, I couldn’t do what they do. We ask questions, Brendan makes recommendations and we go through everything together. And we always have a good time.”

Striding ahead

Striding ahead

Peter Madirazza is making strides, setting and achieving goals with his running and at times covering 40km a week. Peter and his wife Karen are also making some great strides financially by setting their family up for the longer-term with thanks to their fifteen year relationship with Invest Blue’s Steve Sewell.
“Apart from our shared appreciation of sport and cricket especially, we find Steve very reassuring. Thanks to Steve, we know we have all the facts when the time comes to making decisions. He gives us peace of mind that we’re doing the right thing for our longer-term financial future.”

Living the coastal dream!

Living the coastal dream!

Two years ago, Jennifer and Bruce Etienne were encouraged by a friend to set up a meeting with financial planner, David French from Invest Blue. The ‘Baby Boomers’ had long held a dream of escaping the pressures of city life for a sea change. At 63, Bruce was finding work challenging due to his rheumatoid arthritis and the couple still had a mortgage on their home of 20 years in the Campbelltown area of Sydney. They worried that the coastal dream was simply out of their grasp. Fortunately, Invest Blue were able to guide Jennifer and Bruce financially and the couple now delightedly call a beautiful pocket of the Central Coast home.

“It’s the scariest thing I have ever done!”

“It’s the scariest thing I have ever done!”

Besides visiting an active volcano, 34 year old Kelly Naylor describes embarking on the journey of getting financial advice as one of the scariest things she has ever done. Eighteen months on, we are pleased to report that she feels it is also one of the most rewarding and life-changing decisions she and her husband, Todd (37), have ever made.

Todd and Kelly continue to strive toward their long-term financial goals, whilst enjoying life along the way with their new boat and motor bike.

Winning has meant losing for Bernadene

Winning has meant losing for Bernadene

For Bernadene Hunt the financial planning journey she embarked on a number of years ago has not just helped her achieve her financial goals, it has helped her achieve total well being for her finances, her fitness and her lifestyle.

When Bernadene Hunt was widowed in 2002 she was faced with reassessing her finances and her goals as a single person. Bernadene knew what was important to her – she wanted to be financially and personally fit so she could take on this new life on her own. She also wanted to make sure she was catered for well in retirement.

Aaron stands protected on the sideline

Aaron stands protected on the sideline

Physiotherapist and avid rugby player Aaron Hardaker was very aware that injury was a real risk in the contact sport of rugby union. What he didn’t expect was that he would end up watching from the sideline of his favourite sports and his business due to a major injury sustained not on the rugby field, but in a social game of OzTag.

When Aaron sustained a major knee injury playing a social game of OzTag the result was two knee reconstruction operations and sixteen weeks of zero weight bearing on the affected leg. This meant Aaron could not work as a physiotherapist for this time. Sixteen weeks out of practicing in his physiotherapy business could have been debilitating for the business and Aaron’s financial situation.

A Festive Retirement for Ron

A Festive Retirement for Ron

After retiring at 58, Ron sought the help of a financial planner at 65 in 2010. Ron has worked with Bernie in Penrith for five years now and together they have worked out a plan to structure his super and assets and created an income stream that allowed him to live comfortably and do the work he loves.

For the past 9 years Ron has embraced the Christmas spirit dressing as Santa to help spread the seasons’ joy.

My Moment

my moment

Recent articles

Striding ahead
Peter Madirazza switches off in a way that not everyone would find relaxing, Forrest Gump excluded – he runs and then runs some more.

He might cover 40 kilometres a week and more than twice that when training for a specific event, such... Read More

Market Watch July 2016
Catch up on all of the latest market and economic trends from AMP's leading economists.

In AMP's latest Market Watch, Dr Shane Oliver, Callum Thomas, Debbie Alliston and James Maydew discuss all of the... Read More

In his father’s footsteps
With an adventurous spirit and the help of a great financial planner, Winston and Yvonne were off on the trip of a lifetime!

Coffs Harbour couple, Winston & Yvonne Peden had already experienced their ‘once in a lifetime’ overseas trip to Canada,... Read More

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