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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

finding their ‘forever’ home

finding their ‘forever’ home

Tim and Leonie Wrightson had a day of madness when they sold their home, bought a new one and settled all in one day. Their adviser Justin Beh was with them at every step, calmly reassuring them and alleviating much of the stress.

picture perfect

picture perfect

Ross and Pat Simshauser are very thankful that five years ago, they made the decision to seek financial advice with Invest Blue. In their own words, they ‘really turned a corner’ once Steve Sewell and Invest Blue began managing their finances. The Simhausers had instant results and have been able to enjoy the things they love in retirement with financial peace of mind. They’re particularly keen on travelling regularly within Australia and Ross has a great passion for landscape photography.

relishing retirement

relishing retirement

New Zealand born Michael Snelling continues to enjoy his retirement – it brings him the freedom to do what he finds pleasurable such as volunteering, travelling and spending time with his three adult children and six grandchildren who also reside in Sydney. Since retiring from the banking industry over a decade ago, Michael has been guided in his money matters by financial planner, Bernard ‘Bernie’ Fehon.

Beefing up the Business

Beefing up the Business

For Tim Vincent, farming cattle is in his blood and he's as passionate about it now as he was as a 12-year-old kid. Last year, with the support and encouragement of their Invest Blue financial advisor, Steve Sewell, Tim and Margaret purchased a nearby property so they could expand their business.

a decade of direction

a decade of direction

Erik and Margaret Dekkers of Manilla were struggling with a clear plan towards retirement. They had met with a few different advisers; but had not found one who seemed to understand their vision or provide a clear plan they felt comfortable with. Fortunately, over a decade ago, the Dekkers became clients of Steve Sewell and 17 years on from Erik’s retirement, their money continues to grow.

My Moment

my moment

Recent articles

3 stats proving you should get financial advice
Whether you're taking your first financial steps or already investing firmly in your future, most people can benefit from financial planning in Australia.

Who can benefit from financial planning in Australia? We would argue almost everyone! But don't just take our word... Read More

Can refinancing my home loan save me money?
By replacing your existing loan with a new one, you could take advantage of a better deal.

Even if you secured a competitive package when you first took out your home loan, it’s worth reviewing each... Read More

Are SMSFs suitable for everyone?
The average profile of an SMSF member in 2017 is dramatically different from the stereotype that has arisen over the years.

The average SMSF member in 2017 is a different kettle of fish to the stereotype you may have conjured... Read More

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