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.
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.
Client stories
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
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
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
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
Recent articles
Financial wellness in the workplace
Lack of financial wellness in Australia causes a loss of $31.1 billion in revenue per year. Employers and business’s lay strong emphasis on emotional health, physical and psychological wellbeing; however, financial wellness is often ignored.
The significance of financial wellness in the workplace is understated at most times. The truth of the matter is that... Read More
Out with the prenup and in with the pronup!
The famous prenuptial agreement; how can we avoid a prenup and better handle our finances in a relationship. Introducing the pronup!
We’re all familiar with the famous prenuptial agreement but what if there was a better way to handle your... Read More
How risky is risk? How to find an investment you are comfortable with.
Demystifying the fear of risk… is it that scary? We explore investing with a risk you’re comfortable with.
Ahhhh risk. It sounds scary, doesn’t it? How do you demystify it? What steps can you take to use... Read More
