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Financial Planning | Invest Blue
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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

One Day at a Time

One Day at a Time

Wishing to honour her husband’s memory and advocate for better mental health awareness, Peta Innes shares her story.

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.

Recent articles

What is Salary Sacrificing and Salary Packaging All About?
Simon Ashman is a Financial Planner with Strategic Invest Blue. He is passionate about helping clients improve their financial position so that they can live their best possible lives. He enjoys taking the time to best understand the long-term goals that matter most to his clients and knows that for these goals to be achieved, key strategies need to be taken advantage of. Such strategies include salary sacrifice and salary packaging. Here, Simon shares his insight on both.
Read More
What to do with a windfall or lump sum payment
So you’ve come into some money, now what to do with it?
Read More
Understanding how loans work
It is useful to understand how loan repayments work. It’s not something that is uncommon too, at times, feel intimidated by. Loans and the ins and outs of understanding formulas and keywords are simpler than you think.
Read More
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