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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

A millennial’s primer to all things superannuation
It’s never to early to start thinking about your Super – here are the basics of Australian superannuation.

  Over the past decade, Australian millennials like yourself have been getting involved with superannuation. From 2007 to 2017, millennials'... Read More

Face to face with financial advice – the first meeting
What does the first meeting with a financial planner look like? Learn how it is done at Invest Blue.

  The thought of coming face to face with financial advice… do the possibilities excite you? Or does it all... Read More

When can I access my super?
Depending on how much you have in super, it’s worth considering any implications of withdrawing this money, such as how the money may be taxed, and whether a withdrawal may affect Centrelink payments, such as the Age Pension.

  Superannuation is generally intended to help fund your retirement, but there are instances where you may also be able... Read More

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