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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

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.

Matters of the Heart

Matters of the Heart

Craig and Sam have been client’s of Steve Fort since 2006. Whilst they have always valued their relationship with Steve, it wasn’t until Craig suffered a heart attack that they realised the true value of financial security that Steve had helped them to achieve.

Sunnier Skies

Sunnier Skies

Dr Sudhanshu Kumar and his fiancé, Maria made the move from England and have recently purchased their first home in Australia with help from their financial planner, Theo Holland and credit adviser, Carol O’Shea.

When Irish Eyes are Smiling

When Irish Eyes are Smiling

Shopping for a new bed led Eamonn to Moira. A long-standing friendship with Invest Blue Credit Adviser, Carol O’Shea led the the couple purchasing their ‘heaven on earth’.

Getting back on the bike

Getting back on the bike

Emma’s story shows us that even those with great financial know how can find themselves in troubling circumstances. Some simple advice from a friend helped Canberra based Emma to get back on her Harley and back on track to achieving her dreams.

My Moment

my moment

Recent articles

The Psychology of Money
We all make silly decisions with our own money. Think you are an exception?

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Supported Living; retaining your independence as you grow older.

It's no surprise that as you get older your independence becomes more important to you. Growing up it's a... Read More

How to avoid end of year financial burnout
3 tips to organise yourself and your finances so you can enjoy the holiday season.

How are you feeling after the last holiday season? A little burnt out? Ready for another holiday? Even though we're... Read More

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