Responding to COVID-19

Discover information and resources to help you through the Coronavirus pandemic.

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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

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.

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.

My Moment

my moment

Recent articles

Holiday spending and the economy
Did you know last year Australians spent $52.9 billion dollars over the festive season? Given the ongoing financial impacts of COVID-19, we share some key insights into the 2020 expected holiday spending figures and how you can further support the Australian economy.

Recent insights from the Australians Retailers Association reveal Christmas holiday spending is expected to increase by 2.8 per cent... Read More

Negative Vs Positive Geared Investment Properties
Gearing is the process of using borrowed money to make investments. The income from investments can either be positively geared or negatively geared, each has its own advantages and disadvantages.

When it comes to choosing any investment your timeline, goals, overall financial position, and risk tolerance should always be... Read More

How much does a single person need to retire?
Did you know over the last decade there has been a rise in Australians living and retiring solo? So, you’re not alone! Financially it can be harder for singles in retirement compared to couples, and many people do wonder how much does a single person need to retire?

With divorce rates highest amongst those nearing retirement (eg. aged 50 ) as reported by the Australian Bureau of... Read More

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