Slider background small

Menu

Homepage Triangles

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.


Learn More

Client stories

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.

A bold investment, Bora Bora, and a Bordoodle

A bold investment, Bora Bora, and a Bordoodle

Nicole and Alberto had been considering investing for some time. At 32, their years of full-time employment were paying off and they were in a good financial position to invest. Nicole and Alberto were guided through the process by Nicole’s colleague and Financial Adviser, Michael Craig.

My Moment

my moment

Recent articles

Financial advice in the spotlight
our views on the Royal Commission

As many of you may know, there is presently a Royal Commission being conducted into the conduct of the... Read More

Why your retirement plan won’t look anything like your parents did
How retirement trends are changing and how we are actually planning to 'retire'

Planning your retirement is getting more complex, so what are the key trends impacting the way we set our... Read More

Estate Planning 101
All the ins and outs; why, what’s involved, the conversations, and a checklist!

An Estate Plan is a pile of legal documents. It is also a comprehensive plan that ensures you and... Read More

Get in touch