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.
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.
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.
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.
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’.
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.
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