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.
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.
Client stories
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
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
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
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
Recent articles
A guide to managing inheritance or a lump sum of money
What to do with a lump sum of money; whether it be from an inheritance, a gift or a withdrawal from your superannuation or retirement savings.
When you receive a lump sum of money it can be hard to decide what is best to do... Read More
Changes to superannuation work test age
There are now more options and flexibility available within superannuation and retirement planning with recent changes to the superannuation work test age as set in the 2019 Federal Budget. From July 1st 2020 the superannuation work test age will be moved from 65 to 67 years of age, allowing more time for Australians to save for retirement.
Changes to work age test Previously those aged over the age of 65 were required to meet a work test... Read More
With all-time low rates, is debt stress an issue?
How are Australian's coping with debt stress, and what will happen when JobKeeper payments end?
With ongoing economic challenges due to the COVID-19 pandemic, the economies of almost all countries are struggling. People are... Read More
