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

From wishful hope to realised confidence

From wishful hope to realised confidence

Having found love later in life, Erica Steen and Lee Munn’s journey had all the makings of a Hollywood blockbuster - without the pre-retirement plan.

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.

My Moment

my moment

Recent articles

Australians seeking advice – what are the trends?
Australians are increasingly investing in advice for their physical, mental, and financial wellbeing.

As much as the current turbulent times have closed many doors, it is safe to say that they have... Read More

Financial New Year – your 2020 financial reboot
2020 started off a little unexpectedly, your grand travel plans may have been cancelled and many will be feeling the financial impact of the Coronavirus for some time, it’s important not to lose sight of your goals however large or small. The start of the new financial year brings the perfect opportunity for a 2020 reboot!

Before we enter the new financial year, now is the perfect time to reset or readjust your goals, tidy... Read More

A guide to talking to kids about money
6 easy steps to get the money conversation started with your kids.

Knowing how to explain money to a child, teaching kids the value of money, budgeting and the all-important pocket... Read More

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