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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

Is it too late to grow my super?
Take a look at how your super balance compares to others, how much you'll need for a comfortable retirement and what you can do to maximise your financial potential.

Almost a third of Australian pre-retirees don't feel confident they'll be in a comfortable financial position by the time... Read More

Avoiding the pitfalls of psychology and money
Clearly, we shouldn’t go solo when it comes to steering our financial ship. So, if we can’t go alone, what should we do?

Saving ourselves, from ourselves – preventing the psychology behind money getting in the way of our best possible lives. Understand... Read More

Lending advisers vs DIY loans: Can you protect your wealth?
What is a lending adviser? Should you work with a lending adviser or DIY your loan? What are the Benefits of working with a lending adviser?

The world of lending is vast and, at times, feels confusing. With countless loan products available, it can be... Read More

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