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.
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
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
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
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.
a little bit of sunshine
Graeme and Julie dreamt of being able to provide their grandchildren with financial support, or rather, ‘a little bit of sunshine’.
my moment
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