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.
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
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
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.
my moment
Recent articles
Most older Aussies prefer home care over a nursing home
While nearly nine in 10 say they have a preference, less than five in 10 have discussed their wishes with their family. What about you?
According to a recent study by McCrindle, nearly 90% of Australians aged 50 and over said they’d prefer to... Read More
What info is on my credit card and why does it matter?
Find out what info is likely to be on your credit card report, how it could affect your ability to borrow money, how you can get a copy of your report and flag potential errors if you happen to find any, and some other things you’ll want to be across.
Your credit report reveals whether you’ve been paying your bills on time and it matters because it could affect... Read More
Why we resist financial advice
What's stopping so many of us from seeking help? Let's examine the anxieties that may be holding many of us back.
In our increasingly complex world, we're faced with more financial decisions than ever before. The environment we make these... Read More
