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Financial Planning | Invest Blue
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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

One Day at a Time

One Day at a Time

Wishing to honour her husband’s memory and advocate for better mental health awareness, Peta Innes shares her story.

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.

Recent articles

Ask an Adviser – What’s the Point of a Financial Adviser?
Why not manage your own finances? Surely, it’s not that hard? These are the questions I’m often asked in social circumstances when people realize I’m a Financial Adviser.
Read More
Boost your retirement income using your home equity
Asset rich and income poor is the dilemma faced by many retirees. But there may be opportunities to boost your income in retirement by tapping into your biggest asset – your home.
Read More
Buying shares vs investing more into your super
There are multiple avenues to save and invest money. The money in your super is invested by your fund, in shares, on your behalf. So you may be wondering if it's worth buying shares outside of your super, or investing extra into your super.
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