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.
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.
Graeme and Julie dreamt of being able to provide their grandchildren with financial support, or rather, ‘a little bit of sunshine’.
For young parents Dwane and Charna, income protection insurance was a saviour after a snowboarding accident left Dwane unable to work.
Tim and Leonie Wrightson had a day of madness when they sold their home, bought a new one and settled all in one day. Their adviser Justin Beh was with them at every step, calmly reassuring them and alleviating much of the stress.
Ross and Pat Simshauser are very thankful that five years ago, they made the decision to seek financial advice with Invest Blue. In their own words, they ‘really turned a corner’ once Steve Sewell and Invest Blue began managing their finances. The Simhausers had instant results and have been able to enjoy the things they love in retirement with financial peace of mind. They’re particularly keen on travelling regularly within Australia and Ross has a great passion for landscape photography.
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