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
Ways to invest your money
Before putting your money into any investment option it’s important to make sure you understand, and are comfortable with, the level of risk involved, the investment timeframe, any potential costs involved, and how the product could help you reach your goals.
If you’re interested in seeing what your options are outside of investment property and super this article explores some... Read More
Making the mental transition into retirement
How do you prepare for a mentally healthy retirement? We explore the key areas you need to be aware of and show you where financial advice can help.
Retirement is an exciting time of life - you have freedom! Without the obligations of work, you'll reap the... Read More
Implementing your financial plan
Receiving financial advice is only the first step. The key to unlocking the benefits is through regular contact with your adviser and by changing behaviours to implement the recommendations made.
When you work with an adviser, particularly the first time, there is likely going to be recommendations to change... Read More
