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
Government support in retirement
As you are approaching retirement or if you are already retired, it is very common for people to be worried about how much money they will need and if they have enough saved.
The Australian Government provides support to many Australians who are retired through the Age Pension. The Pension is meant... Read More
Is it better to invest in property or shares?
What are shares and how do you invest in them? What is an investment property? What are the Pros and cons of investing in shares pros and cons of investing in shares and in property?
If you're looking to build an investment portfolio, you've likely thought about whether it's better to invest in property... Read More
Have you had a claimable event when using your insurance?
What does a financial planner do to help with insurance? What is the chance of my needing to use insurance? Do insurers really pay claims? What should I do if the worst happens?
As advisers, part of our job is to understand your insurance needs. We do this as part of a... Read More
