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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

Sunnier Skies

Sunnier Skies

Dr Sudhanshu Kumar and his fiancé, Maria made the move from England and have recently purchased their first home in Australia with help from their financial planner, Theo Holland and credit adviser, Carol O’Shea.

When Irish Eyes are Smiling

When Irish Eyes are Smiling

Shopping for a new bed led Eamonn to Moira. A long-standing friendship with Invest Blue Credit Adviser, Carol O’Shea led the the couple purchasing their ‘heaven on earth’.

Getting back on the bike

Getting back on the bike

Emma’s story shows us that even those with great financial know how can find themselves in troubling circumstances. Some simple advice from a friend helped Canberra based Emma to get back on her Harley and back on track to achieving her dreams.

A bold investment, Bora Bora, and a Bordoodle

A bold investment, Bora Bora, and a Bordoodle

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.

a little bit of sunshine

a little bit of sunshine

Graeme and Julie dreamt of being able to provide their grandchildren with financial support, or rather, ‘a little bit of sunshine’.

My Moment

my moment

Recent articles

Be the boss of your cash
Take control of your money and take control of your family’s future.

If, like many others, your life and money feel a bit like a juggling act - paying bills here... Read More

3 ways to build financial resilience in Australia
Financial resilience is unfortunately declining in Australia. Are you prepared to bounce back when disaster strikes?

Sometimes life can throw things at us that we aren't expecting. Accidents, unemployment, or other tragedies can cause massive... Read More

Coming Full Circle
A new job, new house, and a new baby!

This young family dreamed of the opportunity to raise their children in a regional area, and spend quality time... Read More

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