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.
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
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.
Matters of the Heart
Craig and Sam have been client’s of Steve Fort since 2006. Whilst they have always valued their relationship with Steve, it wasn’t until Craig suffered a heart attack that they realised the true value of financial security that Steve had helped them to achieve.
my moment
Recent articles
Current scams in Australia targeting your hip pocket
Did you know in the last year the combined financial losses of current scams in Australia were over $634 million as reported by ACCC’s Scamwatch?
A terrible reality many Australians are facing as sophisticated scams target our vulnerabilities and become more prevalent during the... Read More
Your super & covid-19
In this month’s edition of Ask an Adviser, we interview our Financial Planner Tony Martin to answer your top asked superannuation questions and address some concerns our clients have had about their super during the Coronavirus pandemic.
Throughout the Coronavirus pandemic we have been able to help our clients navigate any changes they face to their... Read More
Strategies to Reduce Tax in Retirement
When planning for retirement, reviewing ways to manage and reduce your tax is integral to your financial strategy. After all, you want to ensure you’re maximising your hard-earned money and investments so you can be out living your best possible life.
The first step to creating strategies to reduce tax is to learn as much as you can about how... Read More
