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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

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’.

The snowboarding safety net

The snowboarding safety net

For young parents Dwane and Charna, income protection insurance was a saviour after a snowboarding accident left Dwane unable to work.

finding their ‘forever’ home

finding their ‘forever’ home

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.

My Moment

my moment

Recent articles

Best retirement spots for each state in 2017
Been wondering where in Australia is best to retire? Check out some of these affordable retirement spots for each state and territory.

The average savings needed to comfortably enjoy your golden years as a couple is at least $720,000 for conservative... Read More

How to re-evaluate your personal finances in the new FY
The new financial year is a time for businesses to set goals for the next 12 months, but why not use this time to re-evaluate your personal finances?

The beginning of the new financial year (FY) is an important date in the business calendar. Organisations must meet... Read More

Watch out for tax scams
Tax time is approaching and that means a juicy refund may be just around the corner.

It’s a busy time for scammers too, and last year alone 48,000 Australians fell prey to tax scams between... Read More

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