On the 30th of March 2023, GrowUp Financial merged with Invest Blue to provide Financial Planning services.
GrowUp Financial is pleased to announce its merger with Invest Blue. This marks a significant milestone for both companies and ensures uninterrupted and enhanced advice and customer service for our valued clients.
As a result of the merger, GrowUp Financial clients can expect to receive the same exceptional service from the team they are accustomed to. The Financial Advisers and support staff from GrowUp have seamlessly transitioned to Invest Blue, guaranteeing continuity in client relationships and personalized financial planning.
With over 20 years of experience in the Australian financial planning industry, Invest Blue is a trusted name in delivering long-term, quality advice to clients. Invest Blue’s commitment to becoming Australia’s trusted home of great advice aligns with GrowUp’s mission to provide comprehensive support and enable clients to always make informed financial decisions.
By joining forces with Invest Blue, GrowUp Financial ensures that clients will benefit from Invest Blue’s extensive advice, compliance and governance as well as business management resources and financial modelling tools as well as their commitment to client satisfaction. Invest Blue’s employee-owned structure and its focus on cultivating long-term relationships ensure that clients receive the highest service and support.
Clients are encouraged to explore the Invest Blue website to learn more about the company’s services and values.
Who is Invest Blue?
At Invest Blue, we empower people to live their best possible life. This may seem like a big task – but we thrive on it and have been helping our clients do just that for over 25 years. Invest Blue is a healthy, growing financial advisory practice because we work hard to deliver outcomes to our clients. We have 25 locations across VIC, NSW, ACT, QLD, and TAS.
We believe in a holistic approach to financial planning; this is why there are more of us working behind the scenes to support the incredible work our Advisers and Relationship Managers undertake to help clients feel confident, be clear about their dreams and goals, and ensure you’re comfortable that you are on the right path to realising them.
What will change?
The Team from the GrowUp Erina office have now relocated to the Invest Blue Erina office:
Unit 4, 148-159 Central Coast Highway
Fountain Plaza, Erina NSW 2250
PH: 1800 343 837