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  • Super consolidation can be super main invest blue

    Super consolidation can be super

    Super consolidation may seem like an unnecessary task now, but it really can make a difference to your overall retirement balance. Let us paint you a picture: A 44-year old client, Bob, has just had his first Understand meeting with his new Invest Blue adviser. Bob mentioned that he has had an array of jobs…

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  • 5 insurance questions - inline 1

    Insurance: the hidden gem in your superannuation fund

    Understanding your superannuation insurance cover. We traditionally see superannuation as a place to direct and invest our retirement savings. However, superannuation can also be an effective avenue for our insurance policies. The structure of default personal insurance within superannuation differs from other ownership structures, and it is important to be aware of the key variances….

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  • Super consolidation can be super main invest blue

    Super consolidation can be super

    Super consolidation may seem like an unnecessary task now, but it really can make a difference to your overall retirement balance. Let us paint you a picture: A 44-year old client, Bob, has just had his first Understand meeting with his new Invest Blue adviser. Bob mentioned that he has had an array of jobs…

    Continue reading

  • 5 insurance questions - inline 1

    Insurance: the hidden gem in your superannuation fund

    Understanding your superannuation insurance cover. We traditionally see superannuation as a place to direct and invest our retirement savings. However, superannuation can also be an effective avenue for our insurance policies. The structure of default personal insurance within superannuation differs from other ownership structures, and it is important to be aware of the key variances….

    Continue reading

  • Investing 101 main - invest blue

    Investing 101

    A beginner’s guide to help start your investment journey.  Thanks to compound earnings, investing when you’re young is considered one of the best ways to start seeing a solid return on your money. One of the greatest gifts we can offer the next generation is a strong foundational knowledge of financial literacy, to empower their…

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  • investing in shares vs property main invest blue

    Shares vs Property: What do I invest in?

    It doesn’t have to be all or nothing. These days surplus cash can feel like a scarce commodity, but it’s always worth thinking about your next investment move that will help reach your future goals and ultimately lead you to live your best possible life. At the heart of many wealth building strategies lies the timeless…

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  • Bike riding in an open road in the country side

    How will you use your super?

    One big lump sum can look appealing to some, and daunting to others.  For most of our working lives, we spend decades contributing and watching our super balances grow – imagining where and when the money will take us. Data collected in 2023 revealed that Australians invested almost 151 billion dollars into super, an increase…

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  • international women's day post main invest blue

    Empowering Female Financial Futures

    International Women’s Day 2024 is a global celebration of the social, economic, cultural, and political achievements of women. This year’s theme is to #inspireinclusion. As we celebrate International Women’s Day 2024, it’s imperative to reflect on the progress made and the journey ahead in empowering women globally. This year’s theme, #InsipireInclusion reminds us that when…

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  • understanding new super tax main invest blue

    Understanding the new $3m super tax

    The much-debated tax on superannuation balances over $3 million is inching closer and those who may be affected should ensure they have considered the implications. Although it is not yet law, the Division 296 tax should be taken into account when it comes to investment strategy and planning, particularly about any end-of-financial-year contributions into super….

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  • Has the Australian dream of home ownership become a nightmare man invest blue

    Has the Australian dream of home ownership become a nightmare?

    As the challenges keep stacking up first home buyers are still searching for a light at the end of the tunnel.  Discussions about housing affordability are at the forefront for young Australians, prompting a reevaluation of the quintessential “Australian dream”.   For generations, the symbolism of success has been ownership of a modest house with a…

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  • anatomy of debt main invest blue

    The Anatomy of Debt

    Exploring the most common types of household debt. Not all debts are created equal, a lesson for many that is unfortunately learned before it is taught. How well do you understand the consequences that borrowed money can have on your financial future? Equally when debt can be beneficial and support your long-term financial goals. The distinction between…

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  • love and financial compatibility main

    All you need is love (and financial compatibility)

    Talking about finances with your partner might not be the obvious way to their heart, but it is the way to your flourishing future. As February rolls around, Valentine’s Day reminds us of the importance of love and connection in our lives. But amidst the romance, it’s important to remember that true love isn’t just…

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