Careers in Financial Planning | Invest Blue
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we believe it’s possible
“Some time ago, we took inspiration from Richard Branson’s theory on the importance of engaging your people”, reports David Stephen, Managing Director. “We believe creating a business environment where people are engaged, love what they do, and love coming to work directly benefits the clients we serve. It makes for an awesome place to do your best work, and it makes for excellence in service delivery.”


Our people are passionate about helping our clients achieve their dreams and making the Invest Blue experience the best it can be.

Invest Blue is committed to developing and maintaining teams of highly skilled people with our culture rewarding and encouraging innovation. We are committed to growing our people through structured training, providing rewarding career paths and continued professional development. We foster and provide opportunities for appropriate work-life balance for everyone that works here.

We encourage a team culture where our people are focused on providing consistent, enjoyable and supportive experiences for themselves and their clients.


Explore our current opportunities

Great Places to Work = Consistently in the top 10 out of the 50 best places to work in Australia

In 2018 we entered the Great Places to Work Australia study and took out #5 in the top 50 Best Places to work. In our recent survey, we placed #9 and the top in our Industry.

The Best Places to Work study is widely acclaimed in Australia. Based on one of the world’s most comprehensive studies of workplace culture by Great Place to Work Australia, the competition to place is tough. According to Great Places to Work Australia, “the quality of this year’s study was higher than ever. The success of the Best Workplaces is a testament to their willpower and innovation to retain happy, engaged, loyal, high performing workforces during challenging times.”



Our Annual Client Survey and Benchmarking – Most Trusted Advisers Network

Each year we undertake an extensive client survey as well as audit process through AMP and The Beddoes Institute. The result is the ability to qualify our experienced planners with the “Most Trusted Adviser” nomination.

Employer of Choice

Kasey Patterson, Invest Blue's People and Culture Manager

Invest Blue is proud to have been recognised as an employer of choice on a number of occasions. This achievement recognises the comprehensive and forward-thinking people and culture program we have built. We believe passionately in the work we do and it is underpinned by a strong set of core values that we live every day.

In 2018, Invest Blue was the winner of the NSW New England Northwest Regional Business Chamber’s Employer of Choice Award.

2018 Business Awards regional winner 2018 Business Awards state finalist




In 2017 we were finalists for Employer of Choice in both the New England/North West and the Central Coast Regional areas.


In 2016 we received the National Executive PA Magazine employer of the year, finding ourselves come out on top of some large players including Westpac & Suncorp.


In 2015 we were the very honoured recipients of the NSW Regional Employer of the Year award.



Careers At Invest Blue

Invest Blue offers the chance to work in an exciting and dynamic industry. Invest Blue provides a range of benefits to employees, including a flexible working environment, a free financial plan, employee share scheme, team bonus opportunities, professional development and discounted loans.