Client Story: Caring Hands

June 15th 2016 | Categories: Financial Planning |

Heard of zebras on the safari

For Brisbane-based Sonia Guernieri, connecting with Invest Blue has allowed her to look after her own needs and wander around the world; as is deserved after caring for others for thirty years.

Sonia took her first steps with Invest Blue back in 2009 when she met with Planner Julian Prendergast. She had inherited some money and was in need of guidance as how to invest it.

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“Invest Blue knows my profile, and Julian respects if I am not ready to do something. He is easy to talk to and explains things in a way I understand. And I like his laugh, too.”

Long story short, Sonia now has no mortgage, has paid off her investment property and is free to wander the world as she wishes.

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