DKM Investment Services has partnered with Invest Blue to provide you with Financial Planning services. We are very excited to be working with DKM and look forward to working with you in the future.
We are passionate about helping people realise their goals and dreams so that they can 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 20 years.
We are taking financial planning into the future where people are genuinely looking for someone who will help them to clarify what is most important to them, prioritise their goals and put together a plan that will help them live the best life they can.
Where we find we can provide the most value is in working with families who care about their security and future, value input and advice, and want to know they are making the most of their situation. The most important work we do is helping clients focus on the things that matter most to them and to articulate their goals clearly. From there, our recommended strategies might include a review of mortgages or insurance coverage, investment strategies, how superannuation is invested, etc. There are many financial strategies available for review, we focus on the ones that address each client’s particular needs and priorities.
We look forward to meeting you and helping you with your aspirations.
All of your existing financial arrangements will remain in place. You will be introduced to the Invest Blue team when your next progress meeting is due to occur throughout the year.
Phone: 1300 346 837.
Fax: 1300 546 837
If you’re in Coffs Harbour, you will continue to work with your planner from the Moonee Street office:
10 Moonee Street Coffs Harbour NSW 2450
If you’re in Grafton, we will now be working with you from our Invest Blue office:
1A King St Grafton NSW 2460
If you’re in Brisbane, you will continue to work with your planner at:
Level 12, 10 Eagle St Brisbane QLD 4101
If you’re in Beenleigh, you will continue to work with us at:
71 York St Beenleigh QLD 4207
If you have any questions or concerns, please get in touch.