Over the years, Ben has formed a strong relationship with his clients based on trust, a solid set of family values and quality advice. With his decision to retire from Financial Planning, we are honoured to be working closely with Ben to learn about each of his clients and support their transition to a new adviser. At Invest Blue, we also believe strongly in family values and look forward to forging new relationships based on sound financial advice and support over the months and years to come.
We are passionate about empowering people to realise their dreams and goals 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 usually find we provide the most value when 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 our clients focus on the things that matter most to them and to articulate their goals clearly. 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.
For Ben’s former clients, all of your existing financial arrangements will remain in place. You will be introduced to our team when your next progress meeting is due to occur throughout the year.
Our phone number is 1300 346 837.
You can email us at any time at firstname.lastname@example.org