Knowledge Centre
Invest Blue is passionate about empowering people to reach their goals and dreams by providing quality, tailored financial advice.
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Financial Health Check
Not sure where you are on your journey?
We recommend starting with our Financial Health Check.
At the end you will receive a score and a tailored report, which will be emailed to you. The report will provide general information based on your situation.
This form will take approximately 10 minutes to complete.
Retirement Planning
- Preparing for retirement
- Transitioning into retirement
- Debt reduction
- Estate planning
- Living your dream retirement
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Home Loans and Leveraging Equity
- Home loan options
- Refinancing
- First home owners
- Leveraging home equity
Budgeting & Goal Setting
- Identifying your dreams and goals
- Understanding where you are now
- Building a budget that works for you
- Money mindsets
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Debt Management
- Strategies to reduce debt
- Good debt and bad debt
- Debt recycling
- Money mindsets
Estate Planning & Inheritance
- Estate planning and Will preparation
- Coming into an inheritance
- How tax works when giving or receiving an inheritance
- Family succession planning
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Aged Care
- Aged care living options
- Maximising your income and making it last
- Discussing aged care with loved ones
Investing & Wealth Management
- Investment options
- Investment strategies
- Understanding your investment style
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Wealth Protection & Insurance
- Types of insurance
- How much cover do you need?
- Insurance in your super
Money, Family & Relationships
- Family & money management
- Divorce & separation
- Managing finances in a relationship
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Superannuation & SMSF
- Strategies to boost your super
- Is SMSF right for you?
- Accessing your super
Should I see an Adviser?
- When is the right time to see an Adviser?
- How to choose the right Adviser for you
- Is it worth seeing an Adviser?
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Tax
- Tax tips and resources
- Making additional contributions
- Preparing for Tax Time