Knowledge Centre

Invest Blue is passionate about empowering people to reach their goals and dreams by providing quality, tailored financial advice.

Financial Health Check

Not sure where you are on your journey?
We recommend starting with our Financial Health Check.

​If you are unsure of an answer, check the tips for help. At the end you will receive a score and a report, the report 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
  • Living your dream retirement

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

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

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

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

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?


  • Tax tips and resources
  • Making additional contributions
  • Preparing for Tax Time