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.
“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.
What you need to know
This information is provided by Invest Blue Pty Ltd (ABN 91 100 874 744). The information contained in this article is of general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regards to those matters and seek personal financial, tax and/or legal advice prior to acting on this information. Read our Financial Services Guide for information about our services, including the fees and other benefits that AMP companies and their representatives may receive in relations to products and services provided to you.
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