Lyn’s recent accomplishment (and something long on her bucket list) was completing her first Ironman Triathlon. In light of this great achievement and given Invest Blue’s support of their clients, they will fit her out with bike gear and proudly sponsor her in future events.
“Steve’s leadership was great from the outset. He really valued who we were and where we were going. Lyn and I felt cared for and supported. I particularly like the fact that he encourages us to consider our finances longer-term but to also make the most of the way we live today.”
Cliff and Lyn are a little way off retirement yet, but fortunately, they are well prepared for when that time comes.
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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