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A new beginning in Newcastle

August 31, 2021  |  #Community #Finance

On the 15th of June Invest Blue Newcastle officially opened. You may have spotted our new location on the corner of Tudor and Steel street proudly painted Invest 'Blue' for all to see.

Invest Blue was born in Armidale 25 years ago, now we are proudly spread across twenty-one locations in Australia, now with offices in NSW, QLD, VIC, ACT and TAS. The opening of the Newcastle office is another exciting milestone for us, enabling us to help more families achieve their dreams and goals through quality financial advice.

A new location also means we welcome fifteen people to the Invest Blue family, all sharing our core values and beliefs.

“Since early on in my career working as a Mortgage Adviser I always knew what gave me the biggest satisfaction, which was helping people achieve their goals. As a broker, this is often helping people buy their home, or investment property. The attraction to financial planning for me was being able to gain a deeper understanding into what really matters to clients, and ultimately helping them remove some of the roadblocks to achieve what they want to out of life.” – Howard Rodman, Financial Planner

You can find our new office at 130 Tudor Street, Hamilton, Newcastle. 

 

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We are equipped with a strong team of Certified Financial Planners, as well as a dedicated Lending team who support advice and strategy development for those looking for home or investment mortgages.

 

The Newcastle team is proudly made up:

Financial Planners

  • Tom Hesse
  • Rebecca Mossman
  • Howard Rodman
  • Ally Chesher
  • Shayley Suwald and
  • Emma Craft

Our Advisers are supported by Relationship Managers

  • Amy Warden
  • Amanda Best
  • Kelsey Green
  • Shania Reid
  • Sarah Rose

Project Manager

  • Sarah Leighton

Newcastle also has a Lending Team that includes

  • Aimee Gleeson – Credit Adviser
  • Jade Bendeich – Lending Support

 

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You can meet the team and read more about them here.

Being able to join Invest Blue is a really exciting prospect for me as their advice processes and mantra towards helping clients align closely with how we like to serve our clients. It’s great knowing that their core values mean so much to everyone that I’ve met so far in the IB family, and they are so welcoming and awesome! – Amy Ward, Relationship Manager

We are delighted to embark on this new journey and look forward to helping more families in Newcastle on their own journey to live their best possible life.

 

Ready to take the next step towards reaching your dreams and goals? Book a complimentary initial consultation with us today.

What you need to know

This information is provided by Invest Blue Limited (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 relation to products and services provided to you.