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understanding with invest blue

Strategic Financial Planning partners with Invest Blue

March 24, 2022  |  #Financial Planning

Todd Burrows, founding partner of Strategic Financial Planning tells us why the decision was made to merge the Hobart-based business with Invest Blue – a much larger company with a national presence. The merge, mid last year, better enables the local business to enhance its advice and service delivery whilst continuing to provide the same high quality, tailored advice to their clients. Here, Todd explains why the partnership made such great sense.

Q. Todd, what was the driving force behind the merge with Invest Blue in June last year?

Following the extra compliance burden imposed via the Royal Commission and the increasing complexity of providing advice in Australia, we were determined to look for ways to improve our service delivery to our clients.

Unfortunately, it was becoming increasingly difficult to provide advice in a timely and cost-effective manner. We felt the extra requirements to provide the advice needed to be systematised so we could continue to focus on great service and advice.

We decided the time was right to align with a like-minded business that had the same level of care for their clients but who had already been through this system development.

 

Q. What most appealed about partnering with them?

We had strong ties to Invest Blue and already had a good understanding of how they operate as we had been sharing ideas on improving our advice and service delivery for about 10 years. We, therefore, understood that Invest Blue was at the cutting edge of business operation, systems and delivery of advice to their clients.

Most importantly, our values truly align. We share an unwavering dedication to help our clients achieve their goals and we greatly value the people within the business who guide and support clients at every step.

Over 25 years, we’re proud to have created a sense of family here at Strategic that we hope resonates deeply with clients and staff alike. Invest Blue certainly share this family-orientated perspective. For example, their big dream was to have 6,000 elated families living their best possible lives. They reached this incredible milestone last year and, as a result, the next goal is to empower an amazing 60,000 families.

Our stories also began the very same year with Invest Blue and Strategic both celebrating their 25th birthdays last year. Invest Blue has humble origins, starting out with just one office in Armidale, a welcoming university city, sometimes known as the Cathedral City in the Northern Tablelands of Regional NSW.

Integrity, community, professionalism – these things matter greatly to both businesses.

As a business, Invest Blue has also long understood the importance of a personalised client-centric approach and this focus has remained unchanged, even as they’ve expanded into five states and territories.

These factors all played a part in our assurance that they were the ideal fit.

 

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Our Hobart team, celebrating Invest Blue’s big dream event.

 

Q. Has the merge changed anything about the way you do business or the key services you offer?

The underlying philosophy of providing highly tailored personal advice so that our clients can realise their dreams hasn’t changed.

What has changed is that our services will be more digitised. For example, we will be using new software tools to provide lifelong cash flow modelling of client strategies to ensure that our clients are on track to achieve what is most important to them; be that paying off their mortgage, working towards financial independence or building an education fund for their children.

The other key benefit of our partnership with Invest Blue is being able to offer their wealth management strategies, many of which can be offered at extremely competitive pricing due to our increased scale. Additionally, a dedicated lending team with access to all the leading lenders across the country will ensure that our clients get the most competitive loan options available.

 

Q. What’s the upside for clients with this partnership?

It enables us to continue the strategic and goal focussed advice we’ve always been renowned for. Whilst we will still have a tailor-made approach, it will be with improved service delivery. Our partnership with Invest Blue makes us big enough to deliver but still small enough to care about each and every family we work with.

 

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Q. As the rebranded Strategic Invest Blue, what are the main goals and objectives for the business?

 We definitely want to be the preeminent financial planning business across the country. Of course, as a collective, we’re striving for that all-important goal of empowering thousands of families to live their best possible lives. We have outstanding financial advisers committed to this outcome, not just here in the Hobart Office, but across all of our offices.

 

Todd Burrows and the team at Strategic Invest Blue are dedicated to providing holistic advice to their valued clientele, be it young families, empty nesters or retirees. They welcome the opportunity to guide clients on their path to financial freedom. Are you ready to start living your best life? Speak with one of our advisers 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 relations to products and services provided to you.