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What the 2021/22 budget means for you

The federal budget for 2021-22, declared the 'recovery budget', has now been released.

The Federal Budget for 2021-22, declared the 'recovery budget', has now been released. The key focus is on economic recovery and getting Australians back to work. The deficit is expected to peak at $161bn this financial year (down from $214bn in October's Budget) and fall to $107bn in 2021-22. Overall, we see this year's budget... view article
May 12th 2021

Why making additional super contributions can benefit you come tax time

Time is running out to make the most of your super for 2020-2021. Get in touch with your adviser ASAP if you are considering making additional contributions.

The end of the financial year marks the start of tax time but before then it’s beneficial to assess your super contributions in order to maximise your tax benefit and grow your super balance. We encourage you to make any additional contributions before June 10th to ensure your payment is received in time and your balance is... view article
May 11th 2021

How to maximise your Retirement Living and Aged Care options

Our mission is to help people achieve their goals and dreams - no matter which stage of life they are at. This is why we are proud to announce that Invest Blue now offers Retirement Living and Aged Care Planning services.

With Australians living longer than ever before, retirement planning is just as important now if not more than ever before. Planning for retirement can give you the comfort of knowing your future is under control and that you can do all those things you’ve dreamed of for all those years. Moreover, it can help... view article
May 6th 2021

Making Your Wishes Known

While Australia’s handling of the COVID-19 pandemic was among the best in the world, the speed and spread of the illness underlined just how fragile life can be.

It was also a solemn reminder of the importance of ensuring your affairs are in order, so your wishes are met – in life and death. The centrepiece of any estate planning is your Will, which sets out who you would like to receive your assets when you die, and how they are to be... view article
May 5th 2021

Life Cover: More essential than ever

Many Australians continue to view life insurance and income protection as a discretionary item. This is in stark contrast to car or home insurance which are seen as necessities. It seems we are willing to insure our property but not the thing that matters most – our life and our ability to earn an income.

On the 1st of April life insurance premiums were set to rise by several leading providers with many already increasing prior to this. For some people, this may be the second increase within the last 6 months causing many to question their need for insurance, yet insurance is just as important now if not... view article
April 27th 2021

stepping up to the plate

how our own, Serenette inspires us all

Serenette Crombie is one of those people who accomplish incredible things from a young age. She started university while still in high school and through her involvement with the QCWA (Queensland Country Women’s Association), she’s met Barack Obama and had a good chat with Prince William about her part in assisting drought-stricken farmers. In her... view article
April 16th 2021

What it takes to become a Financial Adviser: the Invest Blue edition

Whether you’re seeking out financial advice or considering a career in the advice industry, you might be wondering – what exactly does it take to become a Financial Adviser?

Starting (and maintaining) a career as a Financial Adviser is no easy task. The process of obtaining licenses can be lengthy, ongoing education is required, and the advice industry can be a high-stress environment. However, as many of our Financial Advisers will attest, if you are passionate about helping people reach their goals and dreams... view article
April 7th 2021

Give your finances a shake out

Like trees losing their leaves in autumn, why not take a leaf out of their book and choose this time of year to shed some of your own financial baggage.

In the style of Marie Kondo, the Japanese organising whizz who has inspired millions to clean out their cupboards, decluttering your finances can bring many benefits. While you work through all your contracts, investments and commitments, you will no doubt discover many that no longer fit your lifestyle or are simply costing you in unnecessary... view article
March 18th 2021

How to create financial independence

A guide to creating financial independence, from preparation, creating a passive income and living your dream retirement.

Financial independence may mean different things to each of you. The definition of financial independence is being able to support your lifestyle without needing to work and can be supported by income through investments or assets. For some of you however financial independence may take on its own meaning of being able to financially... view article
March 12th 2021