KRA Financial Group, established in 1997, was a leader in the developing financial planning industry and the evolution across to KRA Wealth Management in 2015 was simply the next step. We’re proud of our long-term client relationships (some of which cover 40 years or 4 generations of the one family) and it is now time to announce the next step in our 55-year history.
We believe that the most appropriate pathway forward is to partner with a like-minded financial planning business that can provide our clients with highly systemised support and access to well-priced investment products and services, due to economies of scale. This step is also an excellent way to ensure continuity of service irrespective of what your current advisers individual career aspirations are.
We’ve taken great care with this decision as you’d expect, and our conclusion is fully supported by the AMP Group. Invest Blue is a well-structured business and from your perspective, nothing has to change other than that they will, in place of KRA, service your financial planning needs going forward. They have several advisers in Melbourne that will assist you. From our office, Craig will move across to Invest Blue as will Maree Luisetto (from our client services team).
You can now contact them at:
Level 12/8 Exhibition Street Melbourne
phone: 03 9109 7221
At Invest Blue we empower people to live their best possible life. This may seem like a big task – but we thrive on it and have been helping our clients do just that for over 25 years. Invest Blue is a healthy, growing financial advisory practice because we work hard to deliver outcomes to our clients. We have 23 locations across VIC, NSW, ACT, QLD and now TAS.
We believe in a holistic approach to financial planning, this is why there are more of us working behind the scenes to support the incredible work our Advisers and Relationship Managers undertake to help clients feel confident, be clear about your dreams and goals, and ensure you’re comfortable that you are on the right path to realising them.