we’re here to help
Across QLD, NSW, ACT, TAS and VIC, we are here for you. No matter where you are in life's journey or what your dreams are, we can help. Invest Blue works hard to get to know you so your strategy offers you the best chance to achieve your dreams. It's possible.
Armidale
131 Faulkner St, Armidale,
New South Wales 2350
PO Box 677
phone: 1300 346 837
fax: 1300 546 837
the Armidale office
Invest Blue provides Financial Advice in Armidale, NSW, located conveniently on the corner of Faulkner & Rusden Street. 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. Our Financial Planners are backed by a knowledgeable Advice team who support the development of individual strategies as well as dedicated Relationship Managers who work hard every day keeping in touch with our clients. If you are interested in having a chat, get in touch and we will work out the best way to get you started.
the Armidale team
Steve Sewell
Director / Financial Planner
Only 8% of people reach financial independence. If I can have a much larger percentage of my clients reach financial independence and choose to live the lifestyles they want due to a plan that we have put in place for them, then the clients and I will be happy.
Steve's approach to providing advice to his clients is by first helping them to identify their goals and then putting a plan into place to make this happen. With a background in the real estate industry as a property consultant, Steve’s dream was to grow his own business. An opportunity to pursue this dream presented itself in 1998 and he has not looked back.
Steve is incredibly proud of the New England region and is passionate about giving back to the region that has given him so much over the years. He has played an active role in local events since establishing Invest Blue, raising over $1 million for various charities and organisations. He was the founding member of the Armidale branch of Can Assist and is now Patron and Life Member. He also works with the Cancer Council. A focus of his contribution to this organization was to provide financial advice to patients diagnosed with terminal illness without cost, leading to recognition from AMP for being a leader in pro bono work in this field.
Steve loves spending time with his beautiful wife Jenni and four sons Tom, Sam, Joe & Jack. He loves supporting their sporting activities and keeping fit by cycling and surfing.
Areas of specialisation
- Wealth creation strategies
- Transition to retirement strategies
- Risk management strategies
- DIY and Self Managed Super Funds (SMSF Advice)
Qualifications and Professional Accreditations
- Advanced Diploma of Financial Services (Financial Planning)
- Justice of the Peace Commissioned for Declarations Department of Justice NSW
- Most Trusted Adviser designation; Beddoes Institute
Memberships
- Member of the Financial Planning Association of Australia
Hear from Steve's clients:
Robust Relationship & Relaxing Retirement
Fiercely independent and feeling safe
Pursuing her philanthropic dreams without the worry
Only 8% of people reach financial independence. If I can have a much larger percentage of my clients reach financial independence and choose to live the lifestyles they want due to a plan that we have put in place for them, then the clients and I will be happy.
Steve's approach to providing advice to his clients is by first helping them to identify their goals and then putting a plan into place to make this happen. With a background in the real estate industry as a property consultant, Steve’s dream was to grow his own business. An opportunity to pursue this dream presented itself in 1998 and he has not looked back.
Steve is incredibly proud of the New England region and is passionate about giving back to the region that has given him so much over the years. He has played an active role in local events since establishing Invest Blue, raising over $1 million for various charities and organisations. He was the founding member of the Armidale branch of Can Assist and is now Patron and Life Member. He also works with the Cancer Council. A focus of his contribution to this organization was to provide financial advice to patients diagnosed with terminal illness without cost, leading to recognition from AMP for being a leader in pro bono work in this field.
Steve loves spending time with his beautiful wife Jenni and four sons Tom, Sam, Joe & Jack. He loves supporting their sporting activities and keeping fit by cycling and surfing.
Areas of specialisation
- Wealth creation strategies
- Transition to retirement strategies
- Risk management strategies
- DIY and Self Managed Super Funds (SMSF Advice)
Qualifications and Professional Accreditations
- Advanced Diploma of Financial Services (Financial Planning)
- Justice of the Peace Commissioned for Declarations Department of Justice NSW
- Most Trusted Adviser designation; Beddoes Institute
Memberships
- Member of the Financial Planning Association of Australia
Hear from Steve's clients:
Robust Relationship & Relaxing Retirement
Fiercely independent and feeling safe
Pursuing her philanthropic dreams without the worry
Rob Pollard
Financial Planner
I want to make a difference by developing lasting relationships with clients as they transition through life and helping them achieve their dreams and realise their aspirations and goals.
Rob joined Invest Blue in August 2012 bringing with him 14 years’ experience in accounting and the financial services industry. He graduated with a Bachelor of Business degree from the University of Queensland and completed a Graduate of Financial Management at the University of New England. He became a member of the Institute of Chartered Accountants in Australia in 2005.
Outside of work Rob loves spending time with his family, friends and is a staunch supporter of the bulldogs. He takes great delight in watching his boy’s achievements in a variety of sports including rugby, basketball, athletics and cricket.
Rob is an avid traveller and recent destinations have included Tasmania and Hawaii. He enjoys keeping fit and healthy by cycling, going to the gym and playing golf.
Areas of specialisation
- Wealth creation strategies
- Debt and cashflow management
- Risk Insurance strategies
- Retirement planning
Qualifications
- Chartered Accountant Qualification with ICAA
- Bachelor of Business
- Graduate Diploma in Financial Management
- Diploma of Financial Services (Financial Planning)
Memberships and Associations
- Member of the Institute of Charted Accountants in Australia (CA)
Hear from Rob's clients:
I want to make a difference by developing lasting relationships with clients as they transition through life and helping them achieve their dreams and realise their aspirations and goals.
Rob joined Invest Blue in August 2012 bringing with him 14 years’ experience in accounting and the financial services industry. He graduated with a Bachelor of Business degree from the University of Queensland and completed a Graduate of Financial Management at the University of New England. He became a member of the Institute of Chartered Accountants in Australia in 2005.
Outside of work Rob loves spending time with his family, friends and is a staunch supporter of the bulldogs. He takes great delight in watching his boy’s achievements in a variety of sports including rugby, basketball, athletics and cricket.
Rob is an avid traveller and recent destinations have included Tasmania and Hawaii. He enjoys keeping fit and healthy by cycling, going to the gym and playing golf.
Areas of specialisation
- Wealth creation strategies
- Debt and cashflow management
- Risk Insurance strategies
- Retirement planning
Qualifications
- Chartered Accountant Qualification with ICAA
- Bachelor of Business
- Graduate Diploma in Financial Management
- Diploma of Financial Services (Financial Planning)
Memberships and Associations
- Member of the Institute of Charted Accountants in Australia (CA)
Hear from Rob's clients:
Luke Warren
Financial Planner
"Working in Law has allowed me to see what can go wrong in people's lives. It has given me a great appreciation for people who help others make the right decisions and it is something that I endeavour to do in all aspects of life."
Luke, originally from Tweed Heads, attended UNE in Armidale to study a Bachelor of Commerce and Bachelor of Law. In 2008 and 2009, he worked for Invest Blue as a Paraplanner before leaving to practice law. He re-joined Invest Blue in January 2017 as a Client Support Manager and moved to a planning role in July 2017.
Luke is passionate about all things sport, in particular, rugby union. He enjoys keeping fit and has completed the Gold Coast Half Marathon. He enjoys cycling, playing golf, tennis and rugby. He loves to travel and one day hopes to travel to France to watch the Tour De France.
Luke believes in helping people who are in need. Prior to moving to Armidale, he would assist in cooking meals for people undergoing chemotherapy. He enjoyed being able to talk to a wide range of people going through a difficult time and trying to put a smile on their face.
Qualifications
- Bachelor of Commerce
- Bachelor of Law
- Diploma of Financial Planning
Hear from Luke's clients:
An adventurous diversion thanks to Invest Blue
"Working in Law has allowed me to see what can go wrong in people's lives. It has given me a great appreciation for people who help others make the right decisions and it is something that I endeavour to do in all aspects of life."
Luke, originally from Tweed Heads, attended UNE in Armidale to study a Bachelor of Commerce and Bachelor of Law. In 2008 and 2009, he worked for Invest Blue as a Paraplanner before leaving to practice law. He re-joined Invest Blue in January 2017 as a Client Support Manager and moved to a planning role in July 2017.
Luke is passionate about all things sport, in particular, rugby union. He enjoys keeping fit and has completed the Gold Coast Half Marathon. He enjoys cycling, playing golf, tennis and rugby. He loves to travel and one day hopes to travel to France to watch the Tour De France.
Luke believes in helping people who are in need. Prior to moving to Armidale, he would assist in cooking meals for people undergoing chemotherapy. He enjoyed being able to talk to a wide range of people going through a difficult time and trying to put a smile on their face.
Qualifications
- Bachelor of Commerce
- Bachelor of Law
- Diploma of Financial Planning
Hear from Luke's clients:
An adventurous diversion thanks to Invest Blue
Merry Grace Cejudo
Administrative Assistant
"I love working with IB since they not only consider you as an employee but rather, A FAMILY. I love how people appreciate even the smallest thing you do to the business and people here are very helpful and friendly."
Merry graduated with a Bachelor of Science in Accountancy degree at USJR. She started working as a financial planning assistant in VBP a year after graduating. She likes working in the financial industry because managing her own finances is one of her fortes. She also wants to learn more and explore the things on how to effectively manage one's finances, self-discipline, setting priorities and financial goals.
In her spare time, she binge-watches movies on Netflix and plays with her nieces at home. But what she does love the most is swimming and chilling out at the beach because it calms her mind and soul from all the stress in life.
"I love working with IB since they not only consider you as an employee but rather, A FAMILY. I love how people appreciate even the smallest thing you do to the business and people here are very helpful and friendly."
Merry graduated with a Bachelor of Science in Accountancy degree at USJR. She started working as a financial planning assistant in VBP a year after graduating. She likes working in the financial industry because managing her own finances is one of her fortes. She also wants to learn more and explore the things on how to effectively manage one's finances, self-discipline, setting priorities and financial goals.
In her spare time, she binge-watches movies on Netflix and plays with her nieces at home. But what she does love the most is swimming and chilling out at the beach because it calms her mind and soul from all the stress in life.
Maica Balbuena
Administrative Assistant
"Working with Invest Blue is both a challenge and a blessing. And for sure, it is why I love working here. Even though I just came in for a couple of months, I can already attest that I am in the right place. For me, it's not about the tons of task that keeps me going but rather, the people I work with. Everyone is so amazing, talented, intelligent. The camaraderie that has been established is quite unyielding. And everybody is just ever ready to give you a helping hand which makes everything possible."
Maica graduated with a Bachelor of Science in Accounting Technology degree. She previously worked as an Accounting Bookkeeper at Toyota Mandaue South, Cebu
She likes working in the financial planning industry because she always thought that it helps her manage her own finances. Also, the financial planning industry is not like some other financial careers where you help rich people get richer or poor people to get rich. It is always about giving excellent financial guidance in which you can help people save a lot of money over their lifetime and provide them with a comfortable retirement.
In her spare time, she finds it relaxing when she does calligraphy, resin art, and playing badminton and volleyball.
"Working with Invest Blue is both a challenge and a blessing. And for sure, it is why I love working here. Even though I just came in for a couple of months, I can already attest that I am in the right place. For me, it's not about the tons of task that keeps me going but rather, the people I work with. Everyone is so amazing, talented, intelligent. The camaraderie that has been established is quite unyielding. And everybody is just ever ready to give you a helping hand which makes everything possible."
Maica graduated with a Bachelor of Science in Accounting Technology degree. She previously worked as an Accounting Bookkeeper at Toyota Mandaue South, Cebu
She likes working in the financial planning industry because she always thought that it helps her manage her own finances. Also, the financial planning industry is not like some other financial careers where you help rich people get richer or poor people to get rich. It is always about giving excellent financial guidance in which you can help people save a lot of money over their lifetime and provide them with a comfortable retirement.
In her spare time, she finds it relaxing when she does calligraphy, resin art, and playing badminton and volleyball.
Elgean Igot
Administrative Assistant
What Elgean likes about working with Invest Blue is that the people are very nice and professional. She graduated with a Master in Business Administration (Meritus) - UC Main. She previously worked as an HR Associate, a Bank Claim Specialist (Fraud) and an Insurance Claims Officer. She loves working in the financial planning industry because the tasks are very dynamic, it challenges you, help you grow and every accomplished task gives you some kind of fulfilment. In her spare time, she plays with her daughter & watches Movies/ Series (mostly K.Series)
What Elgean likes about working with Invest Blue is that the people are very nice and professional. She graduated with a Master in Business Administration (Meritus) - UC Main. She previously worked as an HR Associate, a Bank Claim Specialist (Fraud) and an Insurance Claims Officer. She loves working in the financial planning industry because the tasks are very dynamic, it challenges you, help you grow and every accomplished task gives you some kind of fulfilment. In her spare time, she plays with her daughter & watches Movies/ Series (mostly K.Series)