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we believe it’s possible
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.

Central Coast

Suite 1, Level 1, Erina Plaza, 210 Central Coast Highway Erina NSW 2250

phone: 1300 346 837

fax: 1300 546 837

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Suite 1, 210 Central Coast Highway Erina NSW 2250

the Central Coast office

Invest Blue provides Financial Advice on the Central Coast, NSW, conveniently located on Central Coast Highway. We are equipped with a strong team of 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 everyday 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.

MTA logo 2016-2020 gptw

the Central Coast team

Steve Fort
Steve Fort
Director / Head of Financial Planning / Senior Financial Planner, CFP

LI logoTrust is at the core of every relationship between a financial planner and client. It is difficult for those seeking financial advice to find an adviser that they can trust. However I believe that my existing clients are my best advocates and the long term relationships that exist with clients are the best evidence that this can be achieved.

Steve commenced his financial planning career in 2000 at his family business, Financial Independence Planners in Penrith. Prior to this Steve was employed as an accountant from the time he left school.

Steve has been responsible for growing the business in Penrith, Norwest, and the Central Coast. Steve is extremely proud that the team that grew with him at Financial Independence Planners remain an integral part of Invest Blue today.

This growth was achieved as there was always a focus on a long term relationship of trust and support with clients. Our focus on pre and post retirement advice meant that we have assisted many clients achieve their goal of financial independence, and these clients became strong advocates of the business.

Steve is passionate in supporting his clients to make those key financial decisions, and believes in the approach that a great financial adviser provides all the education and support required to help their clients make smarter financial decisions to live their best possible life.

Steve certainly believes that with his support, and the resources of the team at Invest Blue, that his clients do believe it’s possible to achieve their dreams, and their adviser will help them to do this.

Steve, and his wife Kerri, have three young children all growing up on the beautiful Central Coast of NSW. Steve and his kids are actively involved in many sporting clubs and teams, particularly the local Wamberal Surf Club in which Steve is a patrolling member, and the entire family is actively involved in many ways.

Areas of Specialisation

  • Strategic advice and Financial Improvement Strategies
  • Retirement Strategies
  • Self Managed Superannuation
  • In depth financial advice, including tax planning, debt and wealth creation strategies, trusts and estates, and aged care.

Qualifications

  • Certified Financial Planner with the Financial Planning Association (FPA)
  • Accredited Finance Broker
  • Self Managed Superannuation Specialist Adviser with SPAA
  • Diploma of Financial Planning
  • Justice of the Peace
  • Most Trusted Adviser designation; Beddoes Institute

 

Hear from Steve's clients:

Financial advice supporting aged care decisions

Easing into an active retirement

Matters of the heart

A little bit of sunshine

The snowboarding safety net

LI logoTrust is at the core of every relationship between a financial planner and client. It is difficult for those seeking financial advice to find an adviser that they can trust. However I believe that my existing clients are my best advocates and the long term relationships that exist with clients are the best evidence that this can be achieved.

Steve commenced his financial planning career in 2000 at his family business, Financial Independence Planners in Penrith. Prior to this Steve was employed as an accountant from the time he left school.

Steve has been responsible for growing the business in Penrith, Norwest, and the Central Coast. Steve is extremely proud that the team that grew with him at Financial Independence Planners remain an integral part of Invest Blue today.

This growth was achieved as there was always a focus on a long term relationship of trust and support with clients. Our focus on pre and post retirement advice meant that we have assisted many clients achieve their goal of financial independence, and these clients became strong advocates of the business.

Steve is passionate in supporting his clients to make those key financial decisions, and believes in the approach that a great financial adviser provides all the education and support required to help their clients make smarter financial decisions to live their best possible life.

Steve certainly believes that with his support, and the resources of the team at Invest Blue, that his clients do believe it’s possible to achieve their dreams, and their adviser will help them to do this.

Steve, and his wife Kerri, have three young children all growing up on the beautiful Central Coast of NSW. Steve and his kids are actively involved in many sporting clubs and teams, particularly the local Wamberal Surf Club in which Steve is a patrolling member, and the entire family is actively involved in many ways.

Areas of Specialisation

  • Strategic advice and Financial Improvement Strategies
  • Retirement Strategies
  • Self Managed Superannuation
  • In depth financial advice, including tax planning, debt and wealth creation strategies, trusts and estates, and aged care.

Qualifications

  • Certified Financial Planner with the Financial Planning Association (FPA)
  • Accredited Finance Broker
  • Self Managed Superannuation Specialist Adviser with SPAA
  • Diploma of Financial Planning
  • Justice of the Peace
  • Most Trusted Adviser designation; Beddoes Institute

 

Hear from Steve's clients:

Financial advice supporting aged care decisions

Easing into an active retirement

Matters of the heart

A little bit of sunshine

The snowboarding safety net

Theo Holland
Theo Holland
Financial Planner / Team Captain

LI logo‘This job is all about people. I love building long-lasting relationships with my clients and helping turn their dreams into reality. I am very privileged  in my role as a trusted adviser to my clients and I gain great satisfaction when they achieve their dreams and financial independence.’

Theo joined Invest Blue in September 2015 following two and a half years as a Specialist Risk Adviser. Prior to that Theo spent 5 years as a Financial Planner in the UK assisting medical professionals with all aspects of their finances.

When not at work Theo spends most of his time with his wife and 2 young daughters, Eliza and Penny enjoying life on the beautiful Central Coast. He is also a passionate fisherman, occasionally sneaking off for a fishing weekend in Queensland when he gets the chance…

Specialisations

  • Working with Medical Professionals
  • Risk Management
  • Wealth Creation Strategies
  • Retirement Planning

 

Qualifications

  • Diploma in Financial Services (Financial Planning)
  • Certified Financial Planner (UK)
  • Bachelor of Science

 

Memberships and Associations

  • Member of the Association of Financial Advisers (AFA)

 

Hear from Theo's clients:

An unexpected gift

Financial advice supporting aged care decisions

Just what the doctor ordered

Taking the fear out of paperwork

Sunnier skies

LI logo‘This job is all about people. I love building long-lasting relationships with my clients and helping turn their dreams into reality. I am very privileged  in my role as a trusted adviser to my clients and I gain great satisfaction when they achieve their dreams and financial independence.’

Theo joined Invest Blue in September 2015 following two and a half years as a Specialist Risk Adviser. Prior to that Theo spent 5 years as a Financial Planner in the UK assisting medical professionals with all aspects of their finances.

When not at work Theo spends most of his time with his wife and 2 young daughters, Eliza and Penny enjoying life on the beautiful Central Coast. He is also a passionate fisherman, occasionally sneaking off for a fishing weekend in Queensland when he gets the chance…

Specialisations

  • Working with Medical Professionals
  • Risk Management
  • Wealth Creation Strategies
  • Retirement Planning

 

Qualifications

  • Diploma in Financial Services (Financial Planning)
  • Certified Financial Planner (UK)
  • Bachelor of Science

 

Memberships and Associations

  • Member of the Association of Financial Advisers (AFA)

 

Hear from Theo's clients:

An unexpected gift

Financial advice supporting aged care decisions

Just what the doctor ordered

Taking the fear out of paperwork

Sunnier skies

Taylor Mifsud
Taylor Mifsud
Financial Planner

I love the extreme focus Invest Blue has on client care and helping clients live their best possible life. In an industry which is unfortunately dominated by sales and product advice, I am so grateful to have found a company who shares the same values and focus for client experience that I do.

Taylor joined Invest Blue in 2018 as a Financial Planner. Before joining Invest Blue, Taylor spent two years working for an industry fund specialising in superannuation and retirement advice.

Working in the financial planning industry, Taylor has the pleasure of really getting to know and understand her clients. She feels honoured to be a part of their journey, both in life and on their path to financial freedom.

Taylor is passionate about empowering her clients to make well informed financial decisions and breaking down the confusing financial planning terminology.

Outside of work, Taylor enjoys traveling and seeing what this beautiful earth has to offer. She also enjoys entertaining friends and family.

Areas of Specialisation

  • Wealth Creation Strategies
  • Debt and Cashflow Strategies
  • Risk Advice (Insurance)
  • Superannuation Accumulation
  • Retirement Planning

Qualifications

  • Diploma of Financial Planning
  • Advanced Diploma of Financial Planning
  • Graduate Diploma of Financial Planning
  • Justice of the Peace

 

Hear from Taylor:

Closing the gap from women and finance

What it takes to become a financial adviser

I love the extreme focus Invest Blue has on client care and helping clients live their best possible life. In an industry which is unfortunately dominated by sales and product advice, I am so grateful to have found a company who shares the same values and focus for client experience that I do.

Taylor joined Invest Blue in 2018 as a Financial Planner. Before joining Invest Blue, Taylor spent two years working for an industry fund specialising in superannuation and retirement advice.

Working in the financial planning industry, Taylor has the pleasure of really getting to know and understand her clients. She feels honoured to be a part of their journey, both in life and on their path to financial freedom.

Taylor is passionate about empowering her clients to make well informed financial decisions and breaking down the confusing financial planning terminology.

Outside of work, Taylor enjoys traveling and seeing what this beautiful earth has to offer. She also enjoys entertaining friends and family.

Areas of Specialisation

  • Wealth Creation Strategies
  • Debt and Cashflow Strategies
  • Risk Advice (Insurance)
  • Superannuation Accumulation
  • Retirement Planning

Qualifications

  • Diploma of Financial Planning
  • Advanced Diploma of Financial Planning
  • Graduate Diploma of Financial Planning
  • Justice of the Peace

 

Hear from Taylor:

Closing the gap from women and finance

What it takes to become a financial adviser

Darren O’Neill
Darren O’Neill
Financial Planner

Darren joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Darren has worked in the Finance industry since 2005 as a Paraplanner with Forsythes Financial Planning in Newcastle. He became a Financial Adviser in 2007 and transferred to the Central Coast in 2012.

Darren’s bucket list includes Uluru, North QLD, and the Kimberley region in WA. Darren is a basketball fan and follows the Sydney Kings. He also likes to read when time permits.

 

Qualifications and Professional Accreditations:

  • Bachelor of Commerce
  • Advanced Diploma of Financial Planning

Darren joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, Darren has worked in the Finance industry since 2005 as a Paraplanner with Forsythes Financial Planning in Newcastle. He became a Financial Adviser in 2007 and transferred to the Central Coast in 2012.

Darren’s bucket list includes Uluru, North QLD, and the Kimberley region in WA. Darren is a basketball fan and follows the Sydney Kings. He also likes to read when time permits.

 

Qualifications and Professional Accreditations:

  • Bachelor of Commerce
  • Advanced Diploma of Financial Planning
Zac Johnston
Zac Johnston
Financial Planner

Zac is passionate about sharing his wealth of knowledge with his clients to advise and support them live their possible life.

Zac has over a decade of experience working as a Financial Adviser, he has a wealth of knowledge in the financial markets and financial services industry and has gained experience in the global derivatives market, which has allowed him to have in-depth conversations with clients regarding risk and capital preservation.

Coming from an industry super fund, Zac thoroughly enjoys working with clients to reduce the complexities of superannuation and helping them to prepare and live their best possible life in retirement. He is passionate about educating clients on implementing strategies to build super, reduce tax and invest, which allows them to continue to work knowing they are on the right path to their desired dreams and goals.

Outside of work, Zac enjoys keeping active through exercise and Rugby. He thoroughly enjoys reading, keeping tabs on the investment markets and spending time with his dogs. However, his greatest joy in life is his boy, Noah.

 

Areas of specialisation

  • Risk management
  • Financial Markets
  • Retirement planning
  • Superannuation
  • Wealth strategies
  • Tax strategies
  • Investments

 

Qualifications and Professional Accreditations

  • Bachelor of Commerce
  • Advanced Diploma in Financial Planning
  • Justice of the Peace

Zac is passionate about sharing his wealth of knowledge with his clients to advise and support them live their possible life.

Zac has over a decade of experience working as a Financial Adviser, he has a wealth of knowledge in the financial markets and financial services industry and has gained experience in the global derivatives market, which has allowed him to have in-depth conversations with clients regarding risk and capital preservation.

Coming from an industry super fund, Zac thoroughly enjoys working with clients to reduce the complexities of superannuation and helping them to prepare and live their best possible life in retirement. He is passionate about educating clients on implementing strategies to build super, reduce tax and invest, which allows them to continue to work knowing they are on the right path to their desired dreams and goals.

Outside of work, Zac enjoys keeping active through exercise and Rugby. He thoroughly enjoys reading, keeping tabs on the investment markets and spending time with his dogs. However, his greatest joy in life is his boy, Noah.

 

Areas of specialisation

  • Risk management
  • Financial Markets
  • Retirement planning
  • Superannuation
  • Wealth strategies
  • Tax strategies
  • Investments

 

Qualifications and Professional Accreditations

  • Bachelor of Commerce
  • Advanced Diploma in Financial Planning
  • Justice of the Peace
Carol Herrmann
Carol Herrmann
Financial Planner

"Working for InvestBlue has been in my mind for a long time. I still remember learning of the Investblue values years ago and immediately I knew it was the place for me."

Carol has worked in the financial industry in Australia since Jan 2014. Carol sees Financial Planning as an opportunity to make a positive difference in every one of her client’s lives while ensuring the clients understand their strategies. Her main aim is to drop the confusing terminology used in the financial planning industry and break down the strategy into everyday language so her clients gain a deeper understanding of their strategy and greater knowledge of financial planning practices.

Outside of work, Carol enjoys travelling and she loves outdoor activities, especially camping, as she believes connecting with nature is a great energy booster. She, her partner and her son are moving to the Central Coast and look forward to this new stage of their lives.

Qualifications:

  • Advanced Diploma in |Business MAnagement
  • Diploma in Marketing
  • Diploma in Financial Planning
  • A Bachelor of Business Administration

"Working for InvestBlue has been in my mind for a long time. I still remember learning of the Investblue values years ago and immediately I knew it was the place for me."

Carol has worked in the financial industry in Australia since Jan 2014. Carol sees Financial Planning as an opportunity to make a positive difference in every one of her client’s lives while ensuring the clients understand their strategies. Her main aim is to drop the confusing terminology used in the financial planning industry and break down the strategy into everyday language so her clients gain a deeper understanding of their strategy and greater knowledge of financial planning practices.

Outside of work, Carol enjoys travelling and she loves outdoor activities, especially camping, as she believes connecting with nature is a great energy booster. She, her partner and her son are moving to the Central Coast and look forward to this new stage of their lives.

Qualifications:

  • Advanced Diploma in |Business MAnagement
  • Diploma in Marketing
  • Diploma in Financial Planning
  • A Bachelor of Business Administration
Charna Rifai
Charna Rifai
Relationship Manager

Charna joined Invest Blue in 2015 as one of our valued client support managers.  Prior to joining our team, Charna had a successful career in advertising as a TV producer at Sydney-based Lowe Worldwide. Here Charna managed high profile advertising campaigns for many of Australia’s leading brands. Her excellent project management and finance skills ensured all productions were completed on time and to budget. Before Charna left advertising to start a family in 2010, her work had been recognised by several prestigious national and international advertising awards.

When returning to the workplace in 2011, Charna’s career took a new direction. She joined a chartered accountants and self-managed superannuation company, working closely with the account management team, assisting with daily procedures and client requests. She also played an integral role in the success of the company’s social media and online strategy.

Charna is excited to be part of the Invest Blue team and is ready for her next challenge. She lives on the Central Coast with her husband, two beautiful daughters and a crazy basset hound called Colin. 

Charna joined Invest Blue in 2015 as one of our valued client support managers.  Prior to joining our team, Charna had a successful career in advertising as a TV producer at Sydney-based Lowe Worldwide. Here Charna managed high profile advertising campaigns for many of Australia’s leading brands. Her excellent project management and finance skills ensured all productions were completed on time and to budget. Before Charna left advertising to start a family in 2010, her work had been recognised by several prestigious national and international advertising awards.

When returning to the workplace in 2011, Charna’s career took a new direction. She joined a chartered accountants and self-managed superannuation company, working closely with the account management team, assisting with daily procedures and client requests. She also played an integral role in the success of the company’s social media and online strategy.

Charna is excited to be part of the Invest Blue team and is ready for her next challenge. She lives on the Central Coast with her husband, two beautiful daughters and a crazy basset hound called Colin. 

Jessika Livermore
Jessika Livermore
Relationship Manager

Jessika joined Invest Blue in 2021 as a Relationship Manager. Before joining Invest Blue, Jessika worked in the education industry for 8-years in childcare.

Jessika has chosen to join the financial planning industry, as she thrives in a challenging and fast-paced environment. Jessika looks forward to progressing in her role and pushing herself further than she has before.

In her spare time, Jessika enjoys going to the beach with her partner and son. She loves to go wine tasting and has a guilty pleasure for romance novels and teen drama TV shows!

 

Qualifications and Professional Accreditations:

  • Cert III Early Childhood Education and Care

Jessika joined Invest Blue in 2021 as a Relationship Manager. Before joining Invest Blue, Jessika worked in the education industry for 8-years in childcare.

Jessika has chosen to join the financial planning industry, as she thrives in a challenging and fast-paced environment. Jessika looks forward to progressing in her role and pushing herself further than she has before.

In her spare time, Jessika enjoys going to the beach with her partner and son. She loves to go wine tasting and has a guilty pleasure for romance novels and teen drama TV shows!

 

Qualifications and Professional Accreditations:

  • Cert III Early Childhood Education and Care
Allyson Gibson
Allyson Gibson
Relationship Manager

Allyson joined Invest Blue in 2021 as a Relationship Manager. Before joining Invest Blue, Allyson has worked in the Financial Planning industry for 18 years as a Practice Manager and in Practice Support roles.

Allyson enjoys working in a team environment, supporting and assisting Financial Planners to do what they do best. She also enjoys interacting with clients and believes it is an integral part of her role, ensuring they feel heard and valued and have the best client experience possible.

Allyson joined Invest Blue in 2021 as a Relationship Manager. Before joining Invest Blue, Allyson has worked in the Financial Planning industry for 18 years as a Practice Manager and in Practice Support roles.

Allyson enjoys working in a team environment, supporting and assisting Financial Planners to do what they do best. She also enjoys interacting with clients and believes it is an integral part of her role, ensuring they feel heard and valued and have the best client experience possible.

Livia Terra
Livia Terra
Relationship Manager

"Invest Blue values its people, that is clients and employees. Being part of a team is something I truly value, so this is the main reason why I wanted to join IB. In addition, I believe I can grow in the company and learn a lot, as well as contribute to the business, so I look forward to sharing my experience and acquiring some from all of the team as well."

For the past 4 years, Livia has worked in Sales and Customer Service, mainly in the Australian Educational industry. Jumping into the Financial Planning industry is interesting because it relates to some of her interests and her qualifications, including a Bachelor of Economics. It also feels good to be able to help people to have control of their finances and achieve their goals.

Outside of work, Livia loves to spend the day outdoor with her little son and her husband, and she also appreciates going out for lunch/dinner and having a nice chat with friends. She's also currently studying career coaching to support people who are indecisive or unhappy with their path.

"Invest Blue values its people, that is clients and employees. Being part of a team is something I truly value, so this is the main reason why I wanted to join IB. In addition, I believe I can grow in the company and learn a lot, as well as contribute to the business, so I look forward to sharing my experience and acquiring some from all of the team as well."

For the past 4 years, Livia has worked in Sales and Customer Service, mainly in the Australian Educational industry. Jumping into the Financial Planning industry is interesting because it relates to some of her interests and her qualifications, including a Bachelor of Economics. It also feels good to be able to help people to have control of their finances and achieve their goals.

Outside of work, Livia loves to spend the day outdoor with her little son and her husband, and she also appreciates going out for lunch/dinner and having a nice chat with friends. She's also currently studying career coaching to support people who are indecisive or unhappy with their path.