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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 Client Support 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.

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:

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:

Financial advice supporting aged care decisions

Just what the doctor ordered

Taking the fear out of paperwork

Sunnier skies

Taylor Peiris
Taylor Peiris
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

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. 

Hannah Loren Comendador
Hannah Loren Comendador
Administrative Assistant

"I love working with Invest Blue because the people are very welcoming and very approachable. It feels like your working with a family."

Hannah has a Bachelor of Science in Management Accounting degree. She previously worked as an Accounting staff at Philippine Welding Research Society as part of her on-the-job training and worked part-time as a tutor in Wordly Wise Tutorial Center. She likes working in the financial industry because she loves the challenge and that it is a good platform for her to learn more and widen her knowledge.

Hannah loves to watch game shows and movies and also playing mobile games in her spare time.

"I love working with Invest Blue because the people are very welcoming and very approachable. It feels like your working with a family."

Hannah has a Bachelor of Science in Management Accounting degree. She previously worked as an Accounting staff at Philippine Welding Research Society as part of her on-the-job training and worked part-time as a tutor in Wordly Wise Tutorial Center. She likes working in the financial industry because she loves the challenge and that it is a good platform for her to learn more and widen her knowledge.

Hannah loves to watch game shows and movies and also playing mobile games in her spare time.