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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.

Kempsey

Kempsey

5/44 Forth Street Kempsey NSW 2440

phone: 1300 346 837

fax: 1300 346 837

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5/44 Forth Street Kempsey NSW 2440

the Kempsey office

Invest Blue provides Financial Advice in Kempsey, NSW, located conveniently on Forth 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 Kempsey team

Nick Grady
Nick Grady
Financial Planner

"As Financial Planners, we are in the privileged position of making a difference to people’s lives. Providing the necessary guidance that impacts someone’s life for the better, is extremely satisfying.”

Nick grew up in Wagga Wagga NSW, before spending time in Sydney and settling with his family on the Coffs Coast. Nick joined the Invest Blue team in April of 2020 bringing with him extensive experience in the financial services industry.

Nick has completed his CFP studies and has the Certified Financial Planner CFP® designation, holds a Bachelor of Business (Accounting) degree, Diploma of Financial Planning, Certificate IV in Mortgage Broking and is a Justice of the Peace. He is also a member of the Financial Planning Association of Australia (FPA).

Nick is an avid sports supporter and enjoys all sports, especially rugby union, league, AFL, cycling and cricket. Outside of work he enjoys the outdoors, reading and relaxing with his family.

Areas of specialisation

  • Wealth creation strategies
  • Superannuation accumulation
  • Retirement Planning
  • Social Security (Age Pension)
  • Personal Insurance
  • Business Insurance
  • Aged Care
  • Budgeting and cashflow management

Qualifications

  • Certified Financial Planner CFP®
  • Bachelor of Business (Accounting)
  • Diploma of Financial Planning
  • Certificate IV in Mortgage Broking
  • Justice of the Peace

Memberships and Associations

  • Financial Planning Association of Australia

"As Financial Planners, we are in the privileged position of making a difference to people’s lives. Providing the necessary guidance that impacts someone’s life for the better, is extremely satisfying.”

Nick grew up in Wagga Wagga NSW, before spending time in Sydney and settling with his family on the Coffs Coast. Nick joined the Invest Blue team in April of 2020 bringing with him extensive experience in the financial services industry.

Nick has completed his CFP studies and has the Certified Financial Planner CFP® designation, holds a Bachelor of Business (Accounting) degree, Diploma of Financial Planning, Certificate IV in Mortgage Broking and is a Justice of the Peace. He is also a member of the Financial Planning Association of Australia (FPA).

Nick is an avid sports supporter and enjoys all sports, especially rugby union, league, AFL, cycling and cricket. Outside of work he enjoys the outdoors, reading and relaxing with his family.

Areas of specialisation

  • Wealth creation strategies
  • Superannuation accumulation
  • Retirement Planning
  • Social Security (Age Pension)
  • Personal Insurance
  • Business Insurance
  • Aged Care
  • Budgeting and cashflow management

Qualifications

  • Certified Financial Planner CFP®
  • Bachelor of Business (Accounting)
  • Diploma of Financial Planning
  • Certificate IV in Mortgage Broking
  • Justice of the Peace

Memberships and Associations

  • Financial Planning Association of Australia
Simone Wills
Simone Wills
Relationship Manager

“I love helping people and seeing them smile. I also enjoy meeting people and enjoy working with our diverse mix of clients at Invest Blue.”

Simone joined Invest Blue in January 2020 as a Relationship Manager in the Coffs Office, after having worked for Moore Stephens for four-and-a-half years as an Administration Assistant.

Simone was born in Coffs Harbour. She is a third-generation farmer of the region in beef cattle, and on her family farm, they have also started grafting avocado trees three years ago. Simone is a busy lady, as aside from working for Invest Blue and farming, she has three children, Jorja, Tayla and Aidan, with her partner of 20 years Adam.

In her spare time, she enjoys the outdoors, camping, bushwalking, horse riding, and spending time with her cherished family and friends.

“I love helping people and seeing them smile. I also enjoy meeting people and enjoy working with our diverse mix of clients at Invest Blue.”

Simone joined Invest Blue in January 2020 as a Relationship Manager in the Coffs Office, after having worked for Moore Stephens for four-and-a-half years as an Administration Assistant.

Simone was born in Coffs Harbour. She is a third-generation farmer of the region in beef cattle, and on her family farm, they have also started grafting avocado trees three years ago. Simone is a busy lady, as aside from working for Invest Blue and farming, she has three children, Jorja, Tayla and Aidan, with her partner of 20 years Adam.

In her spare time, she enjoys the outdoors, camping, bushwalking, horse riding, and spending time with her cherished family and friends.

Meg Galloway
Meg Galloway
Relationship Manager

I am a firm believer that anything is possible! Invest Blue not only supports their clients but each other too.

Meg joined Invest Blue in 2021 as a Relationship Manager. Before joining Invest Blue, Meg spent several years working in audit at a casino, where she enjoyed being on the other side of peoples’ finances.

Meg enjoys working in the financial planning industry because she loves helping others achieve their goals and celebrating their wins!

In her spare time, Meg lives an active lifestyle outdoors with her family. While studying business, Meg travelled to San Francisco into the depths of Silicon Valley. It was there she learned that greatness truly is achievable.

 

Qualifications and Professional Accreditations:

- Bachelor of Business

- Diploma of Engineering

I am a firm believer that anything is possible! Invest Blue not only supports their clients but each other too.

Meg joined Invest Blue in 2021 as a Relationship Manager. Before joining Invest Blue, Meg spent several years working in audit at a casino, where she enjoyed being on the other side of peoples’ finances.

Meg enjoys working in the financial planning industry because she loves helping others achieve their goals and celebrating their wins!

In her spare time, Meg lives an active lifestyle outdoors with her family. While studying business, Meg travelled to San Francisco into the depths of Silicon Valley. It was there she learned that greatness truly is achievable.

 

Qualifications and Professional Accreditations:

- Bachelor of Business

- Diploma of Engineering