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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.

Maitland

Colonial Arcade, 16/420 High street, Maitland NSW 2320

PO Box 138 Maitland NSW 2320

phone: 1300 346 837

fax: 1300 546 837

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Colonial Arcade, 16/420 High street, Maitland NSW 2320

the Maitland office

Invest Blue provides Financial Advice in Maitland by appointment through our Terrigal team. 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.

 

Click here for the Advisory Group Financial Services Guide

the Maitland 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

Roy McLeod
Roy McLeod
Financial Planner

“I am extremely privileged to continue to be an integral part of my clients' journey after 20 years, and I very much look forward to the opportunity to provide the same level of care and advice for many more as they discover the benefits of financial advice and how we can help realise their dreams.”

A “Kelper” by birth, Roy moved to the UK from the Falkland Islands at the age of 10. Following a 15-year banking career in the UK, Roy migrated with his young family to Australia in 1994. Roy transitioned from Banking to Financial Planning in 1998 and subsequently gained his Financial Planning Diploma, CFP and in 2005 an Accredited SMSF Specialist.

Over 40 years in financial services both here in Australia and the UK has placed Roy in a strong position to assist a wide range of clients across a variety of occupations and professions, as well as the family business owner. Roy believes a trusted advisory client relationship is built and developed, with quality best interest advice, regular check-ins and mutual collaboration. Over time clients will see their dreams evolve and mature so they have a greater certainty to achieve the best possible outcomes.

Roy is blessed with 4 children and 4 grandchildren. Family is Roy's foundation, and he spends as much time as possible with them and his close circle of friends. As his youngest heads off to university, lockdown restrictions ease and international travel open's back up, Roy is looking forward to pursuing more global travel with a focus on reigniting his lost love of hiking. Relaxing and time out is achieved by escaping with a good book. For something a little more exciting you can see, from time to time, a closer Top Gear fanatic and a Cricket tragic emerge!

 

Qualifications and Professional Accreditations

  • Certified Financial Planner®
  • SMSF Specialist Adviser™

“I am extremely privileged to continue to be an integral part of my clients' journey after 20 years, and I very much look forward to the opportunity to provide the same level of care and advice for many more as they discover the benefits of financial advice and how we can help realise their dreams.”

A “Kelper” by birth, Roy moved to the UK from the Falkland Islands at the age of 10. Following a 15-year banking career in the UK, Roy migrated with his young family to Australia in 1994. Roy transitioned from Banking to Financial Planning in 1998 and subsequently gained his Financial Planning Diploma, CFP and in 2005 an Accredited SMSF Specialist.

Over 40 years in financial services both here in Australia and the UK has placed Roy in a strong position to assist a wide range of clients across a variety of occupations and professions, as well as the family business owner. Roy believes a trusted advisory client relationship is built and developed, with quality best interest advice, regular check-ins and mutual collaboration. Over time clients will see their dreams evolve and mature so they have a greater certainty to achieve the best possible outcomes.

Roy is blessed with 4 children and 4 grandchildren. Family is Roy's foundation, and he spends as much time as possible with them and his close circle of friends. As his youngest heads off to university, lockdown restrictions ease and international travel open's back up, Roy is looking forward to pursuing more global travel with a focus on reigniting his lost love of hiking. Relaxing and time out is achieved by escaping with a good book. For something a little more exciting you can see, from time to time, a closer Top Gear fanatic and a Cricket tragic emerge!

 

Qualifications and Professional Accreditations

  • Certified Financial Planner®
  • SMSF Specialist Adviser™
Connor McLeod
Connor McLeod
Associate

“I love working alongside clients, helping them achieve their goals and providing financial certainty so they can live financially stress free.”

Connor joined Invest Blue in 2021 as an Associate. Currently studying a Bachelor of Business (Financial Planning), Connor started in the finance industry in 2014 working as Client Service Administration within a Boutique Financial Planning in Maitland, NSW. Soon he found himself completing a Diploma of Financial Planning and moving up to Client Service Manager, then as the in-house Paraplanner.

Outside of work, Connor’s time is spent with his beautiful wife and daughter, and prior to Covid-19, life was centred around traveling and seeing what tasty food the world has to offer (Greek & Vietnamese coming equal 1st at the moment)! Connor also enjoys hitting the gym, focusing on nourishing foods, and doing random headstands.

 

Qualifications and Professional Accreditations

  • Diploma of Financial Planning

“I love working alongside clients, helping them achieve their goals and providing financial certainty so they can live financially stress free.”

Connor joined Invest Blue in 2021 as an Associate. Currently studying a Bachelor of Business (Financial Planning), Connor started in the finance industry in 2014 working as Client Service Administration within a Boutique Financial Planning in Maitland, NSW. Soon he found himself completing a Diploma of Financial Planning and moving up to Client Service Manager, then as the in-house Paraplanner.

Outside of work, Connor’s time is spent with his beautiful wife and daughter, and prior to Covid-19, life was centred around traveling and seeing what tasty food the world has to offer (Greek & Vietnamese coming equal 1st at the moment)! Connor also enjoys hitting the gym, focusing on nourishing foods, and doing random headstands.

 

Qualifications and Professional Accreditations

  • Diploma of Financial Planning
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. 

Robyn Thomson
Robyn Thomson
Relationship Manager

“I am passionate about giving my clients total peace of mind and am proud of the trusted relationships I have developed over the years.”

Robyn joined Invest Blue in 2021 as a Relationship Manager. Prior to joining Invest Blue, Robyn had been working in the financial planning industry for 22 years in client service, administration and implementation.

Robyn has also worked in the hospitality industry for many years and it was from here that she developed her strong client service focus. She has completed 3 subjects of a Diploma of Financial Planning in between raising her 2 active and now grown-up sons and doing bookwork for her husband’s business.

Outside of work, Robyn loves to go to the gym, do yoga or Qi Gong or spend time at the beach catching up with friends. Her favourite day out is when she can get all her boys together – including her fur baby.

“I am passionate about giving my clients total peace of mind and am proud of the trusted relationships I have developed over the years.”

Robyn joined Invest Blue in 2021 as a Relationship Manager. Prior to joining Invest Blue, Robyn had been working in the financial planning industry for 22 years in client service, administration and implementation.

Robyn has also worked in the hospitality industry for many years and it was from here that she developed her strong client service focus. She has completed 3 subjects of a Diploma of Financial Planning in between raising her 2 active and now grown-up sons and doing bookwork for her husband’s business.

Outside of work, Robyn loves to go to the gym, do yoga or Qi Gong or spend time at the beach catching up with friends. Her favourite day out is when she can get all her boys together – including her fur baby.

Joanne Stalling
Joanne Stalling
Associate

Jo joined Invest Blue in 2021 as an Associate. Before joining Invest Blue, Jo has been in the Financial Planning industry for 30 years. She has worked in a range of roles in funds management and financial planning and most recently in her own contract paraplanning business for 15 years. Jo is passionate about good client service and seeing people achieve their goals.

Qualifications and Professional Accreditations:

  • Diploma of Financial Planning

Jo joined Invest Blue in 2021 as an Associate. Before joining Invest Blue, Jo has been in the Financial Planning industry for 30 years. She has worked in a range of roles in funds management and financial planning and most recently in her own contract paraplanning business for 15 years. Jo is passionate about good client service and seeing people achieve their goals.

Qualifications and Professional Accreditations:

  • Diploma of Financial Planning
Lee-Anne Saunders
Lee-Anne Saunders
Financial Planner

 Lee-Anne joined Invest Blue in 2021 as a Financial Adviser. Before joining Invest Blue, Lee-Anne has 23 years of experience in the Financial Planning industry and continues to find great pleasure in helping our clients reach their ideal personal financial goals.

Lee-Anne has a hubby, Norm, a young adult daughter, Hannah and a slightly spoilt but very adorable miniature-schnauzer, Watson Harvey Chapman Saunders (who often makes guest appearances in teams meetings).

Outside of work, Lee-Anne enjoys reading, completing crosswords with her husband (they are only slightly competitive) and when able to, she enjoys a nice glass of wine whilst hosting and cooking for family and friends. Lee-Anne is also forever searching for the perfect dress to add to her collection - this remains an ongoing job on her to-do list!

 

Qualifications and Professional Accreditations:

  • Diploma of Financial Planning

 Lee-Anne joined Invest Blue in 2021 as a Financial Adviser. Before joining Invest Blue, Lee-Anne has 23 years of experience in the Financial Planning industry and continues to find great pleasure in helping our clients reach their ideal personal financial goals.

Lee-Anne has a hubby, Norm, a young adult daughter, Hannah and a slightly spoilt but very adorable miniature-schnauzer, Watson Harvey Chapman Saunders (who often makes guest appearances in teams meetings).

Outside of work, Lee-Anne enjoys reading, completing crosswords with her husband (they are only slightly competitive) and when able to, she enjoys a nice glass of wine whilst hosting and cooking for family and friends. Lee-Anne is also forever searching for the perfect dress to add to her collection - this remains an ongoing job on her to-do list!

 

Qualifications and Professional Accreditations:

  • Diploma of Financial Planning
Karren Webster
Karren Webster
Relationship Manager

“I am a strong believer in bringing a positive can-do attitude to every area of my life.”

Karren joined Invest Blue in 2021 as a Relationship Manager. Before joining Invest Blue, Karren has over 30 years of experience in the banking and finance industry – the last five in financial planning.

Karren is a devoted wife and a proud mother. She enjoys gardening, cooking and looking after her family, two dogs, bees and the environment.

 

Qualifications and Professional Accreditations:

  • Diploma of Financial Planning
  • Justice of the Peace

“I am a strong believer in bringing a positive can-do attitude to every area of my life.”

Karren joined Invest Blue in 2021 as a Relationship Manager. Before joining Invest Blue, Karren has over 30 years of experience in the banking and finance industry – the last five in financial planning.

Karren is a devoted wife and a proud mother. She enjoys gardening, cooking and looking after her family, two dogs, bees and the environment.

 

Qualifications and Professional Accreditations:

  • Diploma of Financial Planning
  • Justice of the Peace
Jerry Cuesta Jr.
Jerry Cuesta Jr.
Administrative Assistant

"I love working with Invest blue because of the positive vibe they give off and the warm welcome I receive from them when I first join them."

Jerry has a Bachelor of Science in Accounting Technology and Accountancy degree. He took his job internship as a Junior Accountant at a local Auditing and Accounting firm.

He likes working in the financial industry because he wants to help people in fulfilling their life goals and dreams.

During his spare time, Jerry likes to play computer games, watching movies and streaming videos online

"I love working with Invest blue because of the positive vibe they give off and the warm welcome I receive from them when I first join them."

Jerry has a Bachelor of Science in Accounting Technology and Accountancy degree. He took his job internship as a Junior Accountant at a local Auditing and Accounting firm.

He likes working in the financial industry because he wants to help people in fulfilling their life goals and dreams.

During his spare time, Jerry likes to play computer games, watching movies and streaming videos online