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we believe it’s possible
Invest Blue is passionate about helping people reach their goals and dreams by providing quality, tailored financial advice.

Maitland

3/12 Ken Tubman Drive, Maitland NSW 2320

phone: 02 4312 6000

fax: 02 4312 6001

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.

the Maitland team

Steve Fort
Director / Financial Planner, CFP / Office Development Manager

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

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
Theo Holland
Financial Planner

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 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)

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 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)
Nicholas Purnell
Financial Planner

Financial planning is all about providing support and building long term relationships with clients. I get great fulfilment from helping our clients to achieve their financial dreams.

Nicholas joined Invest Blue in September 2016 after completing his degree in Business and Commerce at the University of Newcastle with a keen passion to develop a career in financial planning. Prior to that, Nic spent 5 years as a manager in the retail industry.

Outside of work, Nic enjoys spending time with friends and family on the beautiful central coast. Nic also enjoys travelling with the goal of visiting New York in 2017.

Qualifications:

  • Bachelor of Business - University of Newcastle
  • Bachelor of Commerce - University of Newcastle
  • Diploma of Financial Planning - Kaplan
  • Currently studying a Master's of Financial Planning

Financial planning is all about providing support and building long term relationships with clients. I get great fulfilment from helping our clients to achieve their financial dreams.

Nicholas joined Invest Blue in September 2016 after completing his degree in Business and Commerce at the University of Newcastle with a keen passion to develop a career in financial planning. Prior to that, Nic spent 5 years as a manager in the retail industry.

Outside of work, Nic enjoys spending time with friends and family on the beautiful central coast. Nic also enjoys travelling with the goal of visiting New York in 2017.

Qualifications:

  • Bachelor of Business - University of Newcastle
  • Bachelor of Commerce - University of Newcastle
  • Diploma of Financial Planning - Kaplan
  • Currently studying a Master's of Financial Planning
Charna Rifai
Client Support 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. 

Kelly Hamence
Client Support Manager

Kelly joined the Invest Blue team in 2016 after a short time out of the workforce caring for her young family. She brings with her a wealth of experience in administration and marketing support roles, spending several years supporting marketing and sales teams, and heading up marketing campaigns for various local businesses. Kelly commenced her career in administration support roles with the financial services sector, both in Australia and the UK, and spent more than 7 years in executive support roles in this space.

Kelly is excited to be joining the Invest Blue Terrigal team and supporting both the team and local clients.

Outside of work, Kelly enjoys spending time with her husband and two children.

Kelly joined the Invest Blue team in 2016 after a short time out of the workforce caring for her young family. She brings with her a wealth of experience in administration and marketing support roles, spending several years supporting marketing and sales teams, and heading up marketing campaigns for various local businesses. Kelly commenced her career in administration support roles with the financial services sector, both in Australia and the UK, and spent more than 7 years in executive support roles in this space.

Kelly is excited to be joining the Invest Blue Terrigal team and supporting both the team and local clients.

Outside of work, Kelly enjoys spending time with her husband and two children.