Melbourne

Only 8% of people reach financial independence. If I can have a much larger percentage of my clients reach financial independence and choose to live the lifestyles they want due to a plan that we have put in place for them, then the clients and I will be happy.

Steve's approach to providing advice to his clients is by first helping them to identify their goals and then put a plan into place to make this happen. With a background in the real estate industry as a property consultant Steve’s dream was to grow his own business.  An opportunity to pursue this dream presented itself in 1998 and he has not looked back.

Steve is incredibly proud of the New England region and is passionate about giving back to the region that his given him so much over the years. He has played an active role in local events since establishing Invest Blue, raising over $1 million for various charities and organisations. He was the founding member of the Armidale branch of Can Assist and is now Patron and Life Member. He also works with the Cancer Council. A focus of his contribution with this organization was to provide financial advice to patients diagnosed with terminal illness without cost, leading to recognition from AMP for being a leader in pro bono work in this field.

Steve loves spending time with his beautiful wife Jenni and four sons Tom, Sam, Joe & Jack. He loves supporting their sporting activities and keeping fit by cycling and surfing.

Areas of specialisation

• Wealth creation strategies
• Transition to retirement strategies
• Risk management strategies
• DIY and Self Managed Super Funds (SMSF Advice)

Qualifications and Professional Accreditations

• Advanced Diploma of Financial Services (Financial Planning)
• Justice of the Peace Commissioned for Declarations Department of Justice NSW
• Most Trusted Adviser designation; Beddoes Institute

Memberships

• Member of the Financial Planning Association of Australia

Hear from Steve's clients:

Robust Relationship & Relaxing Retirement

Fiercely independent and feeling safe

Keeping busy with the bees

Pursuing her philanthropic dreams without the worry

Have van will travel

Picture perfect

A decade of direction

Beefing up the Business

Riding along smoothly

A natural fit

Striding ahead

“It’s the scariest thing I have ever done!”

Winning has meant losing for Bernadene

“I love that I am able to make a difference in people’s lives by playing a vital role in helping clients make informed financial decisions. I am passionate about guiding clients to make dreams a reality."

Mina began her career in financial services in 2012 and holds a Double Bachelors Degree in Business Accounting and Business Banking and Finance. She has also completed her Diploma and Advanced Diploma in Financial Planning and is currently working towards completing her CFP Certification.

In her free time, Mina spends time with her three younger siblings to help her stepmother out.  She also loves being active and going on hikes.

Areas of specialisation

• Debt and cash flow management
• Wealth Protection
• Retirement planning
• Wealth creation strategies
• Self-managed super funds

Qualifications

• Bachelor of Business (Accounting)
• Bachelor of Business (Banking & Finance)
• Diploma of Financial Planning
• Advanced Diploma of Financial Planning

Memberships and Association FPA member

"I love being able to help my clients achieve their goals and dreams. I love getting to know my clients so I can understand what is important to them and their family."

As a Financial Adviser I strive to improve the quality of life for those who seek my advice and have a passion for improving their financial well-being. My aim is to be my client’s trusted adviser, to offer them a sounding board for their ideas, to challenge them to achieve their goals, to support them through difficult times and to celebrate with them when they achieve their goals.

Goran has joined Invest Blue in September 2019 and has been part of the finance industry since 2012. Prior to working as a Financial Planner, Goran worked as an accountant before realising that his passion lies in helping his clients plan their future. Goran holds a Bachelor’s Degree in Business from Swinburne University and an Advanced Diploma in Financial Planning.

Outside of work Goran loves spending time with his family and friends. He enjoys keeping fit and healthy by cycling and going to the gym.

Areas of specialisation

• Wealth creation strategies
• Debt and cashflow management
• Risk Insurance strategies
• Retirement planning

Qualifications

• Bachelor of Business
• Advanced Diploma of Financial Planning

Memberships and Associations

• Member of the Financial Planning Association (FPA)
• Million Dollar Round Table (MDRT)

Yanish has worked in the Financial Services and Banking industry since 2009 and has held various roles both as an adviser and in leadership within the industry.  He is a Certified Financial Planner, holds a Bachelor of Commerce, an Advanced Diploma in Financial Planning and a Postgraduate Diploma in Commerce majoring in Taxation.  He has also recently been admitted into an MBA program with Deakin University and is looking forward to the new challenge.

Yanish prides himself in having a contagious passion and strong belief in the industry.  He focuses on educating his clients to make smart money decisions as well as providing them with the support they required to help them gain financial clarity and feel confident about the future.

Away from the office, Yanish likes to play tennis, is an avid follower of the English Premier League and the AFL.  He is a passionate Bombers supporter and looks forward to flying the ‘grand old premiership flag’ high this year!

Jack has 3 years of International equities experience at Bell Potter, working across a range of asset classes and equities. After graduating from Monash University with a Master of International Business in 2016, Jack developed a keen interest in finance. Outside of work, Jack is passionate about the environment and is an avid Western Bulldogs supporter.

Qualifications

• Master of International Business, MIB
• Bachelor of Arts, BA

"I love working with Invest Blue because of the People.  Being part of a great team is one thing I always look upon in a company.  Able to meet them and work with them is an opportunity.  I like to work with people who keep me motivated and interested especially in terms of financial planning.  It’s not just the tasks that get me going but also the efforts we do that we are still able to work together. "

He has a Bachelor's Degree in Management Accounting. He previously worked as Operations Officer in Gana Siargao Island Resort. He like's working in a financial planning industry because he gets to learn a lot about taking care of your finances and gives you the idea of how to spend it wisely which creates you more wealth in the future. Help people achieve their dream goals and able to see them happy with their choices in life.

During his spare time, he likes playing his guitar. watch shows, movies and animes, read books and comics and also, exercise twice a week.