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Across NSW and QLD, 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.

Norwest Baulkham Hills

Suite 7.11, 12 Century Circuit Baulkham Hills, NSW 2153

Po Box 6681 Baulkham Hills BC NSW 2153

phone: 1300 346 837

fax: 1300 546 837

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Suite 7 12 Century Circuit, Baulkham Hills, NSW 2153

the Norwest office

Invest Blue provides Financial Advice in Norwest Baulkham Hills, NSW. Our office is conveniently located on Century Circuit, off Norwest Boulevard. 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 Norwest Baulkham Hills team

Steve Fort
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
David French
David French
Financial Planner, CFP / Office Development Manager

LI logo“I enjoy helping and motivating clients make the right financial decisions through all the changes that life brings. The personal relationship and service is paramount.”

David’s financial planning career commenced in 1999 after a successful period in Corporate Superannuation management. His superannuation background and knowledge provided a natural step into financial planning. David values personal relationships as well as financial guidance. He is proud of the fact that many customers have reciprocated loyalty through their journey.

David specialises in the areas of retirement planning, self managed superannuation, wealth creation strategies, borrowing strategies and employer Superannuation

David enjoys keeping fit through various sporting endeavours, is Chair of the local community association and has done a lot of work with the cancer council.

Qualifications

  • Certified Financial Planner
  • Bachelor of Science
  • Diploma of Superannuation Management (ASFA)
  • Diploma of Financial Planning
  • Diploma of Mortgage Broking
  • Justice of the Peace
  • Most Trusted Adviser designation; Beddoes Institute

Memberships

  • Financial Planning Association
  • Mortgage and Finance Association

LI logo“I enjoy helping and motivating clients make the right financial decisions through all the changes that life brings. The personal relationship and service is paramount.”

David’s financial planning career commenced in 1999 after a successful period in Corporate Superannuation management. His superannuation background and knowledge provided a natural step into financial planning. David values personal relationships as well as financial guidance. He is proud of the fact that many customers have reciprocated loyalty through their journey.

David specialises in the areas of retirement planning, self managed superannuation, wealth creation strategies, borrowing strategies and employer Superannuation

David enjoys keeping fit through various sporting endeavours, is Chair of the local community association and has done a lot of work with the cancer council.

Qualifications

  • Certified Financial Planner
  • Bachelor of Science
  • Diploma of Superannuation Management (ASFA)
  • Diploma of Financial Planning
  • Diploma of Mortgage Broking
  • Justice of the Peace
  • Most Trusted Adviser designation; Beddoes Institute

Memberships

  • Financial Planning Association
  • Mortgage and Finance Association
Chris Ogilvie
Chris Ogilvie
Director / Financial Planner, CFP

LI logo"Working with my clients and helping them live their best life is my core focus. Truly understanding what their needs, hopes and dreams are, then providing strategies and implementing solutions to make it all possible is what financial planning is all about to me"

"Our merger with Invest Blue is an exciting development for us. Our businesses have worked closely together for a number of years. The merger was a natural evolution of our close ties, common philosophies and passionate beliefs. Most importantly our business merge will deliver improved outcomes for all of our stakeholders - with our clients firmly at the core of this"

Chris has been a financial planner since 1999. He started out on his Financial Planning career working with his father Keith in what became Cornerstone Financial Group - a highly successful, award winning financial planning business.

Chris is a Director of Invest Blue as well as having been a Director and Board Member of the AMP Financial Planners Association (AMPFPA) for the past 3 years. He is currently the Chairman of the AMPFPA - a role that sees him work closely with fellow Financial Planners, AMP and a range of industry bodies on matters impacting the Financial Planning Industry.

Aside from his busy professional life, Chris loves spending quality time with his wife Nerys, children Laura and Tom and enjoying the company of family and friends.  He enjoys travelling, tries to keep his golf handicap at a respectable level and is also a fan of most sports played with a ball!

Qualifications

  • Certified Financial Planner
  • Diploma of Financial Planning
  • Bachelor of Economics
  • Justice of the Peace
  • SMSF Specialist Adviser with SPAA
  • Most Trusted Adviser designation; Beddoes Institute

Memberships

  • AMP Financial Planners Association

LI logo"Working with my clients and helping them live their best life is my core focus. Truly understanding what their needs, hopes and dreams are, then providing strategies and implementing solutions to make it all possible is what financial planning is all about to me"

"Our merger with Invest Blue is an exciting development for us. Our businesses have worked closely together for a number of years. The merger was a natural evolution of our close ties, common philosophies and passionate beliefs. Most importantly our business merge will deliver improved outcomes for all of our stakeholders - with our clients firmly at the core of this"

Chris has been a financial planner since 1999. He started out on his Financial Planning career working with his father Keith in what became Cornerstone Financial Group - a highly successful, award winning financial planning business.

Chris is a Director of Invest Blue as well as having been a Director and Board Member of the AMP Financial Planners Association (AMPFPA) for the past 3 years. He is currently the Chairman of the AMPFPA - a role that sees him work closely with fellow Financial Planners, AMP and a range of industry bodies on matters impacting the Financial Planning Industry.

Aside from his busy professional life, Chris loves spending quality time with his wife Nerys, children Laura and Tom and enjoying the company of family and friends.  He enjoys travelling, tries to keep his golf handicap at a respectable level and is also a fan of most sports played with a ball!

Qualifications

  • Certified Financial Planner
  • Diploma of Financial Planning
  • Bachelor of Economics
  • Justice of the Peace
  • SMSF Specialist Adviser with SPAA
  • Most Trusted Adviser designation; Beddoes Institute

Memberships

  • AMP Financial Planners Association
Ronald Ngo
Ronald Ngo
Financial Planner, CFP

LI logo"I enjoy educating clients, as well as giving them peace of mind by helping them make well informed financial decisions, as they plan for the ideal future"

Ronald has been in the financial services industry since 2006 and moved into financial planning in 2012.

Ronald has a double degree in Bachelor of Business Administration and Commerce majoring in Accounting with Macquarie University. In addition, he is a Certified Financial Planner (CFP).

Away from work, Ronald enjoys spending time with his wife and young daughter. He also enjoys the company of family, friends and neighbours.

Areas of specialisation

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

Qualifications

  • Certified Financial Planner (CFP)
  • Graduate Diploma of Financial Planning (Kaplan)
  • Self-Managed Superannuation Fund Certificate (Kaplan)
  • Bachelor of Business Administration & Commerce – Accounting (Macquarie University)
  • Justice of the Peace

Memberships and Associations

  •  Financial Planning Association

LI logo"I enjoy educating clients, as well as giving them peace of mind by helping them make well informed financial decisions, as they plan for the ideal future"

Ronald has been in the financial services industry since 2006 and moved into financial planning in 2012.

Ronald has a double degree in Bachelor of Business Administration and Commerce majoring in Accounting with Macquarie University. In addition, he is a Certified Financial Planner (CFP).

Away from work, Ronald enjoys spending time with his wife and young daughter. He also enjoys the company of family, friends and neighbours.

Areas of specialisation

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

Qualifications

  • Certified Financial Planner (CFP)
  • Graduate Diploma of Financial Planning (Kaplan)
  • Self-Managed Superannuation Fund Certificate (Kaplan)
  • Bachelor of Business Administration & Commerce – Accounting (Macquarie University)
  • Justice of the Peace

Memberships and Associations

  •  Financial Planning Association
Laraine McLeod
Laraine McLeod
Client Support Manager

Laraine joined Cornerstone Financial Group back in 2009 and is now one of our valued Client Support Managers since the merger.

Laraine has completed Diploma of Financial Planning (DFP1 and DFP2) with Deakin University. She is also currently studying Bachelor of Education – Early Childhood (Swinburne Online).

In her own time Laraine enjoys spending time with her husband and two boys aged 17 and 15 and getting outdoors with family and friends.

Laraine enjoys watching sporting events and is a fan of both the AFL and Cricket. She has been the Team Manager for Baulkham Hills U17-1 AFL since 2011 and has also been a team scorer for Seven Hills Cricket Club since 2007.

Laraine's other interests include attending musical performances, such as symphonies, operas, concerts and musical productions.

Laraine joined Cornerstone Financial Group back in 2009 and is now one of our valued Client Support Managers since the merger.

Laraine has completed Diploma of Financial Planning (DFP1 and DFP2) with Deakin University. She is also currently studying Bachelor of Education – Early Childhood (Swinburne Online).

In her own time Laraine enjoys spending time with her husband and two boys aged 17 and 15 and getting outdoors with family and friends.

Laraine enjoys watching sporting events and is a fan of both the AFL and Cricket. She has been the Team Manager for Baulkham Hills U17-1 AFL since 2011 and has also been a team scorer for Seven Hills Cricket Club since 2007.

Laraine's other interests include attending musical performances, such as symphonies, operas, concerts and musical productions.

Justine Richards
Justine Richards
Client Support Manager

Justine joined Cornerstone in 2011 and is now part of Invest Blue due to their recent merger. She originally worked within a receptionist role within the business and due to promotion is now a Client Support Manager.

Justine has always held customer service positions during her career and very much enjoysboth assisting clients and working within the financial planning industry.

Outside of the workplace Justine enjoys spending time with family and friends. Her interests also include cooking, reading and watching films.

Justine joined Cornerstone in 2011 and is now part of Invest Blue due to their recent merger. She originally worked within a receptionist role within the business and due to promotion is now a Client Support Manager.

Justine has always held customer service positions during her career and very much enjoysboth assisting clients and working within the financial planning industry.

Outside of the workplace Justine enjoys spending time with family and friends. Her interests also include cooking, reading and watching films.

Kimberly Tampus
Kimberly Tampus
Administrative Assistant

"I love working with IB because they make me feel valued."

Kim has a Bachelor of Science (Computer Application) and has many years of experience in customer service. She began working with Invest Blue in 2016 and likes working in the financial planning industry because of the knowledge she has gained in business and also in personal planning.

In her spare time, Kim enjoys spending time with her family, often watching movies and dining out together.

"I love working with IB because they make me feel valued."

Kim has a Bachelor of Science (Computer Application) and has many years of experience in customer service. She began working with Invest Blue in 2016 and likes working in the financial planning industry because of the knowledge she has gained in business and also in personal planning.

In her spare time, Kim enjoys spending time with her family, often watching movies and dining out together.