Penrith

Trust 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

"My core focus is working with my clients on their financial goals and dreams; implementing strategies that compliment these goals and dreams is what financial planning is all about." 

Michael commenced his working life in the banking industry back in 1990 and moved into financial planning in 1999. Michael enjoys having a career centred around helping clients achieve their financial goals, and finds it very satisfying.

Michael specialises in the areas of personal superannuation including self managed Superannuation, retirement planning and mortgage and finance broking.

Most of Michael’s spare time is spent in and around the world of BMX. Both his children love racing their bikes. BMX is a fantastic sport, albeit an extreme one!

Qualifications and Professional Accreditations

• Certified Financial Planner
• Accredited Mortgage Consultant
• Diploma of Financial Planning (Deakin University)
• Self-Managed Superannuation Fund Certificate (Kaplan)
• Justice of the Peace
• Most Trusted Adviser designation; Beddoes Institute

Memberships

• Member of Financial Planning Association of Australia
• Member of the Mortgage and Finance Industry Association of Australia

"I love to work with my clients and hear about what they want to achieve in retirement and help them meet their goals."

Luke joined Invest Blue in June 2015 after starting in financial planning in 2005 along with his father in their family business. He completed a Bachelor of Business (Applied Finance) at the University of Western Sydney and he has also completed a Diploma of Financial Services (Financial Planning).

Luke spends his spare time with his wife and two children and enjoys playing golf and basketball.

Areas of Specialisation: 

• Wealth creation strategies
• Transition to retirement strategies
• Risk Insurance Strategies
• Retirement planning

Qualifications: 

• Diploma of Financial Services (Financial Planning)
• Bachelor of Business (Applied Finance)
• Certified Financial Planner (CFP)
• Justice of the Peace NSW

Memberships:

• Financial Planning Association of Australia (FPA)

"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

"I enjoy the client contact."

Since migrating to Australia, Carol has worked in the financial services industry; firstly at the AMP office in Parramatta and then at the Financial Independence Planners for Steve Fort.

Carol enjoys being able to work with previous colleagues once again and being able to see previous clients from FIP that are now with Invest Blue.

Carol's strengths include client interaction and her knowledge of the financial planning process.

Outside of work Carol enjoys to travel and playing poker.

"I love how Invest Blue lives by their Core Values. I feel like everyone is doing the right things for the right reasons, and our common purpose and understanding helps people build great working relationships. The alignment of everyone's values helps the organization as a whole to achieve its core mission."

Brylle has a Bachelor's Degree in Business Administration and has Human Resources and Marketing experience as an intern with a real estate company. As his first job, Brylle began working with Invest Blue in 2017 and likes working in the financial planning industry because the work he does gives him a sense of fulfilment. Knowing he is a part of a process that enriches people's lives is something he is proud of, and he feels empowered doing it for a living!

In his spare time, Brylle loves to paint, taking pictures, reading books, watching documentaries, and spending time with family and friends.