we believe it’s possible
Across QLD, NSW 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.
Penrith
Suite 7, 8 Castlereagh Street Penrith NSW 2750
phone: 1300 346 837
fax: 1300 546 837
the Penrith office
Invest Blue provides Financial Advice in Penrith, NSW, conveniently located on Castlereagh Street. 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 Penrith team
Steve Fort
Director / Financial Planner, CFP / Office Development Manager
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
Hear from Steve's clients:
Financial advice supporting aged care decisions
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
Hear from Steve's clients:
Financial advice supporting aged care decisions
Michael Craig
Financial Planner, CFP / Office Development Manager
"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
Hear from Michael's clients:
"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
Hear from Michael's clients:
Luke Bowler
Financial Planner, CFP
"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)
Hear from Luke's clients:
"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)
Hear from Luke's clients:
Ronald Ngo
Financial Planner, CFP
"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 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
Peter Griffith
Financial Planner
“I am really passionate about working with people to assist them in achieving their aspirations. Realising that a client puts their trust in us deserves the greatest respect in return. This is what inspires me to maintain the highest education so that I can use as the village Maven!”
Peter is a Certified Financial Planner and has an Advanced Diploma in Financial Planning.
He spends his spare time with his wife and two daughters keeping busy with netball, ballet, water skiing/wakeboarding and a love for the Australian outdoors.
Qualifications
- CFP
- Advanced Diploma of Financial Planning
“I am really passionate about working with people to assist them in achieving their aspirations. Realising that a client puts their trust in us deserves the greatest respect in return. This is what inspires me to maintain the highest education so that I can use as the village Maven!”
Peter is a Certified Financial Planner and has an Advanced Diploma in Financial Planning.
He spends his spare time with his wife and two daughters keeping busy with netball, ballet, water skiing/wakeboarding and a love for the Australian outdoors.
Qualifications
- CFP
- Advanced Diploma of Financial Planning
Carmen Loughnan
Financial Planner
“With a focus on wholistic planning, I take the approach which is truly focused on going above and beyond to see clients achieve their financial goals and leave feeling truly taken care of.”
Carmen has been an AMP financial Planner coming up to 30 years. She has been the principal planner for Just b Financial in Blaxland since 2012, working with a wonderful team who has focused on supporting the client's well-being first and foremost. She prides herself on personable client relations and truly cares about the concerns of her clients, above all else. Carmen enjoys the wonderful Blue Mountains base and spends her weekends walking or cooking and spending much valued time with family and friends.
Qualifications
- Diploma of Financial Planning
“With a focus on wholistic planning, I take the approach which is truly focused on going above and beyond to see clients achieve their financial goals and leave feeling truly taken care of.”
Carmen has been an AMP financial Planner coming up to 30 years. She has been the principal planner for Just b Financial in Blaxland since 2012, working with a wonderful team who has focused on supporting the client's well-being first and foremost. She prides herself on personable client relations and truly cares about the concerns of her clients, above all else. Carmen enjoys the wonderful Blue Mountains base and spends her weekends walking or cooking and spending much valued time with family and friends.
Qualifications
- Diploma of Financial Planning
Fiona Renshaw
Relationship Manager
“I work with a passionate team of people who want to do the very best for our clients and families. My role is extremely rewarding as I enjoy helping our clients live their best possible lives."
Fiona has worked in the financial services industry for over 20 years and has an Advanced Diploma in Financial Planning. She is also currently studying her Undergraduate Diploma in Financial Planning. Fiona’s role as Advice Development Client Support Manager provides Financial Planners with advice and strategy development support and supports Invest Blue Clients with the implementation and review of their Financial Plans. Fiona works between the Penrith and Norwest office.
When not at work Fiona is busy with her two sporty high school children who love soccer, basketball and Oztag. She also loves to run and stay fit.
“I work with a passionate team of people who want to do the very best for our clients and families. My role is extremely rewarding as I enjoy helping our clients live their best possible lives."
Fiona has worked in the financial services industry for over 20 years and has an Advanced Diploma in Financial Planning. She is also currently studying her Undergraduate Diploma in Financial Planning. Fiona’s role as Advice Development Client Support Manager provides Financial Planners with advice and strategy development support and supports Invest Blue Clients with the implementation and review of their Financial Plans. Fiona works between the Penrith and Norwest office.
When not at work Fiona is busy with her two sporty high school children who love soccer, basketball and Oztag. She also loves to run and stay fit.
Carol Yon
Relationship Manager
"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 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.
Carolyn Elvy
Relationship Manager
“The opportunity to be a part of a client’s financial planning experience is a privilege. ”
Whether it is finding the answers to questions that may arise along the way or simply confirming the next appointment, Carolyn enjoys providing the support required to assist both clients and planners alike. Away from the office, she enjoys spending time with her husband and two daughters, family and friends.
“The opportunity to be a part of a client’s financial planning experience is a privilege. ”
Whether it is finding the answers to questions that may arise along the way or simply confirming the next appointment, Carolyn enjoys providing the support required to assist both clients and planners alike. Away from the office, she enjoys spending time with her husband and two daughters, family and friends.
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.