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we believe it’s possible
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.

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

Michael Craig
Michael Craig
Financial Planner, CFP / Office Development Manager

LI logo"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

LI logo"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
Luke Bowler
Luke Bowler
Financial Planner, CFP

LI logo"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)

LI logo"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)
Fiona Renshaw
Fiona Renshaw
Client Support Manager

"Anything is possible, you just have to work at it"

Fiona has worked within the financial services industry since she arrived from England back in 1995.

Since then she has performed a variety of roles, from supporting financial planners to compliance.  Fiona has an Advanced Diploma of Financial Planning and has completed product and SMSF accreditations.  She enjoys a challenge and is focused on delivering excellent client service.

Fiona is married with two entertaining, sporty children who are currently in primary school.  Fiona enjoys running and has completed many fun runs, a few marathons and ultra-marathons.  She took part in her first 100k team run in 2013 and won!  Fiona is driven by the belief of ‘anything is possible, you just have to work at it’.

"Anything is possible, you just have to work at it"

Fiona has worked within the financial services industry since she arrived from England back in 1995.

Since then she has performed a variety of roles, from supporting financial planners to compliance.  Fiona has an Advanced Diploma of Financial Planning and has completed product and SMSF accreditations.  She enjoys a challenge and is focused on delivering excellent client service.

Fiona is married with two entertaining, sporty children who are currently in primary school.  Fiona enjoys running and has completed many fun runs, a few marathons and ultra-marathons.  She took part in her first 100k team run in 2013 and won!  Fiona is driven by the belief of ‘anything is possible, you just have to work at it’.

Jane Bes
Jane Bes
Client Support Manager

“I love working with our clients and to think outside the square and  exceed expectations.”

 Joining Invest Blue in 2015 I enjoy being part of a team that puts ours clients first and helps them achieve their financial goals. Having worked within the Real Estate and Mortgage Broking industries, I hope to provide our clients with a positive and well informed experience, one that will have them seeing the rewards for many years to come.

My qualifications include a Certificate IV in Financial Services (Finance/Mortgage Broking) and a Certificate of Registration – Property, Stock and Business as well as many years in customer focused roles.

Outside of work I love exploring new places and experiencing new things, whether it’s going on holidays or taking in a local bushwalk. With two active children we are always out and about but at the end of the day I enjoy putting my feet up with a good book!

“I love working with our clients and to think outside the square and  exceed expectations.”

 Joining Invest Blue in 2015 I enjoy being part of a team that puts ours clients first and helps them achieve their financial goals. Having worked within the Real Estate and Mortgage Broking industries, I hope to provide our clients with a positive and well informed experience, one that will have them seeing the rewards for many years to come.

My qualifications include a Certificate IV in Financial Services (Finance/Mortgage Broking) and a Certificate of Registration – Property, Stock and Business as well as many years in customer focused roles.

Outside of work I love exploring new places and experiencing new things, whether it’s going on holidays or taking in a local bushwalk. With two active children we are always out and about but at the end of the day I enjoy putting my feet up with a good book!

Carol Yon
Carol Yon
Client Support Manager

LI logo"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.

LI logo"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.