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we believe it’s possible
Across QLD, NSW, ACT, TAS 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.

Scone

Scone

125 Liverpool Street, Scone NSW 2337

PO Box 145, Scone NSW 2337

phone: 1300 346 873

fax: 1300 546 837

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125 Liverpool Street, Scone NSW 2337

the Scone office

Invest Blue provides Financial Advice in Scone, NSW, located conveniently on Liverpool Street. We are equipped with a strong team of Certified 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 Relationship Managers who work hard every day 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 Scone team

Michael Gillett
Michael Gillett
Financial Planner

“I am passionate about helping local people and families access quality financial advice that has the ability to make a positive impact on their lives.

Michael has been in the financial services industry for over 25 years, working in various roles in Australia, the US and UK. For 17 years he was a Chartered Accountant in Scone, NSW and Perth, where he provided tax and business advice to primarily small businesses. He has also undertaken roles in the UK spanning from management accounting to financial control. Michael joins the Invest Blue team after running his own firm, Country Wealth in Scone from 2005.

In his free time, you will find Michael spending time with his family and embarking on mountain trail runs in the early morning.

 

Areas of specialisation:

  • Wealth creation strategies
  • Debt and cashflow management
  • Retirement planning
  • Self-managed superannuation
  • Aged care advice
  • Business succession and keyman protection
  • General personal insurances
  • Aircrew/pilots personal insurances (rotary and fixed-wing)
  • Paramedic and emergency services personal insurances

Qualifications:

  • Bachelor of Business (Accounting)
  • Chartered Accountant
  • Graduate Diploma in Financial Planning
  • Certified Financial Planner (CFP)
  • FASEA Education standards met

Memberships:

  • Institute of Chartered Accountants in Australia and New Zealand
  • Financial Planning Association of Australia

 

“I am passionate about helping local people and families access quality financial advice that has the ability to make a positive impact on their lives.

Michael has been in the financial services industry for over 25 years, working in various roles in Australia, the US and UK. For 17 years he was a Chartered Accountant in Scone, NSW and Perth, where he provided tax and business advice to primarily small businesses. He has also undertaken roles in the UK spanning from management accounting to financial control. Michael joins the Invest Blue team after running his own firm, Country Wealth in Scone from 2005.

In his free time, you will find Michael spending time with his family and embarking on mountain trail runs in the early morning.

 

Areas of specialisation:

  • Wealth creation strategies
  • Debt and cashflow management
  • Retirement planning
  • Self-managed superannuation
  • Aged care advice
  • Business succession and keyman protection
  • General personal insurances
  • Aircrew/pilots personal insurances (rotary and fixed-wing)
  • Paramedic and emergency services personal insurances

Qualifications:

  • Bachelor of Business (Accounting)
  • Chartered Accountant
  • Graduate Diploma in Financial Planning
  • Certified Financial Planner (CFP)
  • FASEA Education standards met

Memberships:

  • Institute of Chartered Accountants in Australia and New Zealand
  • Financial Planning Association of Australia

 

Ben Hodges
Ben Hodges
Financial Planner

I want to make a difference by developing lasting relationships with my clients as they journey through life. I want to help them achieve their dreams and aspirations through smart decisions and sound financial advice”  

Ben joined Invest Blue in March 2021 bringing with him 16 years of experience in investment and financial services. He graduated with a Bachelor of Business Management degree from the University of Newcastle and was awarded the Fellow Chartered Financial Practitioner designation in 2016. Ben has spent several years working in London at a leading UK wealth management firm and living in The Netherlands before returning home with his wife and young family to join Invest Blue.

“It takes 20 years to build a reputation and 5 minutes to ruin it. When you think about that, you’ll do things differently’  - Warren Buffett

Outside of work Ben enjoys a strum on his guitar, a walk in the woods and spending time with his young family. Ben serves on the committee for the Hunter Water Keepers Alliance.

Areas of specialisation

  • Lifetime Cashflow modelling
  • Debt and cashflow management
  • Wealth creation and protection strategies
  • Risk Insurance strategies
  • Transition to Retirement planning
  • Succession planning

 

Qualifications

  • Fellow Chartered Financial Practitioner
  • Bachelor of Business Management
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services (Financial Planning)
  • UK Diploma of Financial Services (Financial Planning)

 

Memberships and Associations

  • Chartered Insurance Institute (London)
  • Personal Finance Society (London)

I want to make a difference by developing lasting relationships with my clients as they journey through life. I want to help them achieve their dreams and aspirations through smart decisions and sound financial advice”  

Ben joined Invest Blue in March 2021 bringing with him 16 years of experience in investment and financial services. He graduated with a Bachelor of Business Management degree from the University of Newcastle and was awarded the Fellow Chartered Financial Practitioner designation in 2016. Ben has spent several years working in London at a leading UK wealth management firm and living in The Netherlands before returning home with his wife and young family to join Invest Blue.

“It takes 20 years to build a reputation and 5 minutes to ruin it. When you think about that, you’ll do things differently’  - Warren Buffett

Outside of work Ben enjoys a strum on his guitar, a walk in the woods and spending time with his young family. Ben serves on the committee for the Hunter Water Keepers Alliance.

Areas of specialisation

  • Lifetime Cashflow modelling
  • Debt and cashflow management
  • Wealth creation and protection strategies
  • Risk Insurance strategies
  • Transition to Retirement planning
  • Succession planning

 

Qualifications

  • Fellow Chartered Financial Practitioner
  • Bachelor of Business Management
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services (Financial Planning)
  • UK Diploma of Financial Services (Financial Planning)

 

Memberships and Associations

  • Chartered Insurance Institute (London)
  • Personal Finance Society (London)
Kelly Malone
Kelly Malone
Relationship Manager

 “Passionate about building the client relationship, I find it truly rewarding to work in an industry where we can help local families and clients achieve their financial dreams and goals.”

Kelly joined the Invest Blue team in 2020 after working in the financial services industry as an Administration Assistant with Country Wealth since 2012. Prior to this, she moved to Scone from Victoria to take up an opportunity to work on some of the best-thoroughbred farms in Australia.

In her spare time, Kelly is busy running around and cooking for two teenage boys and enjoys spending time with family and friends, reading and watching a good Netflix program.

 “Passionate about building the client relationship, I find it truly rewarding to work in an industry where we can help local families and clients achieve their financial dreams and goals.”

Kelly joined the Invest Blue team in 2020 after working in the financial services industry as an Administration Assistant with Country Wealth since 2012. Prior to this, she moved to Scone from Victoria to take up an opportunity to work on some of the best-thoroughbred farms in Australia.

In her spare time, Kelly is busy running around and cooking for two teenage boys and enjoys spending time with family and friends, reading and watching a good Netflix program.

Jason Osumo
Jason Osumo
Administrative Assistant

​"I love working with InvestBlue because I can feel that the people here value each other's opinion. It doesn't matter if you're talking to someone higher up in rank, they value everyone! I can also see that they take really good care of their employees and clients and it's such a joy being a part of a practice that helps others, no matter how small the goal. "

Jason has a Bachelor's degree in Psychology. He used to work as a payroll officer for 2 and a half years for Airborne Security and a Foreign Embassy Liaison for Magsaysay Maritime Corporation for 6 months.

He likes working in the financial planning industry because it's amazing to him how much a little planning of finances can go a long way in achieving what you want out of life. He never really thought about finances when he was younger, so it's a great eye-opener to see that it really is important if you want to maximize your enjoyment out of life.

During his spare time, Jason lives, breathes, sleeps and eats ice hockey. It's his favourite thing in the entire world. If he's not at the local rink playing hockey, He's either watching hockey at home or playing hockey on the Playstation.

​"I love working with InvestBlue because I can feel that the people here value each other's opinion. It doesn't matter if you're talking to someone higher up in rank, they value everyone! I can also see that they take really good care of their employees and clients and it's such a joy being a part of a practice that helps others, no matter how small the goal. "

Jason has a Bachelor's degree in Psychology. He used to work as a payroll officer for 2 and a half years for Airborne Security and a Foreign Embassy Liaison for Magsaysay Maritime Corporation for 6 months.

He likes working in the financial planning industry because it's amazing to him how much a little planning of finances can go a long way in achieving what you want out of life. He never really thought about finances when he was younger, so it's a great eye-opener to see that it really is important if you want to maximize your enjoyment out of life.

During his spare time, Jason lives, breathes, sleeps and eats ice hockey. It's his favourite thing in the entire world. If he's not at the local rink playing hockey, He's either watching hockey at home or playing hockey on the Playstation.

Ronald Calderon
Ronald Calderon
Administrative Assistant

Invest Blue is a fun and exciting place to work. Everyone is very helpful and friendly.

Ronald took up Bachelor of Science in Business Administration majoring in Human Resource Development and Management from the University of San Carlos. He was a Customer Service Associate and had handled healthcare, retail, banking, and telecommunication accounts across the US, UK, and AU. He then got promoted and joined the Human Resources – Recruitment team. Working in the financial planning industry made him realize how important it is to manage one's own finances and plan for one's future in a more structured way possible.

Ronald love's travelling, going to the beach and taking a lot of pictures. He also likes to cook and read Marvel comic books on his spare time.

Invest Blue is a fun and exciting place to work. Everyone is very helpful and friendly.

Ronald took up Bachelor of Science in Business Administration majoring in Human Resource Development and Management from the University of San Carlos. He was a Customer Service Associate and had handled healthcare, retail, banking, and telecommunication accounts across the US, UK, and AU. He then got promoted and joined the Human Resources – Recruitment team. Working in the financial planning industry made him realize how important it is to manage one's own finances and plan for one's future in a more structured way possible.

Ronald love's travelling, going to the beach and taking a lot of pictures. He also likes to cook and read Marvel comic books on his spare time.