Our History

Invest Blue is passionate about empowering people reach their goals and dreams by providing quality, tailored financial advice.

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Our Story

At Invest Blue we’re here to help. Help challenge you to dream bigger. Help your toughest obstacles seem smaller. Help you make better decisions with the support of tailored financial advice. Help you discover your own winning ways. And help you ultimately, to believe you can live your best life. Invest Blue. It’s possible.

Every year we grow because our clients share the impact we have in their lives with their friends and family. Our client stories are the best way for us to explain what we do so if you are thinking about getting some help with your financial affairs, you will learn best from them.

Big enough to deliver, small enough to care.

Invest Blue has a number of offices conveniently located in rural, coastal and city locations across QLD, NSW, ACT, TAS and VIC. All of our offices are supported by an operations team of technical advice, research, client experience, compliance and IT specialists. What this means for Invest Blue clients is that they can deal with someone local but also benefit from the expertise and support of the collective company.

We hold our financial planning license through AMP Financial Planning Pty Limited, one of Australia’s largest financial planning networks. Through our accreditation with AMP Financial Planning, we benefit from industry-leading training, support, research, and development.

We have access to independent, specialised investment knowledge through Russell Investments, a global leader in investment research.

We also have alliances with partners that specialise in general insurance, accounting, business planning and marriage separation to help address more of your financial needs.

The nature of our industry is changing, and we believe that in order for an adviser to be able to offer great advice, they need expert support. Our clients receive the benefits of that depth in our team. Our clients who have been along for the ride know that despite our growth, we are still here for them, and there are a number of people in the business who get to know them and advocate for their needs. For those who are new to the business, it may feel different to the smaller firms you were accustomed to, but we assure you, what does not change is that there are people here for you, who want to know what is most important to you and to help you achieve your dreams and goals.


New location: Cooranbong, Illawarra, Cessnock,

Aquired: Hobart Financial Planning Hurd Financial Elevate Vintage Wealth Country Wide Advice ARTT GrowUp Bridges Armidale

Merged with: Ironbank Asset Management


New locations: Wollongong, Camden, Gold Coast,

Aquired: Advice First CPR Wealth Luke Priddis Fagan Financial Services

Merged with: Advice First CPR Wealth Luke Priddis Fagan Financial Services


New locations: Canberra, Hobart, Newcastle, Maitland, Taree, Dubbo,

Aquired: Pinnacle Financial Planning Advisory Group Strategic Financial Planning Bravien FInancial


New locations: Kempsey, Scone,

Aquired: DFM Kempsey Country Wealth Your Future Wealth Brisbane Financial Services NAB Insurance Exceed Just B Financial


New locations: Melbourne, Sydney,

Aquired: Advanced Planning Tony Summers Hartmann Financial Solutions DKM Investment Services


New location: Bioloela,

Aquired: Powers Wealth


New location: Toowoomba,

Aquired: Advanced Planning Tony Summers Hartmann Financial Solutions DKM Investment Services


New locations: Baulkham Hills, Erina, Penrith,

Merged with: Cornerstone


New location: Grafton,


New location: Rockhampton,


New location: Gladstone,


New location: Brisbane,


Name change to Invest Blue


New locations: Coffs Harbour, Tamworth,


Name change to Invest New England


Name change to Trestrail, Lloyd & Haslam


Testuali, Llyod & Tombs


Jim Tombs AMP agency launched in Armidale

If you would like to find out more about Invest Blue or how we can help you live your best possible life, please get in touch.

Make your financial dreams a reality.