Knowledge Centre
Invest Blue is passionate about empowering people to reach their goals and dreams by providing quality, tailored financial advice.
Retirement Planning
- Preparing for retirement
- Transitioning into retirement
- Debt reduction
- Estate planning
- Living your dream retirement
Home Loans and Leveraging Equity
- Home loan options
- Refinancing
- First home owners
- Leveraging home equity
Budgeting & Goal Setting
- Identifying your dreams and goals
- Understanding where you are now
- Building a budget that works for you
- Money mindsets
Debt Management
- Strategies to reduce debt
- Good debt and bad debt
- Debt recycling
- Money mindsets
Estate Planning & Inheritance
- Estate planning and Will preparation
- Coming into an inheritance
- How tax works when giving or receiving an inheritance
- Family succession planning
Aged Care
- Aged care living options
- Maximising your income and making it last
- Discussing aged care with loved ones
Investing & Wealth Management
- Investment options
- Investment strategies
- Understanding your investment style
Wealth Protection & Insurance
- Types of insurance
- How much cover do you need?
- Insurance in your super
Money, Family & Relationships
- Family & money management
- Divorce & separation
- Managing finances in a relationship
Superannuation & SMSF
- Strategies to boost your super
- Is SMSF right for you?
- Accessing your super
Should I see an Adviser?
- When is the right time to see an Adviser?
- How to choose the right Adviser for you
- Is it worth seeing an Adviser?
Tax
- Tax tips and resources
- Making additional contributions
- Preparing for Tax Time