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

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Resources

Downloadable Resources

General Introduction Brochure – emailable

Goal setting (very simple)

Goal setting (complex)

Estate Planning

First Home Buyer

Thinking creatively about your future

Creating your budget

Super & savings benchmarks

Understanding Assets

Understanding Liabilities

Nominating Beneficiaries

Investment Report Card

Debt & Lending Philosophy

Investment Philosophy

SMSF Philosophy

Wealth Protection Philosophy

Government Support in Retirement

Aged Care Conversation Worksheet

Knowledge Centre – Fact Sheets

Small Business Tools

Business Advisory

Business Risks Scorecard

Business Value Assessment Checklist

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This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Invest Blue Pty Ltd (ABN 91 100 874 744) and Subsidiaries trading as Invest Blue, is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706