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we believe it’s possible
1300 346 837
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

Our Process

Goal setting (very simple)

Goal setting (complex)

Estate Planning

Refinancing

First Home Buyer

Thinking creatively about your future

Creating your budget

Super & savings benchmarks

Understanding Assets

Understanding Liabilities

Nominating Beneficiaries

Investment Report Card

Debt Recycling

Debt & Lending Philosophy 

Investment Philosophy

SMSF Philosophy

Wealth Protection Philosophy

Government Support in Retirement

Money Mindsets

Aged Care Conversation Worksheet

 

Knowledge Centre – Fact Sheets

 

Small Business Tools

Business Advisory

Business Risks Scorecard

Business Value Assessment Checklist

We'd love to make your financial dreams a reality.

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  • Norwest Baulkham Hills
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Your privacy is important to us and Invest Blue Pty Ltd ABN 91 100 874 744, trading as Invest Blue, which is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited. You may request access to your personal information at any time by calling us on 1300 346 837 or contacting AMP on 1300 157 173. Information collected will be subject to AMP's Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.

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