In June 2021 Strategic Partnered with Invest Blue.
Strategic Financial Planning was founded in Hobart Tasmania in 1996 and has had a strong relationship with Invest Blue for over 10 years. The Strategic Team have now joined the Invest Blue family and we are all very excited to welcome them along with the wonderful group of clients Strategic has been serving.
Financial Planner and Founding Partner Todd Burrows explains, “The merge enables us to continue the strategic and goal focussed advice we’ve always been renowned for. Whilst we will still have a tailor-made approach, it will be with improved service delivery. Our partnership with Invest Blue makes us big enough to deliver but still small enough to care about each and every family we work with”.
You can read the full interview with Todd Burrows here.
At Invest Blue we empower people to live their best possible life. This may seem like a big task – but we thrive on it and have been helping our clients do just that for over 25 years. Invest Blue is a healthy, growing financial advisory practice because we work hard to deliver outcomes to our clients. We have 23 locations across VIC, NSW, ACT, QLD and now TAS.
We believe in a holistic approach to financial planning, this is why there are more of us working behind the scenes to support the incredible work our Advisers and Relationship Managers undertake to help clients feel confident, be clear about your dreams and goals, and ensure you’re comfortable that you are on the right path to realising them.
We will continue to serve our clients from the same location:
Invest Blue location