Stephen O’Donoghue
Financial Adviser
Stephen O’Donoghue – Financial Adviser
“Having been a passionate planner for over 20 years partnering with Invest Blue enables me to ensure my clients receive services from a company that is committed to delivering high-quality advice to clients so that can understand and be confident in their future. With Justin, my son we have built strong relationships with our clients and want this to continue into the future when, like my clients, I want to retire”
Stephen has been advising clients for 25 years and continues to enjoy the trust and openness of his clients to achieve their goals whether it be planning for an exciting retirement, protecting their family’s financial future should something unforeseen happen, or simply providing advice on how to growth their funds and manage risk.
Many of his clients have shared his journey over those 25 years. Stephen believes clients trust us with their most intimate details; their goals and personal circumstances and it is this trust that enables us to work so closely together with them. Many clients become good friends.
In conjunction with their team, they can provide advice on your superannuation, pension and investments account whether in industry, retail or SMSF funds. Structure and asset mix will influence your long-term outcome significantly.
Part of Stephen’s commitment is to his community. Currently, he is a Captain of a local RFS brigade and have been a member of the Rural Fire Service for over 40 years.
