Steve Fort – Director, Head of Advice, Senior Financial Adviser, CFP
Trust is at the core of every relationship between a financial planner and client. It is difficult for those seeking financial advice to find an adviser that they can trust. However I believe that my existing clients are my best advocates and the long term relationships that exist with clients are the best evidence that this can be achieved.
Steve commenced his financial planning career in 2000 at his family business, Financial Independence Planners in Penrith. Prior to this Steve was employed as an accountant from the time he left school.
Steve has been responsible for growing the business in Penrith, Norwest, and the Central Coast. Steve is extremely proud that the team that grew with him at Financial Independence Planners remain an integral part of Invest Blue today.
This growth was achieved as there was always a focus on a long term relationship of trust and support with clients. Our focus on pre and post retirement advice meant that we have assisted many clients achieve their goal of financial independence, and these clients became strong advocates of the business.
Steve is passionate in supporting his clients to make those key financial decisions, and believes in the approach that a great financial adviser provides all the education and support required to help their clients make smarter financial decisions to live their best possible life.
Steve certainly believes that with his support, and the resources of the team at Invest Blue, that his clients do believe it’s possible to achieve their dreams, and their adviser will help them to do this.
Steve, and his wife Kerri, have three young children all growing up on the beautiful Central Coast of NSW. Steve and his kids are actively involved in many sporting clubs and teams, particularly the local Wamberal Surf Club in which Steve is a patrolling member, and the entire family is actively involved in many ways.
Areas of Specialisation
- Strategic advice and Financial Improvement Strategies
- Retirement Strategies
- Self Managed Superannuation
- In depth financial advice, including tax planning, debt and wealth creation strategies, trusts and estates, and aged care.
Qualifications
- Certified Financial Planner with the Financial Planning Association (FPA)
- Accredited Finance Broker
- Self Managed Superannuation Specialist Adviser with SPAA
- Diploma of Financial Planning
- Justice of the Peace
- Most Trusted Adviser designation; Beddoes Institute
Financial advice supporting aged care decisions
