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we believe it’s possible
Invest Blue is passionate about helping people reach their goals and dreams by providing quality, tailored financial advice.

Banking and Lending

the banking and lending team

At Invest Blue, we’re here to help  you find the right loan and lender to complement your individual circumstances. We will guide you through your loan search to secure the right loan for your needs to completion of your loan and beyond.

Lending Credit Guide

How We Can Help You

Home loans

Invest Blue has access to a range of financiers and will ensure you get the right loan taking into consideration the fees lenders charge, the features each loan offers and the term you require.

Commercial loans

By using a range of commercial financiers, Invest Blue can find the best product to suit your individual business circumstances. We also understand how each major business lender in the market place views a particular industry and have access to their current lending policy on that industry.

Car finance

Invest Blue provides personal and commercial loans and insurance with term options ranging from 12 months to 5 years allowing repayments to be tailored to individual requirements.

  • car loans
  • commercial hire
  • finance leasing
  • operating leasing
  • novated leasing

Asset / Equipment finance

Updating old equipment to become more competitive or simply replacing outdated equipment, Invest Blue uses a range of financiers for Leasing, Hire Purchase, Chattel Mortgage and Novated Leasing.

  • motor vehicles
  • trucks
  • office equipment
  • industrial plant
  • earth moving and agricultural equipment
  • asset finance solutions and structures for your business

Experience

Our Banking and Lending Manager, Geoff Murray has over 10 years professional lending experience gained in roles at ANZ Bank, Aussie and running his own business.

Geoff has comprehensive knowledge of the property market which allows him to select the right loan and lender to complement your individual circumstances.

One-Stop Shopping

There’s no more travelling around all the banks and other lenders for information and advice. Invest Blue can access loans from a number of lenders and can quickly find the loan that most suits your needs.

Geoff Murray
Geoff Murray
Lending Manager & Credit Adviser

LI logoGeoff has always had a strong interest in real estate so mortgage broking seemed like a great opportunity to learn more and be involved in the industry. He has successfully owned and operated his own mortgage broking business and now brings his valuable knowledge and experience to the Invest Blue team.

Geoff loves spending time with people, he has a background working in the hospitality industry and travelling, and he has lived in London and travelled extensively around the globe. He enjoys all sports including rugby league, rugby union, touch football, soccer and cricket.

Areas of specialisation

  • Business and Commercial Finance
  • Mortgage Finance
  • Asset Finance
  • Home Loans
  • Investment Loans
  • Car and Equipment Finance
  • Self Managed Super Fund Lending

Qualifications and Professional Accreditations

  • Mortgage & Finance Association of Australia (MFAA) Credit Adviser
  • Diploma of Finance and Mortgage Broking Management

Memberships

  • Mortgage & Finance Association of Australia (MFAA)
  • Financial Ombudsman Service (FOS)

LI logoGeoff has always had a strong interest in real estate so mortgage broking seemed like a great opportunity to learn more and be involved in the industry. He has successfully owned and operated his own mortgage broking business and now brings his valuable knowledge and experience to the Invest Blue team.

Geoff loves spending time with people, he has a background working in the hospitality industry and travelling, and he has lived in London and travelled extensively around the globe. He enjoys all sports including rugby league, rugby union, touch football, soccer and cricket.

Areas of specialisation

  • Business and Commercial Finance
  • Mortgage Finance
  • Asset Finance
  • Home Loans
  • Investment Loans
  • Car and Equipment Finance
  • Self Managed Super Fund Lending

Qualifications and Professional Accreditations

  • Mortgage & Finance Association of Australia (MFAA) Credit Adviser
  • Diploma of Finance and Mortgage Broking Management

Memberships

  • Mortgage & Finance Association of Australia (MFAA)
  • Financial Ombudsman Service (FOS)
Carol O’Shea
Carol O’Shea
Credit Adviser

LI logo

Carol has been working in the financial services industry for the last 16 years with roles based both in her native Ireland and also Australia.  She began her career working in the banking and mortgage industry back home before moving permanently to Australia about 9 years ago. Carol has completed her Certificate 4 in Mortgage Broking.

Since moving to Australia Carolhas worked at a small Mortgage Brokers before joining Cornerstone in March 2013 where she works in a Mortgage administration role.

In her spare time Carol enjoys running, going to the gym and reading.

LI logo

Carol has been working in the financial services industry for the last 16 years with roles based both in her native Ireland and also Australia.  She began her career working in the banking and mortgage industry back home before moving permanently to Australia about 9 years ago. Carol has completed her Certificate 4 in Mortgage Broking.

Since moving to Australia Carolhas worked at a small Mortgage Brokers before joining Cornerstone in March 2013 where she works in a Mortgage administration role.

In her spare time Carol enjoys running, going to the gym and reading.

Jane Bes
Jane Bes
Credit Adviser

“I love working with our clients and to think outside the square and  exceed expectations.”

 Joining Invest Blue in 2015 I enjoy being part of a team that puts ours clients first and helps them achieve their financial goals. Having worked within the Real Estate and Mortgage Broking industries, I hope to provide our clients with a positive and well informed experience, one that will have them seeing the rewards for many years to come.

My qualifications include a Certificate IV in Financial Services (Finance/Mortgage Broking).

Outside of work I love exploring new places and experiencing new things, whether it’s going on holidays or taking in a local bushwalk. With two active children we are always out and about but at the end of the day I enjoy putting my feet up with a good book!

“I love working with our clients and to think outside the square and  exceed expectations.”

 Joining Invest Blue in 2015 I enjoy being part of a team that puts ours clients first and helps them achieve their financial goals. Having worked within the Real Estate and Mortgage Broking industries, I hope to provide our clients with a positive and well informed experience, one that will have them seeing the rewards for many years to come.

My qualifications include a Certificate IV in Financial Services (Finance/Mortgage Broking).

Outside of work I love exploring new places and experiencing new things, whether it’s going on holidays or taking in a local bushwalk. With two active children we are always out and about but at the end of the day I enjoy putting my feet up with a good book!

Kathy Jones
Kathy Jones
Lending Support

"When you try to control everything, you enjoy nothing. Relax, breathe, let go and just live"

Kathy calls herself a Gladstone local having relocated her from Wollongong in 1992 with her Husband & 3 children. She loves the casual outdoor lifestyle Gladstone offers, and enjoys being out amongst the community and has been an active member of the Rotary Club of Gladstone Sunrise since 2008.

Kathy has always had an interest in real estate & finance and joined the team at Home Loans Etc as a Client Manager in 2012. She has recently completed her Certificate IV in Finance & Mortgage Broking and is looking forward to sharing her passion of helping people achieve their goals of purchasing their own home. Prior to this she was employed in manufacturing importing and exporting product to various countries worldwide.

Her enjoyment in life is good food, good company, good wine and spending time at the beach with family, especially her 2 Grandbabies.

"When you try to control everything, you enjoy nothing. Relax, breathe, let go and just live"

Kathy calls herself a Gladstone local having relocated her from Wollongong in 1992 with her Husband & 3 children. She loves the casual outdoor lifestyle Gladstone offers, and enjoys being out amongst the community and has been an active member of the Rotary Club of Gladstone Sunrise since 2008.

Kathy has always had an interest in real estate & finance and joined the team at Home Loans Etc as a Client Manager in 2012. She has recently completed her Certificate IV in Finance & Mortgage Broking and is looking forward to sharing her passion of helping people achieve their goals of purchasing their own home. Prior to this she was employed in manufacturing importing and exporting product to various countries worldwide.

Her enjoyment in life is good food, good company, good wine and spending time at the beach with family, especially her 2 Grandbabies.

Scar Balatero
Scar Balatero
Administrative Assistant

"Invest Blue genuinely cares about their clients and the people who work hard to help their clients achieve their dreams. They are true to their values."

Scar has a Bachelor of Science in Electronics and Communications Engineering. He has previous experience in the Business Process Outsourcing industry, mostly in the financial and telecommunications sectors, with his last job being a Claims Officer in an Insurance Company. Scar began working with Invest Blue in 2018 and likes working in the financial planning industry because as he gets to learn more about the industry, and he can use what he has learnt in his own personal plan.

In his spare time, Scar enjoys jogging, joining running events, playing badminton, listening to music, reading books, travelling to new places, watching movies in the cinema and watching tv series.

"Invest Blue genuinely cares about their clients and the people who work hard to help their clients achieve their dreams. They are true to their values."

Scar has a Bachelor of Science in Electronics and Communications Engineering. He has previous experience in the Business Process Outsourcing industry, mostly in the financial and telecommunications sectors, with his last job being a Claims Officer in an Insurance Company. Scar began working with Invest Blue in 2018 and likes working in the financial planning industry because as he gets to learn more about the industry, and he can use what he has learnt in his own personal plan.

In his spare time, Scar enjoys jogging, joining running events, playing badminton, listening to music, reading books, travelling to new places, watching movies in the cinema and watching tv series.