The way I am treated by Luke (and Steve in the background) is fantastic. He listens to what I’m saying and is able to talk about what we had planned as in trips/visions/purchases between visits. This shows me that yes he takes notes but also reads them prior to our meetings and for me that is what sets Luke apart from “one of those funds”, not to mention my return is better. Also he is not afraid to reprimand me (in a professional context) for, lets say when I used my credit card, but that is the relationship we have and I am more than happy with that hence why he’s the financial advisor of whom I’m learning how to get my finances in order. So . From our greeting when we arrive through to correspondence over the phone, the team at Invest Blue are all fantastic to deal with.