Two years ago, Jennifer and Bruce Etienne were encouraged by a friend to set up a meeting with financial planner, David French from Invest Blue. The ‘Baby Boomers’ had long held a dream of escaping the pressures of city life for a sea change. At 63, Bruce was finding work challenging due to his rheumatoid arthritis and the couple still had a mortgage on their home of 20 years in the Campbelltown area of Sydney. They worried that the coastal dream was simply out of their grasp. Fortunately, Invest Blue were able to guide Jennifer and Bruce financially and the couple now delightedly call a beautiful pocket of the Central Coast home.
Read Jennifer and Bruce's story
“David has helped us at every step with very sound advice and guidance while never losing sight of our end goal. He is a very big cog in the wheel.”