The Goldilocks approach to your financial future

September 23rd 2016 | Categories: Financial Planning |

Everyone knows the story of Goldilocks and the Three Bears. A girl wanders into a house where a family of bears lives: Papa Bear, Momma Bear and Baby Bear.

Inside, she sits on three chairs, tries three bowls of porridge and, finally, tests three beds. Each time, Goldilocks proclaims that the third one she tries is “just right” for her. Baby Bear’s chair is the right size, his porridge is the best temperature and his bed is neither too hard nor too soft.

Our services cover a broad spectrum and can be tailored to meet your unique needs.

Like Goldilocks, you may not know what you want until you’re faced with several options, but we have a dedicated team of advisers who can help you decide the best way to proceed.Here at Invest Blue, we’d like to think we offer our clients the Goldilocks treatment. We have the resources of a much larger company, yet we pride ourselves on maintaining a personalised approach that delivers a financial planning strategy that’s the perfect fit!

We understand that financial planning may seem a daunting task, but we’re confident we can hep you make informed decisions about your future. But what makes our services so special?

How Invest Blue can help

We operate out of 15 regional and metropolitan areas all the way from Rockhampton to Melbourne (updated November 2019), and our advisers work closely together, regardless of their location. This means you can pop into your nearest office to talk to a local adviser but still have access to experienced professionals up and down the country.

The Goldilocks fairy tale has changed many times over the years (did you know she was originally an old woman?) – and so will your financial priorities. That’s why Invest Blue meets regularly with clients to ensure they still have the optimal strategy even when their circumstances change.

Whether you’re saving towards your dream home, planning for retirement or thinking about your family’s future, our services cover a broad spectrum and can be tailored to meet your unique needs.

So if you’re lost in the woods of your financial future, why not drop by our house? The Invest Blue family can guide you through a range of financial planning options and find a solution that’s “just right” for you!

Get in touch with us to talk to an adviser and learn more about our services.

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What you need to know

This information is provided by Invest Blue Pty Ltd (ABN 91 100 874 744). The information contained in this article is of general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regards to those matters and seek personal financial, tax and/or legal advice prior to acting on this information. Read our Financial Services Guide for information about our services, including the fees and other benefits that AMP companies and their representatives may receive in relations to products and services provided to you.