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Invest Blue is passionate about helping people reach their goals and dreams by providing quality, tailored financial advice.

The Real Her Project ft Financial Planners Serenette and Gretel

Thanks for listening to the podcast!

We are delighted to have had the opportunity to chat with Casey on the Real Her Project about all things personal finances and how to take control of them.

About us

Gretel Chiswell
Financial Planner – Coffs Harbour
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“Working with individuals and couples to understand their financial dreams throughout their lives and set goals to achieve these is extremely rewarding.”

 

 

 

 

Serenette Crombie
Financial Planner – Toowoomba
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“I love helping my clients achieve their goals and ultimately reach financial security. I am passionate about financial planning and what it can offer clients including peace of mind, comfort and education.”

 

 

 

Access our free resources

Throughout the episode, we also mentioned some of our tools and resources that may be of use to you on your financial journey. We have also included some articles on the right-hand side of this page that you may find useful.

 

 

 

 

 

 

 

 

If you have any questions from the podcast or want to discuss whether seeing a financial planner is the right next step for you, please feel free to email us at itspossible@investblue.com.au

 

If you are ready to take your finances to the next level we would love to help you.

Schedule your complimentary initial consultation with us today.