TIME Partners have been committed to providing personal financial advice and strategies to suit their client’s identified goals and objectives, and that commitment now continues, stronger than ever, in partnership with Invest Blue. As a client of TIME, your financial road map remains in place. Roy McLeod, CFP® SSA™ with over 36 years of experience, along with his team, will be joining the Invest Blue family.
Our two firms are well aligned culturally, and in the philosophies and beliefs, we have about providing financial advice. We both believe that building our lives and working towards creating the future of our dreams, requires purpose, direction and planning.
We are passionate about empowering people to realise their dreams and goals so that they can live their best possible life. This may seem like a big task – but we thrive on it and have been helping our clients do just that for over 20 years.
We usually find we provide the most value when working with families who care about their security and future, value input and advice, have choices to make, and want to know they are making the most of their situation. The most important work we do is helping our clients focus on the things that matter most to them and to articulate their goals clearly. There are many financial strategies available for review, we focus on the ones that address each client’s particular needs and priorities.
We look forward to meeting you and helping you with your aspirations.
You won’t notice a big difference. Your adviser, plans and policies remain the same.
We will now be called “Invest Blue” and you will receive information from Invest Blue from time to time.
We will continue to serve you from the same location at Colonial Arcade, 16/420 High Street, Maitland NSW 2320
Our phone number is 02 4934 7409.
You can email us at any time at firstname.lastname@example.org