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

Why Invest Blue?

CEO David Stephen talks the Invest Blue philosophy and explains why people are at the heart of everything we do.

Our Story

At Invest Blue we’re here to help. Help challenge you to dream bigger. Help your toughest obstacles seem smaller. Help you make better decisions with the support of tailored financial advice. Help you discover your own winning ways. And help you ultimately, to believe you can live your best life. Invest Blue. It’s possible.

Over the years, we have grown from strength to strength, due to our clients

Every year we grow because our clients share the impact we have in their lives with their friends and family. Our client stories are the best way for us to explain what we do so if you are thinking about getting some help with your financial affairs, you will learn best from them.

We are very active in seeking input and feedback from our clients to ensure the way we work with individuals not only meets but exceeds their expectations. Learn more about how you can provide your feedback.

Big Enough To Deliver… Small Enough To Care…

Invest Blue has a number of offices conveniently located in rural, coastal and city locations across QLD, NSW, ACT, TAS and VIC. All of our offices are supported by an operations team of technical advice, research, client experience, compliance and IT specialists. What this means for Invest Blue clients is that they can deal with someone local but also benefit from the expertise and support of the collective company.

We hold our financial planning licence through AMP Financial Planning Pty Limited, one of Australia’s largest financial planning networks. Through our accreditation with AMP Financial Planning, we benefit from industry-leading training, support, research, and development.

We have access to independent, specialised investment knowledge through Russell Investments, a global leader in investment research. Learn more about our approach to wealth management and investment strategies here.

We also have alliances with partners that specialise in general insurance, accounting, business planning and marriage separation to help address more of your financial needs.

What core values mean to us

We are passionate about helping our clients to live their best possible life. Our core values articulate why and how we do this; they are not aspirational, they are actual.

This article truly represents what drives us as a business; to support and nurture our people, and achieve our dream of 6000 elated clients by doing what we love.


Our Core Values


Our Partners

Invest Blue is proudly partnering with Moore Australia  QLD and Northern NSW.

Moore Australia offers Accounting, Tax & Auditing Services and are passionate about helping our clients reach their goals dreams. We are currently partnering with Moore Australia in our Rockhampton, Gladstone, Biloela, Brisbane, Toowoomba, Beenleigh, Gold Coast, Grafton and Coffs Harbour locations.  

helping people realise their dreams and plans by creating belief that it’s possible.

Invest Blue is a team of Financial Planners and support staff dedicated to helping you achieve your plans and dreams. Our strength comes from delivering tailored, high quality advice based on a consistent process.  Importantly, Invest Blue’s financial advice is not about limiting your lifestyle now to achieve future goals but about achieving a balance so that you can enjoy your life today and save for your plans and dreams.
how does it work? Invest Blue is very focused on providing the best advice and genuine value for all our clients. We have a rigorous process that happens behind the scenes to ensure the recommendations we make are well suited to you, your goals and needs. Find out how it works.


1. a : assured reliance on the character, ability, strength, or truth of someone or something. b : one in which confidence is placed. c : firm belief in the reliability, truth, or ability of someone or something.