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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?

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.

Big Enough To Deliver… Small Enough To Care…

Invest Blue has 12 offices conveniently located in rural, coastal and city locations across Queensland and NSW. All of our offices are supported by an operations team of technical advice, research, marketing 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 Zenith, one of Australia’s most influential providers of investment research.

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


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.

trust

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.