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we believe it’s possible
Invest Blue is passionate about helping people reach their goals and dreams by providing quality, tailored financial advice.

Credentials

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.

Many of our planners are Certified Financial Planners (CFP) through the Financial Planning Association (FPA). This is a rigorous process to undertake and requires constant learning and development to maintain. These planners must meet stricter criteria and higher standards than those required by law. Our whole organisation works within this context.

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

 

Most Trusted Advisers

In 2016 we began to work with the Beddoes Institute to understand our client’s opinions and what they value about our relationship. The Beddoes Institute is an independent research company and measure our current service performance and benchmark this against some of the leading financial advice practices in the country.

The information and constructive feedback we receive from the survey allows us to improve our relationship with our clients and prioritise projects that mean most to our clients.

The survey also provides our Advisers with the opportunity to qualify for the Most Trusted Advisers Network, an exclusive network made up of some of the best advisers in Australia. We are proud to have had 13 of our Advisers reach this qualification as it reflects the strong relationships between them and their clients.

 

MTA logo 2016-2019

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

For a full list of advisers, please visit our location page and select the location most relevant to you.

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.