Our Process

At Invest Blue, we are passionate about helping people realise their goals and dreams so that they can live their best possible life. In some instances, there is an immediate need that has to be addressed in a tight time frame, for example, the purchase of a house. For most, however, to truly build a financial plan that delivers on your best life, our approach is holistic and takes some time.

So how does it all work?

Download Our Process as a PDF

The meeting rhythm:

Each time we get together we will work through 5 key areas:

1. What is important to you?

2. Your details

3. How we can help

4. Next steps

5. Summary and actions

Depending on where you are at in the journey, one or two of these steps will be emphasised, but we always go through this agenda. The main reason for this is to ensure we are always focused on the things that are most important to you. If we are going to help you live YOUR best life, we always need to start here.

As a new client, there are a series of meeting steps we go through to develop your financial plans. This includes:

1. Understand: getting to know each other and understanding what is most important to you

2. Challenge: challenging you to live your best possible life

3. Empower: showing you how your best life is possible

4. Support: providing the support you need to confidently get on with your financial plans

Our existing clients meet with their adviser formally, generally once a year. If your situation is more complex or you are going through a change of situation, you may meet more than that. These meetings are called Progress meetings because we want to ensure you are living your best possible life and progressing towards your goals and dreams.