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

Challenge

In the next step of our process we willchallenge-icon

  • challenge your current financial position.
  • challenge you to dream bigger.

We will demonstrate how we can improve your financial outlook by providing you with a personalised value proposition.

Depending on your situation, the strategies outlined in your value proposition will address some or all of the following areas of advice:

  • Wealth creation strategies
  • Superannuation – self-managed, corporate and personal
  • Investment strategies
  • Banking (mortgages and savings)
  • Analysis of Centrelink entitlements
  • Retirement planning
  • Estate planning
  • Personal wealth protection
  • Asset allocation

We will provide you with a written offer outlining:

  • the scope of our advice to you.
  • an estimate of fees for providing your personalised advice.
  • the range of support services available.

 

Next step: Empower