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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.


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