The process is so clear and precise but it’s also completely focused on achieving your own personal goals rather than making as much money as you can or investing here, there and everywhere; it’s in direct relation to what you want to get out of it. It does not need to be about being the wealthiest or owning the most things.
A & L Hardaker, Woolgoolga NSW
We have purchased our first home and can now relax and enjoy our baby girl!
James Perry & Danielle Fox
The Invest Blue team are most helpful and pleasant to work with and have a good knowledge of necessary details to give good advice.
Mr W Hutley, Yandina QLD
Approaching retirement age, the Etienne's worried that their dreams were out of reach. "David has helped us at every step with very sound advice and guidance while never losing sight of our end goal. He is a very big cog in the wheel."
Bruce & Jennifer Etienne
For the past 9 years Ron has embraced the Christmas spirit by dressing up as Santa to help spread the seasons' joy.
"I know I can comfortably support myself. Bernie’s advice gives me options and challenges me to identify my ongoing goals and dreams. Next on the cards? A holiday? A car? Help for the family? And many more years spreading Christmas cheer."
Very helpful, clear and easy to understand. Very approachable and we have already recommended to friends and family. Easily accessible and feeling of confidence after each meeting.
Anonymous, Armidale NSW
Professionalism, with realistic view of the Australian and overseas markets, quick to make changes and not follow the herd. Don't wait for the market to dictate changes.
James & Karin, Noosaville QLD
I usually don't recommend services to family or friends but would be comfortable referring our financial advisor to family without any hesitation. The way we were treated and not feeling like a fool asking the same questions every visit until we could understand how things would be set up and how it worked and what was the best for our needs so we’re comfortable in our retirement.
Anonymous, Gladstone QLD
Good service, they make a plan to your needs and budget. They listen to me.
Anonymous, Beecher QLD
Bernie provided expert advice which ensured we were able to reach our retirement goals. We are free of mortgage, free of credit card debt; we purchased a new car and have just finished renovating our kitchen.
Alain & Maryse Bonne, Glenwood NSW
Invest Blue gained an understanding of my current situation as well as my plans for the future and took this into account when preparing my proposal. Advice received from other companies in the past took a much narrower approach and only focussed on one or two areas of my finances rather than looking at it as a whole like Invest Blue has.
Anonymous, Moura QLD
Invest Blue provide multiple levels of advice, easy access, and they attend to my needs quickly and are easy to get along with. Thank you. They have clear understanding of my goals I have set and what needs to be done to achieve these goals.
Anonymous, Armidale NSW
We have been happy with every stage and look forward to being with Invest Blue for many years to come. The support we have received has been fantastic.
Anonymous, Gladstone QLD
We will definitely keep using Invest Blue. I tell people, if they don't have a Financial Advisor they are mad! I recommend Invest Blue time and time again.
Jim Hanley, Rockhampton QLD
The Invest Blue service is brilliant - I have already convinced friends to sign up too.
Mr P Butcher, Coffs Harbour NSW
It's great to be able to enjoy our retirement years comfortably thanks to Kylie and the team at Invest Blue.
Ian & Carole Horsburgh
It is an alignment of a dream that is so passionate it gives you the strength to overcome the apparently 'insurmountable' obstacles that will most definitely appear, with a goal and well thought out plan. Then to carry you on its wings you need a magnificent team behind you.
Mrs Margherita Cerlenizza Berry
Very professional company with great support and expertise.
Mr J Creagan, Armidale NSW
Excellent. Thorough understanding of where we are heading. Adviser has a real understanding of our needs and goals.
Anonymous, Ashgrove QLD
We are always left with the feeling of being a family member not just another client.
Robert & Marilyn, Cambridge Park NSW
In our dealings with Steph, she has always been very positive - and laid out some good ideas for us. We are really looking forward to dealing with her going forward.
Mr Adam Tuffery
I would highly recommend the Invest Blue services as our planner is very professional in his approach and is sensitive to our situation and needs. We particularly liked the way in which the information was presented on the large screen.
Anonymous, Armidale NSW
The team at Invest Blue are professional and courteous and maintain a good rapport with us. We feel as if they value our business and have our best interests at heart. Honest and challenging advice.
Anonymous, Coffs Harbour NSW
If you need a good investment planner use the one I have. Good friendly service always trying to be helpful.
Mr P Daley, Gladstone QLD
...yet getting good financial advice was one of the most rewarding and life-changing decisions we have ever made.
Todd & Kelly Naylor
I know I can comfortably support myself and may be able to help support my family. Bernie's advice gives me options and challenges me to identify my ongoing goals and dreams.
Mr Ron Watkins, Penrith NSW
I tell all my friends to go and see Invest Blue - the first meeting is free and their advice is excellent.
A Casey, Armidale NSW
Sonia has spent over thirty years looking after others. Now with her financial independence thanks to help from Invest Blue, she is able to enjoy the things she loves most.
“Invest Blue know my profile and Julian respects it if I’m not ready to do something. He is easy to talk to and explains things in a way I understand. And I like his laugh too.”
When I was sidelined with an injury, I knew that I could still pay the mortgage and that the lifestyle that we were accustomed to was protected. Having Income Protection Insurance through my Financial Plan meant I was protected.
Steve manages to make me feel just as important as his clients with much larger portfolio. The front office girls are and have always been delightful and professional.
Maureen, Avoca Beach NSW
Our planner listens to and takes on board our individual needs, regarding our financial planning.
Anonymous, Gladstone QLD
Winston and Yvonne love to travel. With advice from Brendan, they are able to stay in control of their finances and make every dream adventure possible.
"Whilst I’ve dealt with money all my life in the workplace, I couldn’t do what they do. We ask questions, Brendan makes recommendations and we go through everything together. And we always have a good time.”
Winston & Yvonne Peden
I feel that Invest Blue listens to our future needs and works out a good plan to suit us.We feel our money is well looked after for our future needs.
Anonymous, Caboolture QLD
At my last meeting I brought up a subject that has been on my mind and I was surprised at how much help Michael was able to provide. I find the advice he gives me really helpful.
When I came to see Invest Blue I wanted to not only be financially fit, but I also wanted to get personally fit and well again. My planner helped me see how all my goals were possible.
After working for many years as a teacher and special educator, Jenny was able to fulfill her dream of an early retirement and travelling the world.
“Having a financial planner, getting structures in place and having my money looked at and looked after, has given me the opportunity to retire in a way that I’m comfortable. I know that I’m going to be ok and that moving forward, my money will be looked after.”
The service feels very personal and the team have been friends as a result and we feel we can trust them all.
Christopher & Kathryn, Albany Creek QLD
They try to understand what you are trying to achieve in regards to financial outcomes, and advise on the best ways to achieve this without trying to sugarcoat it. Just keep up the good work that you are doing!!
Anonymous, The Gap QLD
We have been going to see our Financial Planner for years and she has always put us in the right direction.
D Scotney, Gladstone QLD
They took the time to understand our current circumstances and our future goals for a comfortable lifestyle.
Anonymous, Baulkham Hills NSW
Peter Madirazza is making strides, setting and achieving goals with his running and at times covering 40km a week. Peter and his wife Karen are also making some great strides financially by setting their family up for the longer-term with thanks to their fifteen year relationship with Invest Blue’s Steve Sewell.
Peter & Karen Madirazza
“I cannot begin to imagine how much harder everything would have been in losing Lindsay if the family faced financial uncertainty as well. Without insurance policies in place, I would have had to sell our home, return to full-time work and remove the girls from their existing school. My heart breaks for people out there in this situation. I know that the grief of losing your loved one is a heavy enough burden to bear without the added weight of financial worries.”
In the midst of raising a young family, Brendan helped Paul and Candice along the way to achieve their goal of a new family home.
"At the moment, we’ve got what we set out for and are keen to sit back and enjoy it.”
Paul & Candice Butcher
Extremely helpful - I could not have managed my financial life without my Financial Planner's advice.
Mrs F Tyler, Dorrigo NSW
I have recommended friends visit our Invest Blue Financial Planner for advice, as for me, she was forthcoming with good sound advice, and came over as caring, honest, and understanding, and considered my basic needs.
T & M Bridges, Gladstone QLD
So far it has been all good and we have every confidence that it will remain so. We would not hesitate to recommend Invest Blue to anybody, and we have previously done just that.
John & Shirley, Kensington NSW
Very helpful, honest and knowledgeable. And the after sale assistance with any paperwork, problems, queries etc is excellent.
Mrs F Longhurst, Gladstone QLD
I would recommend Invest Blue financial planning to anyone who asks as it's a prompt, reliable and efficient service.
Mr N Few & Mrs J Wilson, Korora NSW
With help from Coffs Harbour Financial Planner Ben Warren, the Lynch family have significantly reduced their debt, purchased a new car, had a holiday to Fiji and are working towards gaining the Deeds to their Home.
“Ben has an outstanding knowledge of financial matters, backed up by the many letters after his name. His advice and guidance has been fantastic. He is a genuine person who really takes ownership in seeing his clients succeed.”
Matt & Lynda Lynch
Very helpful and spoken in a way that you will remember at a later day all that was discussed.
Mrs D Sallese, Carindale QLD
Friendly, professional and tailored to your individual needs.
G Cameron, Armidale NSW
Simple and informative and honest. Presently very satisfied with the services at Invest Blue.
Anonymous, Mossman QLD
The Invest Blue team spend a lot of time and make sure you have all the answers you want.
Mrs L Osland, Repton NSW
Our experience with our Financial Planner and his team has been excellent. We are made to feel important, we are always met with a smile and a welcome, and we are always given the time we need to sort things out
Mr R Siddle, Wooloowin QLD