Why choose Invest Blue?

July 26th 2022 | Categories: Should I See An Adviser | Financial Planning |

Financial advice isn’t just about investments and superannuation. At Invest Blue, we are here to help you define your goals and understand which strategies suit you best so ultimately you can live your best possible life.

No matter what stage of life you are in we are here to challenge you to dream, help keep you on track and help you navigate through the big things in life. From your first home, though to transitioning into retirement and even aged care.

By having our specialists all working together under one roof you can be sure you’re in the most trusted hands possible and get on with living your best possible life with Invest Blue by your side. When we use the word trust we mean it, our Advisers have been recognised by Beddoes Institute’s Most Trusted Adviser distinction for seven consecutive years!

We care about you and your family

One of our top values is “we are family” and that extends from our people through to our clients.

When you first meet with us our primary focus is understanding you and your family, what you value, what you are trying to achieve and what is most important to you. From achieving financial security to going on that trip of a lifetime. We believe A ‘dream home’ has many faces, it may be your first home, or it may be a renovation to include a new backyard for family cricket games. Whatever your goal, we can help map out the plan to get there.

Invest Blue offers the guidance and support you need to make better financial decisions. Helping you by planning ahead and getting you ultimately achieve financial freedom. With income strategies, debt management plans, and advice suited to your personal circumstances, Invest Blue can help to make your dream life a reality. We pride ourselves on being small enough to care and big enough to deliver. As we have continued to grow we still live by that, creating the infrastructure for smaller teams to strive in both regional and metropolitan areas.

Celebrating your milestones

Celebrating your milestones is a staple in who are we and how we help our clients. Honouring your achievements big or small provides structure and purpose.

Celebrating new achievements and recognising where you are today and how we can get you to the next stage is what we are truly passionate about.

You can read some of our client’s stories and achievements here.

The benefits for YOU

Learn to take control of your finances and create a clear plan on how to get ahead
Create a customised financial plan that includes all areas of your finances
Have financial guidance from an expert to optimise your investment strategy
Be effective in building protecting and leveraging your wealth
Optimise your investments for tax effectiveness
Financially set yourself up for the future so you can live your dream retirement

So how can we help you?

Ultimately, we can assist you with all areas of finances, with a team of specialists working across each area. From wealth management and protection, lending, aged care and cash flow management, the list goes on.

Wealth Management.

We believe that the right investment strategy is not a ‘set and forget’ action, but something that needs to be nurtured, monitored and regularly reviewed. Our Wealth Management approach is focused on defining your personal philosophy to investing adn advice, and then aligning that with the right strategy, structure and product to meet your needs.

Need some assistance in Lending?

Our lending team can help you filter through the vast options and navigate the process. With access to 60+ lenders, they will help you find a great solution to suit your needs. Did you know our lending team has also been recognised as a top brokerage 2022 by Mortgage Professionals Australia with a rank of 26 in Australia!

Our approach involves identifying key risks and implementing an appropriate cost-effective and tax-efficient solution to meet these contingencies. Our wealth protection plans, solutions and strategies are not “one size fits all”, but rather are unique, and based on your personal circumstances, which ensures greater suitability between you and the plan recommended.

How about Wealth Protection?

Retirement

Planning your retirement income isn’t a straightforward task. It’s challenging to know exactly how much you’ll need to have available to you for the bare basics, and it is much harder to judge how much extra you’d like to have for travel or luxury items.

Part of this challenge comes down to the fact that your expenses are likely to shift in ways you might not predict after your retirement.

We often find we have the biggest impact when assisting our clients to transition into retirement, you may already even be in a position to do so and not realise or aren’t leveraging effective strategies to help boost your retirement income.

You may enjoy our client story “riverside bliss for a very well-deserved pair”.

Aged Care

Our role is to take the stress away. We want our clients to spend more time with their loved ones, rather than stressing over all the information available and then how to decipher this information. We often find the earlier you start to plan the more options you have available to you.

You can download our aged care brochure here to learn more.

So what are you waiting for? Book your complimentary initial consultation here.

Want a Complimentary Consultation?

Fill in the form for a complimentary consultation with a Financial Adviser and start living your best possible life.

What you need to know: This information is provided by Invest Blue Pty Ltd (ABN 91 100 874 744). The information contained in this article is of general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regards to those matters and seek personal financial, tax and/or legal advice prior to acting on this information. Read our Financial Services Guide for information about our services, including the fees and other benefits that AMP companies and their representatives may receive in relation to products and services provided to you.