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This is your journey. It’s possible.

No matter what stage of life you are in, we are here to help. Invest Blue is passionate about helping people realise their dreams.

It’s what drives us to get to know you and understand what inspires your goals and to dig deeper into the research to ensure the advice we give is the best for you.

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Client stories

Client Story – Keeping Beth’s Best Interests at Heart

Client Story – Keeping Beth’s Best Interests at Heart

Here, Grace shares her client experience and explains why Joshua Cameron’s expertise and guidance have empowered her to make informed decisions about Beth’s financial future.

One Day at a Time

One Day at a Time

Wishing to honour her husband’s memory and advocate for better mental health awareness, Peta Innes shares her story.

First Home Jitters

First Home Jitters

With their loan recently settled, Invest Blue client Gabrielle is busy making their new house a home. In the wake of their first major purchase, it seems Gabrielle may even be slightly financially inspired. This is their story.

Robust Relationship & Relaxing Retirement

Robust Relationship & Relaxing Retirement

Chris Cull has been a long-term client of Invest Blue Financial Planner, Steve Sewell. The pair has been working together for many years and thanks to advice from Steve, Chris has been able to retire with financial security in a place he loves, and also continue his volunteer work.

Clare’s remarkable trip to Chile

Clare’s remarkable trip to Chile

After a lifetime of conservative spending and a rather frugal lifestyle, 73-year-old Clare is now able to enjoy her retirement super and just recently embarked on a remarkable journey to South America. Her "spend little and save more" mantra, alongside the help of her Invest Blue financial adviser Adam Penman, Clare can enjoy her love of travel knowing she has financial security.

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Recent articles

The Anatomy of Debt
Exploring the most common types of household debt.
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All you need is love (and financial compatibility)
Talking about finances with your partner might not be the obvious way to their heart, but it is the way to your flourishing future.
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Retiring with debt? You’re not alone
Recent data shows that Australia is facing the largest debt generation of approaching retirees.
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