As of the 1st of July 2023, the team at Advice First join Invest Blue to continue to provide financial advice.
Advice First and Invest Blue have over 20 years of history collaborating with each other, which is why when discussions around a partnership came onto the table, it felt as though it was ‘meant to be’ with the only question left to answer was “why didn’t we do this sooner”, comments Dennis Perry, Director of Advice First and now board member of Invest Blue.
Since 2004, we have been providing tailored advice and have established long-standing relationships with our clients and work family, so please be assured that any decision to initially merge (and now re-brand) would only happen if it was overwhelmingly in the best interests of the two key groups of people:
- Our highly valued clients – without our clients, we have no business!
- Our loyal, hard-working team members – they make this such a wonderful place to work.
Perhaps the most important thing for you to note is that we are indeed still; the same people, in the same roles, in the same location, providing quality advice and service to our valued clients… so please keep an eye out for ongoing communications from ‘Invest Blue’ and know that it is from us.
Benefits to our clients:
We now have access to much greater resources in critical areas of:
- advice, compliance and governance
- business management software and client financial modelling tools
- administration processes and procedures
Access to these additional resources will support the incredible work our Advice team undertakes in providing quality advice to you.
Who is Invest Blue?
At Invest Blue, we empower people to live their best possible life. This may seem like a big task – but we thrive on it and have been helping our clients do just that for over 25 years. Invest Blue is a healthy, growing financial advisory practice because we work hard to deliver outcomes to our clients. We have 35 locations across VIC, NSW, ACT, QLD, and TAS.
We believe in a holistic approach to financial planning; this is why there are more of us working behind the scenes to support the incredible work our Advisers and Relationship Managers undertake to help clients feel confident, be clear about your dreams and goals, and ensure you’re comfortable that you are on the right path to realising them.
What will change?
We will continue to serve our clients from the same location:
Level 2, 47 Watts Drive
Varsity Lakes
QLD, 4227.
p| 07 5585 3900
e| goldcoast@investblue.com.au
