A new chapter – Hobart Financial Planning & Duncan Hurd Financial partners with Invest Blue
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A new chapter – Hobart Financial Planning & Duncan Hurd Financial partners with Invest Blue

Hobart Financial Planning

 

 

We have exciting news to share!

Effective 17th November 2023, Hobart Financial Planning and Duncan Hurd Financial joined Invest Blue. 
As most know, the complexity of the industry we work in has increased significantly, especially in relation to regulation and compliance. Providing premium financial advice and service remains our number one focus and we are determined to stay at the cutting edge of our profession.

As a result, after a long period of consultation, we have agreed to partner with Invest Blue.
Invest Blue are a like-minded Financial Advisory business both in culture and advice philosophy. They truly care for their staff and clients, as we do.

Who is Invest Blue?

Invest Blue are a financial planning practice that focuses on long term, quality advice relationships for their clients. They have been in operation for more than 20 years and in that time have grown from servicing regional clients in their community to having more than 20 locations across Australia. The nature of our Industry is such that the firms that have scale are better equipped to manage the changes that are occurring and deliver the highest quality advice and support to their clients.

Their support resources also mean that their advisers have more time to do what they do best, look after clients. Invest Blue have a great team of people, have been nominated as a Top 10 place to work in Australia and routinely rate very highly with their clients.

What does this mean for you?

• You can expect the same great service from the team you are familiar with at Hobart Financial Planning and Duncan Hurd Financial. David and Duncan will be continuing to work as Financial Advisers and along with the support team will be joining Invest Blue.
• Our current location in Bellerive will remain.
• Email, website and signage will start to transition to the Invest Blue brand from Monday 20th November.

Most importantly any financial products you have in place (e.g. Investment and Superannuation Products, or Insurance Policies) will not be affected by this change.

 

Our contact details are:

Address: 11 Scott St, Bellerive TAS 7018
Email: bellerive@investblue.com.au
Phone: 03 6275 5444