At Vintage Wealth, everything we do is for our clients and we value keeping you up to date with exciting changes as they happen within our business.
In this regard, we have been in the process of working through how we can best serve our clients now and into the future. We have been undertaking a rigorous process to consider options available with the clients at the heart of each option.
During this process, we had the opportunity to engage with Invest Blue and through our discussions, we felt that there was significant alignment of the ethical beliefs, client service values and investment philosophies between ourselves and Invest Blue. As such, we have decided to partner with Invest Blue going forward.
What does this mean for you?
- You can expect the same great service from the same great team you are familiar with at Vintage Wealth. Stephen, Justin, Amanda and the team will join with the team at Invest Blue.
- We will have an expanded capacity with the team growing in a number of our key locations including the Hunter, Dubbo/Central West and Sydney regions.
- Existing phone numbers and email addresses will continue to work and over time, there will be a transition to the Invest Blue brand
You can continue to reach us on
p: 02 4990 7333
Why Invest Blue?
We have chosen to partner with Invest Blue for a range of reasons including:
- We went through a detailed due diligence process with Invest Blue. We know their business, standards and the focus they have on clients. Similar to Vintage Wealth, their focus is on helping clients make educated and informed financial decisions to live their best possible life.
- Continuity of service is critical for us and Invest Blue want to retain and engage with the existing Vintage Wealth advisers so that we can continue to support your financial advice needs.
- Invest Blue have been operating for many years in News South Wales and in particular regional NSW which has been a critical area of focus for Vintage Wealth over the last 20 years.
- Invest Blue are owned by their employees, which further enhances not only the commitment to service but the drive to create long-term outcomes for their clients.
- As business owners, we will become partners in the Invest Blue business which ensures our continued connection and involvement in the long-term sustainability of this business.
- The core values provide us with a high degree of comfort that you will continue to be looked after to at least the same standard that you have come to expect.
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 over 30 locations across VIC, NSW, ACT, QLD and now 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.
