We are here to empower you to live your best possible life through comprehensive financial advice. We do this by getting to know you and what is most important to you and developing a strategy tailored to your unique situation.
Invest Blue has a number of offices conveniently located in rural, coastal and city locations across QLD, NSW, ACT, TAS and VIC. All of our offices are supported by an operations team of technical advice, research, client experience, compliance and IT specialists.
Explore a range of topics to broaden your financial knowledge and access useful tools and resources to help you get a better understanding of your financial position and where you have the opportunity to make improvements.
For Bernadene Hunt the financial planning journey she embarked on a number of years ago has not just helped her achieve her financial goals, it has helped her achieve total well-being for her finances, her fitness and her lifestyle.
When Bernadene Hunt was widowed in 2002 she was faced with reassessing her finances and her goals as a single person. Bernadene knew what was important to her – she wanted to be financially and personally fit so she could take on this new life on her own. She also wanted to make sure she was catered for well in retirement.
Steve Sewell, a Financial Adviser at Invest Blue, worked with Bernadene to help her identify her specific goals. In addition to her financial goals, Bernadene had a goal to feel personally well and fit again; specifically, she wanted to lose weight. Working with Bernadene’s budget, Steve showed Bernadene how she could free up some cash flow that would enable her to get a personal trainer.
Fast forward three and a half years and Bernadene has lost an inspiring 70kg and feels better than ever.
Through kicking this personal goal Bernadene moved towards achieving other lifestyle goals that were previously on the backburner. Prior to embarking on her journey with Invest Blue, Bernadene thought travelling would not be possible until she retired. However, feeling personally and financially fitter than ever, Bernadene has travelled extensively in the last three and half years; her passport littered with stamps from all over the world.
“When I came to see Invest Blue I wanted to not only be financially fit, but I also wanted to get personally fit and well again. This may seem outside the normal parameters of financial planning but Steve worked with me to help me achieve these goals by showing me how I could afford to do the things I wanted to do and he kept me accountable. Steve shows me options that I hadn’t considered previously and always makes sure I completely understand all my options before I make a decision. I am happy and proud to say I have achieved many of the goals I set-out to achieve three and half years ago and continue to strive to achieve more.”
Bernadene Hunt
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What you need to knowThis 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 regarding those matters and seek personal financial, tax and/or legal advice before 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 relations to products and services provided to you.
After working for many years as a teacher and special educator, Jenny was able to fulfill her dream of an early retirement and travelling the world.
“Having a financial planner, getting structures in place and having my money looked at and looked after, has given me the opportunity to retire in a way that I’m comfortable. I know that I’m going to be ok and that moving forward, my money will be looked after.”
Jenny Abraham
I feel important
Steve manages to make me feel just as important as his clients with much larger portfolio. The front office girls are and have always been delightful and professional.
Maureen, Avoca Beach NSW
Would refer without hesitation
I usually don't recommend services to family or friends but would be comfortable referring our financial advisor to family without any hesitation. The way we were treated and not feeling like a fool asking the same questions every visit until we could understand how things would be set up and how it worked and what was the best for our needs so we’re comfortable in our retirement.
Anonymous, Gladstone QLD
We are made to feel important
Our experience with our Financial Planner and his team has been excellent. We are made to feel important, we are always met with a smile and a welcome, and we are always given the time we need to sort things out
Mr R Siddle, Wooloowin QLD
They make sure you have all the answers you want
The Invest Blue team spend a lot of time and make sure you have all the answers you want.
