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.
DKM Investment Services has partnered with Invest Blue to provide you with Financial Planning services. We are very excited to be working with DKM and look forward to working with you in the future.
Who is Invest Blue?
We are passionate about helping people realise their goals and dreams so that they can 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 20 years.
We are taking financial planning into the future where people are genuinely looking for someone who will help them to clarify what is most important to them, prioritise their goals and put together a plan that will help them live the best life they can.
Where we find we can provide the most value is in working with families who care about their security and future, value input and advice, and want to know they are making the most of their situation. The most important work we do is helping clients focus on the things that matter most to them and to articulate their goals clearly. From there, our recommended strategies might include a review of mortgages or insurance coverage, investment strategies, how superannuation is invested, etc. There are many financial strategies available for review, we focus on the ones that address each client’s particular needs and priorities.
We look forward to meeting you and helping you with your aspirations.
What will change?
All of your existing financial arrangements will remain in place. You will be introduced to the Invest Blue team when your next progress meeting is due to occur throughout the year.
