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.
One of the common misconceptions people have about financial planning is that they need to know exactly what they want their future to look like. No one knows that! Even if they do, they can’t predict what will happen around them or to them in the years ahead. So, if financial planning isn’t about mapping dollars to a precise picture-perfect retirement, then what is it for? It’s about helping you clarify what is most important to you and identifying some goals that relate to that. It is about supporting you through a conversation where we make some very good guesses about what you want the future to hold.
It is ok to not know everything about what you want to do in the future… but it is worth spending some time thinking about it and sharing ideas with your partner or family. To get you started, here are some great ways to get your creative retirement juices flowing…
Our first meeting is about getting to know each other. There is no obligation and no fees involved*, it’s just a chat for us to understand you, your situation and what is most important to you in life. If you would like to work with one of our advisers and start your journey to your best life, please get in touch.
*unless you continue through the advice process with us.
What you need to know
This 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 with regards to those matters and seek personal financial, tax and/or legal advice prior to 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.
