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.
On the 15th of June Invest Blue Newcastle officially opened. You may have spotted our new location on the corner of Tudor and Steel street proudly painted Invest 'Blue' for all to see.
Invest Blue was born in Armidale 25 years ago, now we are proudly spread across twenty-one locations in Australia, now with offices in NSW, QLD, VIC, ACT and TAS. The opening of the Newcastle office is another exciting milestone for us, enabling us to help more families achieve their dreams and goals through quality financial advice.
A new location also means we welcome fifteen people to the Invest Blue family, all sharing our core values and beliefs.
“Since early on in my career working as a Mortgage Adviser I always knew what gave me the biggest satisfaction, which was helping people achieve their goals. As a broker, this is often helping people buy their home, or investment property. The attraction to financial planning for me was being able to gain a deeper understanding into what really matters to clients, and ultimately helping them remove some of the roadblocks to achieve what they want to out of life.” – Howard Rodman, Financial Planner
You can find our new office at 130 Tudor Street, Hamilton, Newcastle.
We are equipped with a strong team of Certified Financial Planners, as well as a dedicated Lending team who support advice and strategy development for those looking for home or investment mortgages.
The Newcastle team is proudly made up:
Financial Planners
Tom Hesse
Rebecca Mossman
Howard Rodman
Ally Chesher
Shayley Suwald and
Emma Craft
Our Advisers are supported by Relationship Managers
Amy Warden
Amanda Best
Kelsey Green
Shania Reid
Sarah Rose
Project Manager
Sarah Leighton
Newcastle also has a Lending Team that includes
Aimee Gleeson – Credit Adviser
Jade Bendeich – Lending Support
You can meet the team and read more about them here.
Being able to join Invest Blue is a really exciting prospect for me as their advice processes and mantra towards helping clients align closely with how we like to serve our clients. It’s great knowing that their core values mean so much to everyone that I’ve met so far in the IB family, and they are so welcoming and awesome! – Amy Ward, Relationship Manager
We are delighted to embark on this new journey and look forward to helping more families in Newcastle on their own journey to live their best possible life.
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 relation to products and services provided to you.
