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.
We’re proud to be the home of some of Australia’s Most Trusted Financial Advisers!
In the ever-evolving landscape of personal finance, finding a trustworthy and knowledgeable adviser is the key to unwavering support on your financial journey. At Invest Blue, we are committed to empowering our clients to live their best possible life.
We aim to live up to the standard of working with ‘elated’ clients and their families as we quickly become Australia’s Trusted Home of Great Advice. The annual Beddoes Institute ‘Most Trusted Adviser’ feedback program is one way to ensure we continually improve and do our best to exceed the expectations of the individuals and families we work with.
Thank you to everyone who participated in our 2023 Beddoes Survey. Overall, we had an overall response rate from our clients of 32%, which was an impressive 2483 surveys completed.
Qualifying for a Most Trusted Adviser (MTA) title is no easy process; Beddoes completes a survey with each planner’s clients, then uses extensive mathematical metrics to identify the most trusted advisers. The data produced gives each planner an ‘adviser trust score’ which will qualify them for the MTA network. There is no ability to ‘buy in’, the qualification is considered to represent the voice of their clients.
In addition to the client feedback, Beddoes also considers other variables such as years of experience, quality audits and level of qualification. You can view all requirements needed to reach the MTA distinction here.
What we learnt from last year’s survey:
Invest Blue was awarded an impressive, overall high-performing trust score of 94/100
90% of our clients believe they had a strong relationship with their adviser
87% of clients believe we improved their financial situation for the better.
Invest Blue are always looking for ways to positively enhance our client experience. The data provided by the Beddoes survey allows us to scope out overall customer satisfaction, understand where we are doing well and areas of opportunity and where we can be making improvements. Some initiatives we’ve employed over the past year include the release of our cornerstone quarterly newsletter to provide updates on the current market climate, performance and transparency on how clients funds are being managed. We’ve also prioritized investment into our people and client experience team to help improve our client communications. Other feedback we have taken on board is providing more service options for clients who may have low service needs but still require advice. Ultimately, this supports our journey to making financial advice more accessible.
We are so proud to announce the full list of our Most Trusted Advisers of 2023 recipients:
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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 relation to products and services provided to you.
