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.
Financial planning is much more than choosing products and investment funds. At Invest Blue financial planning it is about creating a plan that is designed to empower you to live your best possible life.
Financial planning all starts with a conversation about you, your values, goals and dreams. From there we can look into reviewing your current situation and look for opportunities to help you get ahead.
What Is A Financial Plan?
Australian Investments and Securities Commission (ASIC)* says a good financial plan should:
Summarise your financial position.
List your goals.
Explain how you will reach those goals.
Show how carefully chosen investments mesh together as working parts of your overall strategy.
Disclose and explain any risks and how they can be overcome.
At Invest Blue we make the financial planning process enjoyable and easy working with you through a five-step process. You can learn more about our process here.
Our financial health check will give you an overview of your current situation and identify any areas where you could be making improvements.
Book a chat with us if you would like to speak with one of our other financial advisers.
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 relation to products and services provided to you.
