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The Anatomy of Debt

Exploring the most common types of household debt.

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Not all debts are created equal, a lesson for many that is unfortunately learned before it is taught. How well do you understand the consequences that borrowed money can have on your financial future? Equally when debt can be beneficial and support your long-term financial goals. The distinction between often debated ‘good’ and ‘bad’... view article
#Debt Management
February 22nd 2024

All you need is love (and financial compatibility)

Talking about finances with your partner might not be the obvious way to their heart, but it is the way to your flourishing future.

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As February rolls around, Valentine’s Day reminds us of the importance of love and connection in our lives. But amidst the romance, it's important to remember that true love isn't just about candlelit dinners and roses—it's also about financial stability.   Whether you're embarking on the journey of moving in together, planning a wedding, or saving... view article
#Financial Planning
February 13th 2024

Retiring with debt? You’re not alone

Recent data shows that Australia is facing the largest debt generation of approaching retirees.

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The retirement landscape has undergone a significant transformation in recent years, with a growing number of Australians entering their golden years burdened by substantial levels of household debt. A recent survey conducted by AMP shed light on the financial concerns of Australians aged 50 and older, revealing a stark reality:    Only one in seven individuals... view article
#Retirement
February 8th 2024

Retire with confidence – discover the new generation of retirement income streams

Retire with confidence as we unveil the latest generation of income streams for a modern and secure retirement.

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In recent years, we’ve seen a shift by our Australian policy makers to encourage innovation when it comes to retirement income streams. This indicates that families in our country have  Done a great job of accumulating wealth for retirement, but  The systems in place haven’t necessarily helped Australians use their assets in the best... view article
#Retirement
January 29th 2024

How to: finding a financial adviser you can trust

We’re proud to be the home of some of Australia’s Most Trusted Financial Advisers!

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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... view article
#Financial Planning
January 22nd 2024

Retire with confidence – How an income stream can boost aged care planning

With costs, human vulnerability, the diagnosis of terminal illnesses, and grounds for disputes; securing aged care is a sensitive issue for a growing number of families Australia-wide.

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While the potential need for aged care accommodation is often expected, families find it a difficult concept to plan for. In fact, most don’t even consider aged care options until the need for it realistically emerges through illness, incapacity, injury or the death of a partner.    We’re here to support at all points in your... view article
#Retirement
January 17th 2024

Ask an Adviser: The lowdown on Superannuation with Michael Osbourne

Unlocking the Secrets of Superannuation: Insights from Adviser Michael Osbourne

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Michael Osbourne is a financial adviser based in our Cooranbong office. With over 18 years' experience within the financial industry, Michael answers why we all should be thinking about our superannuation before the time comes to use it.  Q. What’s the one thing we can all do better when it comes to our superannuation? We can... view article
#Superannuation & SMSF
December 19th 2023

Dollars & Sense: How to not overspend at Christmas

Navigate the holiday season with dollars and sense by employing smart strategies for a budget-friendly Christmas, ensuring you don't overspend.

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With good reason, Christmas time comes with the loaded reputation of being the most expensive time of year. A spending season for shopaholics to rejoice, where you’ll be branded as Grinch-like for not participating in the family or office gift-giving. The festive season is a time to enjoy and indulge yourself and your loved... view article
#Budgeting & Goals
December 14th 2023

Retire with confidence – overcoming your retirement fears

Overcome your fears and retire with confidence

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With proper planning, retirement can be the gift of some of the greatest years of your life still to come. Retirement is a lifetime in the making, it should be a time to have the confidence to do what you want when you want. After all, you're retiring from full-time work, not retiring from... view article
#Retirement
November 29th 2023