Financial Advice Maitland | Invest Blue
Overlay Graphic
we believe it’s possible
Across QLD, NSW, ACT, TAS and VIC, we are here for you. No matter where you are in life's journey or what your dreams are, we can help. Invest Blue works hard to get to know you so your strategy offers you the best chance to achieve your dreams. It's possible.
HomeILocationsIMaitland

Maitland

Colonial Centre 1st Floor Unit 16, 420-422 High Street Maitland NSW 2320

PO Box 138 Maitland NSW 2320

phone: 1300 346 837

fax: 1300 546 837

Financial Services Guide

[{"featureType":"all","elementType":"labels.text.fill","stylers":[{"saturation":36},{"color":"#b1b1b1"},{"lightness":40}]},{"featureType":"all","elementType":"labels.text.stroke","stylers":[{"visibility":"on"},{"color":"#000000"},{"lightness":16}]},{"featureType":"all","elementType":"labels.icon","stylers":[{"visibility":"off"}]},{"featureType":"administrative","elementType":"geometry.fill","stylers":[{"color":"#000000"},{"lightness":20}]},{"featureType":"administrative","elementType":"geometry.stroke","stylers":[{"color":"#000000"},{"lightness":17},{"weight":1.2}]},{"featureType":"landscape","elementType":"geometry","stylers":[{"color":"#060606"},{"lightness":20}]},{"featureType":"poi","elementType":"geometry","stylers":[{"color":"#000000"},{"lightness":21}]},{"featureType":"poi","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.attraction","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.attraction","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"poi.business","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.business","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"poi.government","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.government","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"poi.medical","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.medical","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"poi.park","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.park","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"poi.place_of_worship","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.place_of_worship","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"poi.school","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.school","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"poi.sports_complex","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"poi.sports_complex","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"road.highway","elementType":"geometry.fill","stylers":[{"color":"#077ca8"},{"lightness":17}]},{"featureType":"road.highway","elementType":"geometry.stroke","stylers":[{"color":"#000000"},{"lightness":29},{"weight":0.2}]},{"featureType":"road.arterial","elementType":"geometry","stylers":[{"color":"#000000"},{"lightness":18}]},{"featureType":"road.local","elementType":"geometry","stylers":[{"color":"#000000"},{"lightness":16}]},{"featureType":"transit","elementType":"geometry","stylers":[{"color":"#000000"},{"lightness":19}]},{"featureType":"transit.station","elementType":"labels","stylers":[{"visibility":"on"}]},{"featureType":"transit.station","elementType":"labels.text","stylers":[{"visibility":"on"}]},{"featureType":"water","elementType":"geometry","stylers":[{"color":"#000000"},{"lightness":17}]}]
yes
/content/uploads/2015/09/map-marker-3.png
Colonial Centre 1st Floor Unit 16, 420-422 High Street Maitland NSW 2320

the Maitland office

Invest Blue provides Financial Advice across the Hunter Valley centralized from our Maitland, NSW office. We are equipped with an experienced team of Financial Planners, as well as a dedicated Lending team Credit Adviser who supports advice and strategy development for those looking for home or investment mortgages. Our Financial Planners are backed by a knowledgeable Advice team who support the development of individual strategies as well as dedicated Relationship Managers who work hard every day to keep in touch with our clients. If you are interested in having a chat, get in touch and we will work out the best way to get you started.

MTA logo updated 2016-2023 - Invest Blue

 

the Maitland team

Request an Appointment
Roy McLeod
Roy McLeod
Financial Adviser, Team Manager

“I am extremely privileged to continue to be an integral part of my client's journey after 20 years, and I very much look forward to the opportunity to provide the same level of care and advice for many more as they discover the benefits of financial advice and how we can help realise their dreams.”

A “Kelper” by birth, Roy moved to the UK from the Falkland Islands at the age of 10. Following a 15-year banking career in the UK, Roy migrated with his young family to Australia in 1994. Roy transitioned from Banking to Financial Planning in 1998 and subsequently gained his Financial Planning Diploma, CFP and in 2005 an Accredited SMSF Specialist.

Over 40 years in financial services both here in Australia and the UK has placed Roy in a strong position to assist a wide range of clients across a variety of occupations and professions, as well as the family business owner. Roy believes a trusted advisory client relationship is built and developed, with quality best interest advice, regular check-ins and mutual collaboration. Over time clients will see their dreams evolve and mature so they have a greater certainty to achieve the best possible outcomes.

Roy in his spare time is focused on his growing family being blessed with 4 children and 6 grandchildren.  Any downtime will see Roy looking to escape with a good book. Having recently completed the latest Financial Planning Diploma education uplift, Roy is now looking to allocate more time to rekindle his love for travel and hiking – this means that a current focus is the pursuance of a wellness and fitness program!

 

Qualifications and Professional Accreditations

  • Certified Financial Planner®
  • SMSF Specialist Adviser™
  • Most Trusted Adviser 2023

“I am extremely privileged to continue to be an integral part of my client's journey after 20 years, and I very much look forward to the opportunity to provide the same level of care and advice for many more as they discover the benefits of financial advice and how we can help realise their dreams.”

A “Kelper” by birth, Roy moved to the UK from the Falkland Islands at the age of 10. Following a 15-year banking career in the UK, Roy migrated with his young family to Australia in 1994. Roy transitioned from Banking to Financial Planning in 1998 and subsequently gained his Financial Planning Diploma, CFP and in 2005 an Accredited SMSF Specialist.

Over 40 years in financial services both here in Australia and the UK has placed Roy in a strong position to assist a wide range of clients across a variety of occupations and professions, as well as the family business owner. Roy believes a trusted advisory client relationship is built and developed, with quality best interest advice, regular check-ins and mutual collaboration. Over time clients will see their dreams evolve and mature so they have a greater certainty to achieve the best possible outcomes.

Roy in his spare time is focused on his growing family being blessed with 4 children and 6 grandchildren.  Any downtime will see Roy looking to escape with a good book. Having recently completed the latest Financial Planning Diploma education uplift, Roy is now looking to allocate more time to rekindle his love for travel and hiking – this means that a current focus is the pursuance of a wellness and fitness program!

 

Qualifications and Professional Accreditations

  • Certified Financial Planner®
  • SMSF Specialist Adviser™
  • Most Trusted Adviser 2023

Ally King
Ally King
Financial Adviser

Ally joins Invest Blue in 2021, with over 8 years of experience in the financial planning industry. She loves helping her clients to reach their goals and dreams by providing quality, tailored financial advice.

Ally enjoys an active and social lifestyle. When she is not working or studying, most of her free time is spent with her fiancé, two dogs, friends, and family. You can usually find her walking the dogs around Lambton park, training at F45 Newcastle or enjoying coffee or a meal with friends in one of the many beautiful cafes around Newcastle. Amy and her husband enjoy traveling and try to get away on small camping trips when they can.

 

Areas of Specialty

  • Investments Strategies
  • Budget and Cashflow Management
  • Debt Management
  • Salary Packaging
  • Superannuation Strategies
  • Retirement Planning
  • Personal insurance
  • Estate planning
  • Centrelink and other government benefits

Qualifications and Professional Accreditations

  • Diploma of Financial Planning
  • Adv Diploma of Financial Planning
  • Certificate IV in Finance and Mortgage Broking

Studying

  • Masters in Financial Planning

Ally joins Invest Blue in 2021, with over 8 years of experience in the financial planning industry. She loves helping her clients to reach their goals and dreams by providing quality, tailored financial advice.

Ally enjoys an active and social lifestyle. When she is not working or studying, most of her free time is spent with her fiancé, two dogs, friends, and family. You can usually find her walking the dogs around Lambton park, training at F45 Newcastle or enjoying coffee or a meal with friends in one of the many beautiful cafes around Newcastle. Amy and her husband enjoy traveling and try to get away on small camping trips when they can.

 

Areas of Specialty

  • Investments Strategies
  • Budget and Cashflow Management
  • Debt Management
  • Salary Packaging
  • Superannuation Strategies
  • Retirement Planning
  • Personal insurance
  • Estate planning
  • Centrelink and other government benefits

Qualifications and Professional Accreditations

  • Diploma of Financial Planning
  • Adv Diploma of Financial Planning
  • Certificate IV in Finance and Mortgage Broking

Studying

  • Masters in Financial Planning
Connor McLeod
Connor McLeod
Associate

“I love working alongside clients, helping them achieve their goals and providing financial certainty so they can live financially stress free.”

Connor joined Invest Blue in 2021 as an Associate. Currently studying a Bachelor of Business (Financial Planning), Connor started in the finance industry in 2014 working as Client Service Administration within a Boutique Financial Planning in Maitland, NSW. Soon he found himself completing a Diploma of Financial Planning and moving up to Client Service Manager, then as the in-house Paraplanner.

Outside of work, Connor’s time is spent with his beautiful wife and daughter, and prior to Covid-19, life was centred around traveling and seeing what tasty food the world has to offer (Greek & Vietnamese coming equal 1st at the moment)! Connor also enjoys hitting the gym, focusing on nourishing foods, and doing random headstands.

 

Qualifications and Professional Accreditations

  • Diploma of Financial Planning

“I love working alongside clients, helping them achieve their goals and providing financial certainty so they can live financially stress free.”

Connor joined Invest Blue in 2021 as an Associate. Currently studying a Bachelor of Business (Financial Planning), Connor started in the finance industry in 2014 working as Client Service Administration within a Boutique Financial Planning in Maitland, NSW. Soon he found himself completing a Diploma of Financial Planning and moving up to Client Service Manager, then as the in-house Paraplanner.

Outside of work, Connor’s time is spent with his beautiful wife and daughter, and prior to Covid-19, life was centred around traveling and seeing what tasty food the world has to offer (Greek & Vietnamese coming equal 1st at the moment)! Connor also enjoys hitting the gym, focusing on nourishing foods, and doing random headstands.

 

Qualifications and Professional Accreditations

  • Diploma of Financial Planning
Karen Webster
Karen Webster
Relationship Manager

“I am a strong believer in bringing a positive can-do attitude to every area of my life.”

Karen joined Invest Blue in 2021 as a Relationship Manager. Before joining Invest Blue, Karen has over 30 years of experience in the banking and finance industry – the last fifteen in financial planning.

Karen is a devoted wife and a proud mother. She enjoys gardening, cooking, and looking after her family, two dogs, and the environment.

 

Qualifications and Professional Accreditations:

  • Diploma of Financial Planning
  • Justice of the Peace

“I am a strong believer in bringing a positive can-do attitude to every area of my life.”

Karen joined Invest Blue in 2021 as a Relationship Manager. Before joining Invest Blue, Karen has over 30 years of experience in the banking and finance industry – the last fifteen in financial planning.

Karen is a devoted wife and a proud mother. She enjoys gardening, cooking, and looking after her family, two dogs, and the environment.

 

Qualifications and Professional Accreditations:

  • Diploma of Financial Planning
  • Justice of the Peace
Robyn Thomson
Robyn Thomson
Relationship Manager

“I am passionate about giving my clients total peace of mind and am proud of the trusted relationships I have developed over the years.”

Robyn joined Invest Blue in 2021 as a Relationship Manager. Prior to joining Invest Blue, Robyn had been working in the financial planning industry for 22 years in client service, administration and implementation.

Robyn has also worked in the hospitality industry for many years and it was from here that she developed her strong client service focus. She has completed 3 subjects of a Diploma of Financial Planning in between raising her 2 active and now grown-up sons and doing bookwork for her husband’s business.

Outside of work, Robyn loves to go to the gym, do yoga or Qi Gong or spend time at the beach catching up with friends. Her favourite day out is when she can get all her boys together – including her fur baby.

“I am passionate about giving my clients total peace of mind and am proud of the trusted relationships I have developed over the years.”

Robyn joined Invest Blue in 2021 as a Relationship Manager. Prior to joining Invest Blue, Robyn had been working in the financial planning industry for 22 years in client service, administration and implementation.

Robyn has also worked in the hospitality industry for many years and it was from here that she developed her strong client service focus. She has completed 3 subjects of a Diploma of Financial Planning in between raising her 2 active and now grown-up sons and doing bookwork for her husband’s business.

Outside of work, Robyn loves to go to the gym, do yoga or Qi Gong or spend time at the beach catching up with friends. Her favourite day out is when she can get all her boys together – including her fur baby.

Jerry Cuesta Jr.
Jerry Cuesta Jr.
Administrative Assistant

"I love working with Invest blue because of the positive vibe they give off and the warm welcome I receive from them when I first join them."

Jerry has a Bachelor of Science in Accounting Technology and Accountancy degree. He took his job internship as a Junior Accountant at a local Auditing and Accounting firm.

He likes working in the financial industry because he wants to help people in fulfilling their life goals and dreams.

During his spare time, Jerry likes to play computer games, watching movies and streaming videos online

"I love working with Invest blue because of the positive vibe they give off and the warm welcome I receive from them when I first join them."

Jerry has a Bachelor of Science in Accounting Technology and Accountancy degree. He took his job internship as a Junior Accountant at a local Auditing and Accounting firm.

He likes working in the financial industry because he wants to help people in fulfilling their life goals and dreams.

During his spare time, Jerry likes to play computer games, watching movies and streaming videos online

Request an Appointment