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.
Setting a financial plan isn’t necessarily about working towards a specific goal. Investing in your future can be about saving up for those dream purchases, being prepared for a rainy day, setting money aside for your retirement, or simply being able to face the future with financial security.
As you go through life, your goals and circumstances will change. Invest Blue can simplify the process of creating a financial plan that will adapt accordingly. With Invest Blue, you can learn more about your finances, from setting income strategies and organising your debt, to understanding your goals and staying on track to achieve them.
Things to Consider:
Deeds Please
With help from Coffs Harbour Financial Planner Ben Warren, the Lynch family have significantly reduced their debt, purchased a new car, had a holiday to Fiji and are working towards gaining the Deeds to their Home. “Ben has an outstanding knowledge of financial matters, backed up by the many letters after his name. His advice and guidance has been fantastic. He is a genuine person who really takes ownership in seeing his clients succeed.”
