Invest Blue is passionate about helping people reach their goals and dreams by providing quality, tailored financial advice.

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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.
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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.
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HomeIWhy Invest Blue?IHistory

History

Invest Blue was born of hard work and passion for looking after our clients’ financial welfare over 60 years ago. Starting in Armidale, NSW, the business grew to incorporate the New England region, Brisbane and Gladstone. From there, we merged with Cornerstone Financial Group and Tactical Solutions, practices we had worked closely with within the AMP network over the last 20 years and expanding our reach to Terrigal, Maitland, Penrith and Norwest/Baulkham Hills.

2020 was a busy year wherein we acquired several practices and grew our employee base to over 100! Our growth has only increased from there, reaching 23 locations and 300 employees in 2022. We now have offices in TAS, ACT, NSW, and QLD, stretching from Hobart to Gladstone, and we know it’s only up from here as we quickly become Australia’s trusted home of great advice.

We also saw the expansion of our client offering, including our award-winning lending team and wealth management offering.

The nature of our industry is changing, and we believe that in order for an adviser to be able to offer great advice, they need expert support. Our clients receive the benefits of that depth in our team. Our clients who have been along for the ride know that despite our growth, we are still here for them, and there are a number of people in the business who get to know them and advocate for their needs. For those who are new to the business, it may feel different to the smaller firms you were accustomed to, but we assure you, what does not change is that there are people here for you, who want to know what is most important to you and to help you achieve your dreams and goals.

With the capacity our business has to support quality, trusted financial advisers in doing what they do best, help clients live their best possible life; our business is excitingly set for a bright future. We continue to grow and increase the number of clients we are able to support. We are passionate about empowering people to realise their dreams and continue to do this for our people and our clients every day.

2023

Bridges acquired by Invest Blue GrowUp merged with Invest Blue Countrywide Advice ARTT merged with Invest Blue Vintage Wealth merged with Invest Blue Elevate merged with Invest Blue New Location: Cooranbong New Location: Cessnock

2022

Advice First merged with Invest Blue CPR Wealth acquired by Invest Blue Fagan Financial Services merged with Invest Blue KRA Wealth merged with Invest Blue Emohrou merged with Invest Blue Paradigm Group merged with Invest Blue Avanti merged with Invest Blue Finance Control merged with Invest Blue New Location: Gold Coast New Location: Camden New Location: Wollongong

Advice First merged with Invest Blue

2021

Bravien Financial merged with Invest Blue New Locations: Canberra, Brisbane Strategic Financial Planning merged with Invest Blue New Location: Hobart Pinnacle Financial Planning acquired by Invest Blue New Location: Newcastle DFM acquired by Invest Blue New Location: Coffs Harbour Advisory Group merged with Invest Blue New Locations: Maitland, Dubbo Wainscott acquired by Invest Blue TIME acquired by Invest Blue

Bravien Financial merged with Invest Blue New Locations: Canberra, Brisbane

Strategic Financial Planning merged with Invest Blue New Location: Hobart

Advisory Group merged with Invest Blue

2020

DFM acquired by Invest Blue New Locations: Kempsey, Lismore Your Future Wealth acquired by Invest Blue Brisbane Financial Services acquired by Invest Blue New Location: Brisbane Country Wealth acquired by Invest Blue New Location: Scone Exceed acquired by Invest Blue New Location: South QLD Just B Financial acquired by Invest Blue New Location: Penrith NAB Insurance acquired by Invest Blue New Location: Coffs Harbour Sea Breeze acquired by Invest Blue Jola acquired by Invest Blue TBA acquired by Invest Blue

2019

Anne Street Partners acquired by Invest Blue New Locations: Melbourne, Sydney, Brisbane WB Financial acquired by Invest Blue New Location: Coffs Harbour

Salamanca Financial

2018

Bowdne Collidge

2017

Advanced Planning acquired by Invest Blue New Location: Tamworth Hartmann Financial Solutions acquired by Invest Blue New Location: Toowoomba DKM Investment Services acquired by Invest Blue New Locations: Brisbane, Grafton, Coffs Harbour

HillRoss New Location: Northern Hobart

2014

Cornerstone merged with Invest Blue to create better advice for all Australians

2012

New Location: Grafton

2011

New Location: Rockhampton

Financial Independence Planners merged with Cornerstone

2010

Cornerstone New Location: Erina

2008

New Location: Gladstone

Cornerstone New Location: Baulkham Hills

Ecential acquired by Bentham Financial Group Bentham Financial Group changed name to Bravien Financial

2006

New Location: Brisbane

2005

Invest New England changed name to Invest Blue

Glen Diggins acquired by Bentham Financial Group

2004

New Locations: Coffs Harbour, Tamworth

Mark Jerram AMP Agent

2003

Financial Independence Planners Penrith

Bruce Edwards acquired by Glen Diggins

Strategic Financial Planning (Founded) Ray Edgerton Peter Wilson AMP Agent

2002

Phil Smith acquired by Bentham Financial Group

2001

Bentham Financial Group (Founded) Jeremy Gillman-Wells New Location: Canberra

2000

Ecential (Founded) Phil Pilgrim New Location: Brisbane

1999

Testrail, Lloyd & Haslam changed name to Invest New England

1998

Glen Diggins (Founded) New Location: Canberra

1996

Trestrail, Lloyd & Tombs changed name to Trestrail, Lloyd & Haslam The start of Invest Blue in its current form. August 1st

1990

Jim Tombs changed name to Trestrail, Lloyd & Tombs

1988

Cornerstone Beginnings (Founded)

1985

Financial Independence Planners (Founded) Terry Well AMP Agent

1979

Phil Smith (Founded) AMP Agent New Location: Canberra

1976

Bruce Edwards moved to New Location: Canberra

1971

Bruce Edwards (Founded) AMP Agent New Location: Ballina

1954

Jim Tombs (Founded) AMP Agency New Location: Armidale

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