Working with a Financial Planner | Invest Blue
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Invest Blue is passionate about helping people reach their goals and dreams by providing quality, tailored financial advice.
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Working with a Financial Planner

Your financial journey starts here!  

Everyone comes to financial planning with different levels of knowledge, preparation and past experiences with financial advice.  

Working with a Financial Planner has been designed specifically for new clients of Invest Blue, to give you an insight into our founding principles and our process.

We also go back to financial planning basics, looking at goal setting, budgeting, wealth management, assets, liabilities and wealth protection.  

If you’re ready to start your financial journey with Invest Blue, please get in touch.

Speak with a Financial Planner.
More Fact Sheet Our Process At Invest Blue, we have a robust structure for how we work, ensuring the advice you receive is the best it can be. The following page takes you through the steps in our journey together so you can understand what to expect over the coming months.
More Fact Sheet Understanding & Setting Goals Understanding and setting goals is a fundamental step in your financial journey. There are major benefits of having goals and working towards them, get started on yours here.
More Fact Sheet Your Financial Picture & Budgeting As we go through life, our financial needs change with our stage of life. Having a budget that you review frequently will help you to achieve your goals no matter what stage of life you are at. Here's what you need to consider through the life stages, and how you can create a budget that works for you.
More Fact Sheet Our Approach to Wealth Management We focus on three key areas when developing your financial plan, built around your goals, objectives and vision of your best possible life: strategy, structure and product. Learn how it all works including structures and fees.
More Fact Sheet Understanding Assets The word ‘asset’ get’s used a lot in common language, but in financial terms, it has a very specific meaning. When we talk about your assets we are identifying the things that you own that are either lifestyle or investment assets.
More Fact Sheet Understanding Liabilities A ‘liability’ is a debt; a loan you have taken out to purchase an asset. A lifestyle asset is something that is for your personal use (i.e. your home or car) where an investment asset is something that will generate an income (i.e. rental property or shares).
More Fact Sheet Personal Insurance & Wealth Protection Protect yourself and those you love. It's not something you want to think about all the time, but the reality is that throughout your life you’ll experience a number of unforeseen events that will affect your happiness and security. You don’t want to leave it to chance.
More Fact Sheet Loans & Banking We're here to help you find the right loan and lender to complement your individual circumstances. We will guide you through your loan search to secure the right loan for your needs to completion of your loan and beyond.
Are you ready to start your financial journey? Get in touch!
How healthy is your financial situation? How healthy is your financial situation? Take our financial health check to find out more about how healthy your finances are, and what we can do to help.
Working with a Financial Planner
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