Invest Blue is passionate about helping people reach their dreams and goals. We provide quality, tailored advice so our clients can make better financial decisions. Importantly, Invest Blue's financial advice is not about limiting your lifestyle now to achieve future goals but about achieving a balance so that you can enjoy your life today and save for your dreams and goals.Invest Blue is equipped with a strong team of Certified Financial Planners, as well as a dedicated Lending team who support 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 keeping in touch with our clients.Invest Blue now has 21 offices conveniently located in rural, coastal and city locations across Queensland, New South Wales, Australian Capital Territory, Victoria and Tasmania. All offices are supported by an operations team of technical advice, research, marketing and IT specialists. What this means for our clients is that they can deal with someone local but also benefit from the expertise and support of the collective company. Start your financial journey with Invest Blue today!What you need to know: Invest Blue Limited (ABN 91 100 874 744) and Subsidiaries trading as Invest Blue, are Authorised Representatives and Credit Representatives of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Australian Credit

Website: investblue.com.au

Employees: 100 - 249

HQ:

Location: Milton, QLD, AU

Revenue: 10 - 20 Million

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Invest Blue: Your Partner in Achieving Your Financial Goals Invest Blue is a leading financial services company that provides quality, tailored advice to help clients make better financial decisions. With a strong team of Certified Financial Planners, a dedicated Lending team, and a knowledgeable Advice team, Invest Blue is committed to delivering personalized support to their clients. Their mission is to help people reach their dreams and goals by achieving a balance between enjoying life today and saving for the future. With 21 conveniently located offices across Queensland, New South Wales, Australian Capital Territory, Victoria, and Tasmania, Invest Blue offers a comprehensive range of services, including financial planning, lending, business planning, superannuation, debt management, wealth creation, retirement planning, estate planning, and personal wealth protection. Their team of experts is dedicated to providing the highest level of support and guidance to help clients achieve their financial objectives. Invest Blue's Managing Director, David Stephen, leads a team of experienced financial professionals, including Jeremy Gillman-Wells, Certified Financial Planner and Team Manager, and Paul Haslam, Executive Chairman. Together, they have created a company culture that prioritizes client satisfaction and well-being. At Invest Blue, they understand that every client's financial journey is unique, and they take the time to listen and understand their clients' goals and aspirations. Their team of experts works closely with clients to develop personalized strategies that help them achieve their financial objectives. If you're looking for a reliable and trustworthy financial partner to help you achieve your goals, Invest Blue is the perfect choice. With their expertise, experience, and commitment to delivering exceptional service, they can help you create a brighter financial future. Start your financial journey with Invest Blue today and take the first step towards achieving your dreams and goals.

Invest Blue wants to help people achieve their financial goals and live their best lives. We give personalized advice to help our clients make smart financial decisions. We believe in finding a balance between enjoying life now and saving for the future. Our team of experts, including Certified Financial Planners and a dedicated lending team, work together to provide the best advice and support for our clients. We have 21 offices across Australia, so our clients can work with someone local who has the backing of a larger team. Start your financial journey with us today! Here's what you need to know: Invest Blue and its subsidiaries are authorized and credit representatives of AMP Financial Planning Pty Limited, which holds an Australian Financial Services License and Australian Credit License.