Jeremy Gillman-Wells
Certified Financial Planner | Team Manager | Owner at Invest Blue - Milton, QLD, AU
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Canberra,Australian Capital Territory,Australia
Invest Blue
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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