Invest Blue

I was reluctant at first to engage someone for financial advice, concerned I would be ‘sold’ lots of products rather than be given helpful advice. After being referred to Steve and the team at Invest Blue I was pleasantly surprised to experience the complete opposite approach. They reviewed all areas of my personal and business finances and helped me implement a holistic plan without selling me anything. From simple things I just don’t have time to do that saved me money immediately, like renegotiating interest rates on my loans and reducing the premiums on my insurance’s(with better cover), to setting up my SMSF and a new investment portfolio for me. I have been with Steve for a few years now and the best part is, his team follow me up for appointments not the other way around! They are just genuine good people too. Highly recommended.

Very professional service with sound financial and business advice. Highly recommend. We will continue to be long-term clients.

We have been with quite a few financial advisors over many years. However, since becoming part of the Invest Blue family has been amazing and we have nothing but the highest of praises for our team.Since joining the Invest Blue family we have consistently been impressedby the professionalism, work ethic, integrity, communication and collaborative working relationship we have built and continue to maintain with our advisor Taylor Peiris and our relationship manager Charna Rifai.What has been important to both of us is gaining confidence and trust with the advice provided so that our futures are secure as we trend into retirement.Taylor has a high level of interpersonal skills that has enabled us both to engage openly and sincerely with her about our wants and needs. We have been respectfully challenged to assist in determining our goals for the future and the assistance from our team has been appreciated to help us stay on track. We have embraced Taylor's advice respectfully and the level of confidence and trust we have built with her is second to none.We highly recommend Invest Blue in planning for you future where the advisors are passionate, knowledgeable,committed and will strive to map out a positive plan to you for your financial security.

I am very grateful for the time Charna spent with me, helping me to understand the situation fully. Charna did this with grace and empathy. This meant so much to me.

Best financial planner around. Greatly assisted me with my finances and allowed me to setup my future goals successfully so that I now feel in control and confident in regards to all areas of my finances. Theo is a wonderful advisor who genuinely cares for his clients and is very responsive to all queries.

We have been with Steve and his team at InvestBlue for eight years and in that time we have seen our retirement plan come to life through Steve’s sound and honest advice and direction. We were previously in very good Industry funds but Steve’s tailored strategy to maximise our returns and optimise our tax commitments has seen our nest egg grow. Importantly, Steve’s honesty and integrity has help us trust his approach. We would highly recommend Steve and Investblue.