Invest Blue 12 Century Circuit, Baulkham Hills NSW 2153
About the Business
Welcome to Invest Blue, your trusted institution for comprehensive financial advice in Australia. Our mission is to empower you to live your best possible life by understanding your unique situation and developing a tailored strategy that aligns with your goals and dreams.
With our headquarters located in Baulkham Hills, Century Circuit, 12, Invest Blue has conveniently placed offices across Queensland, New South Wales, Australian Capital Territory, Tasmania, and Victoria. Our team of experts, including technical advisors, researchers, client experience specialists, compliance officers, and IT professionals, supports all our offices to ensure you receive the highest level of service.
At Invest Blue, we believe in broadening your financial knowledge and providing you with the necessary tools and resources to gain a better understanding of your financial position. Whether you are just starting out in your career or planning for retirement, our team is here to help you every step of the way.
We are passionate about helping you realize your dreams and are committed to getting to know you on a personal level. By understanding your goals and aspirations, we can provide you with the best advice and guidance to help you achieve financial success.
On our website, you can find inspiring client stories that highlight the positive impact of our services. From empowering individuals to make informed decisions about their financial future to enabling them to retire with security and pursue their passions, our clients' success stories speak for themselves.
Please note that the information provided on our website is general in nature and may not take into account your specific objectives, financial situation, or needs. It is important to consider your own circumstances before making any decisions based on the information provided.
Invest Blue Pty Ltd, along with its subsidiaries, is an authorized representative and credit representative of AMP Financial Planning Pty Limited. We are proud to be licensed by the Australian Financial Services and Australian Credit Licensing authorities. Additionally, our subsidiary, Cornerstone Financial Group Pty Ltd, trading as Invest Blue Lending, is authorized under LMG Broker Services Pty Ltd.
We would be honored to help you turn your financial dreams into a reality. Contact us today to start your journey towards financial success with Invest Blue.
Photos
Location & Phone number
12 Century Circuit, Baulkham Hills NSW 2153, Australia
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Carol and Terri were an absolute pleasure to deal with and helped us to easily refinance our home loan without any fuss or trouble. Both Carol and Terri were super responsive and provided great client service from start to finish. Thank you Invest Blue, and many thanks to Carol and Terri for their hard work."
"Carol at Invest Blue was great! We had a great experience with her. She is a wealth of knowledge, always got back to us at her quickest convenience and answered any questions we had. We were referred to Carol and couldn’t have asked for a better person to help us find a property."
"Carol and the team at Invest Blue made the process so easy and streamlined. The electronic platform for communication of all sensitive documents was reassuring and easy to use. Followed up with emails and phone calls to ensure we were updated at all points, meant we never had to chase up anything and were fully informed right through to conclusion. I would highly recommend Invest Blue. I give them 5 stars."
"I've been working with Ron from Invest Blue for about a year now and I cannot speak highly enough of his professional and supportive service. I was very apprehensive about finding and trusting a financial planner I didn't know. Ron really took the time to listen to what my husband and I were looking for in a financial advisor and worked hard to gain our trust. He presented us with a detailed, easy-to-understand plan. Ron makes himself available for questions and is always happy to help. Best decision we ever made. Thanks, Ron!"
"I was greatly supported to get my first home loan! My mortgage broker was amazingly accessible and proactive in communicating with me. She was also amazingly compassionate, which was so needed as being a first home buyer, I was fraught with anxiety. I am extremely pleased with the support I was given and would highly recommend for any first home buyers to use this service because these folks at Invest Blue really are terrific guides through the confusion that is getting a mortgage in Aus."
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