Invest Blue
About the Business
Welcome to Invest Blue, the institution that is dedicated to empowering you to live your best possible life through comprehensive financial advice. Located at Erina, Central Coast Highway, 148-158, our institution offers a range of services including accounting, establishment, finance, insurance agency, point of interest, and real estate agency.
At Invest Blue, we prioritize getting to know you and understanding what is most important to you. By doing so, we are able to develop a tailored strategy that suits your unique situation. Our team of experts is here to guide you every step of the way, ensuring that you have the necessary tools and resources to make informed financial decisions.
With offices conveniently located in rural, coastal, and city locations across QLD, NSW, ACT, TAS, and VIC, we are accessible to clients from various regions. Our operations team, consisting of technical advice, research, client experience, compliance, and IT specialists, supports all of our offices, ensuring that you receive the highest level of service and expertise.
Whether you are just starting out in your career, planning for retirement, or looking to invest, we are here to help. Invest Blue is passionate about helping people realize their dreams and we strive to understand what inspires your goals. Our dedicated team conducts thorough research to ensure that the advice we provide is the best for you.
On our website, you can explore a range of topics to broaden your financial knowledge. We also provide useful tools and resources to help you gain a better understanding of your financial position and identify areas for improvement. We believe that no matter what stage of life you are in, it is never too early or too late to start planning for your financial future.
But don't just take our word for it. Our satisfied clients have shared their experiences on our website. Grace, for example, explains how Joshua Cameron's expertise and guidance have empowered her to make informed decisions about her financial future. Peta Innes shares her story of honoring her husband's memory and advocating for better mental health awareness. And Gabrielle, a recent client, is busy making their new house a home with the help of Invest Blue.
We pride ourselves on making financial dreams a reality. However, it is important to note that the information on our website is general in nature and does not take into account the objectives, financial situation, or needs of any particular person. We encourage you to consider your own financial situation and needs before making any decisions based on this information.
Invest Blue Pty Ltd (ABN 91 100 874 744) and Subsidiaries trading as Invest Blue, is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licence and Australian Credit Licence No. 232706. Additionally, Cornerstone Financial Group Pty Ltd (t/as Invest Blue Lending) ABN 92 099 426 507 is authorized under LMG Broker Services Pty Ltd ACN 632 405 504 Australian Credit Licence 517192.
Contact us today and let us help you on your financial journey towards a brighter future.
Photos
Location & Phone number
148-158 Central Coast Highway, Erina NSW 2250, 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
"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."
"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 impressed by 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 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."
List of local businesses, places and services in New South Wales
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos