Invest Blue 47 Watts Drive, Varsity Lakes, Queensland 4227
About the Business
Welcome to Invest Blue, your trusted institution for comprehensive financial advice in Australia. Located at 47 Watts Drive, Varsity Lakes, our institution offers a range of services including accounting, establishment, finance, insurance agency, and more. We are dedicated to empowering you to live your best life by understanding your unique situation and developing a tailored strategy that aligns with your goals.
With offices conveniently situated across QLD, NSW, ACT, TAS, and VIC, we are accessible to clients in rural, coastal, and city locations. Our team of experts in technical advice, research, client experience, compliance, and IT support all our offices, ensuring that you receive the highest quality service.
At Invest Blue, we believe in broadening your financial knowledge and providing you with the tools and resources to improve your financial position. Whether you are just starting out in life or planning for retirement, our team is here to assist you every step of the way. We are passionate about helping individuals realize their dreams and are committed to understanding your goals and aspirations.
Our clients' success stories speak for themselves. Grace shares her positive client experience and how Joshua Cameron's expertise and guidance have empowered her to make informed decisions about her financial future. Peta Innes honors her husband's memory and advocates for better mental health awareness through her story. Gabrielle, a recent client, is busy settling into their new home with the help of Invest Blue. Chris Cull's long-term partnership with Steve Sewell has allowed him to retire with financial security and continue his volunteer work. Clare, a frugal spender, can now enjoy her retirement and fulfill her love for travel, thanks to her Invest Blue financial adviser Adam Penman.
At Invest Blue, we are committed to making your financial dreams a reality. However, it is important to note that the information provided on this website is general in nature and may not take into account your specific objectives, financial situation, or needs. We encourage you to carefully consider your financial situation and needs before making any decisions based on the information provided.
Invest Blue Pty Ltd, along with its subsidiaries trading as Invest Blue, is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited. We are proud to hold Australian Financial Services Licence and Australian Credit Licence No. 232706. Additionally, Cornerstone Financial Group Pty Ltd, trading as Invest Blue Lending, is authorized under LMG Broker Services Pty Ltd, holding Australian Credit Licence 517192.
Contact us today and let us help you achieve financial security and success.
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Location & Phone number
47 Watts Drive, Varsity Lakes, Queensland 4227, Australia
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Lisa Forbes is amazing and I would highly recommend her to anyone needing a mortgage broker. She's friendly, approachable and helped me refinance to a lender with a better offer."
"We are very happy to be clients of Charles Gallash at Advice First. It is always a pleasure to meet as Charles and Teagan are always prepared for meetings and prompt and informative with paperwork and communications. We have found them to be friendly and helpful and cannot thank them enough for assisting us as our financial advisors and transitioning us to retirement."
"We have engaged Advice First as our advisors for many years, firstly with Gary and now Trent. Our experience has been exceptional, with our investments and the service received above and beyond. We can highly recommend them to anyone seeking Sound financial advice and guidance."
"We have been clients of Advice First for over 15 years and have no hesitation in recommending the company. Our transition to retirement plan has been faultless and we are now enjoying the benefits of the excellent financial planning. The advice we received was honest, clear and effective. Looking forward to continuing to work with Trent, Teagan and Maddy in our retirement."
"Very happy with level of service received from Charles and the team at Advice First. Very friendly staff and always felt welcome. They listened carefully to our financial goals and help us come up with a strategy to reach them. Charles was very professional and not once did we feel any pressure. I would be happy to recommend them to anyone seeking financial advice."
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