Invest Blue

Invest Blue
Invest Blue
Financial Services-MILTON, QLD
Financial Services-Milton, QLD
At Invest Blue we’re here to help. Help challenge you to dream bigger. Help your toughest obstacles seem smaller. Help you make better decisions with the support of tailored financial advice..
23 Finchley St, Milton, Qld, 4064.
23 Finchley St, Milton, Qld, 4064.
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At Invest Blue we’re here to help. Help challenge you to dream bigger. Help your toughest obstacles seem smaller. Help you make better decisions with the support of tailored financial advice. Help you discover your own winning ways. And help you ultimately, to believe you can live your best life. Invest Blue. It's possible.
Following our merge with Cornerstone Financial Group and Tactical Solutions, Invest Blue now has 11 offices conveniently located in rural, coastal and city locations across Queensland and NSW. All of our offices are supported by an operations team of technical advice, research, marketing and IT specialists. What this means for Invest Blue clients is that they can deal with someone local but also benefit from the expertise and support of the collective company.

We hold our financial planning licence through AMP Financial Planning Pty Limited, one of Australia's largest financial planning networks. Through our accreditation with AMP Financial Planning we benefit from industry leading training, support, research and development.

We have access to independent, specialised investment knowledge through van Eyk, one of Australia's most influential providers of investment research.

We also have alliances with referral partners that specialise in general insurance, accounting, direct property and business planning to help address more of your financial needs.

We also have alliances with referral partners that specialise in general insurance, accounting, direct property and business planning to help address more of your financial needs.

Our History
In 2014 Invest Blue merged with two large and successful AMP Financial Planning business, Cornerstone Financial Group and Tactical Solutions. After working together on projects within AMP for over 20 years, we decided that by combining our resources we were able to offer the best of each business to our clients into the future.

Together – our combined resources and streamlined processes bring the best of both worlds together, aligning our vision and creating a new future for celebrating successes.

Positive – Everything we do is about helping you achieve your dreams through the belief that it’s possible. The merge provides a new way to work and a better experience for clients and staff.

Stronger – More advisers, more value, more locations across Australia. The combined experience and long established history of growth of both companies ensures that we will not only be bigger, we will be better, stronger and more sustainable. Find Out More

Our People And Culture
Our people are passionate about helping our clients achieve their dreams and making the Invest Blue experience the best it can be.

Invest Blue is committed to developing and maintaining teams of highly skilled people with our culture rewarding and encouraging innovation. We are committed to growing our people through structured training, providing rewarding career paths and continued professional development. We foster and provide opportunity for appropriate work life balance for our people.

We encourage a team culture where our people are focused on providing consistent, enjoyable and supportive experiences for themselves and their clients.

Our Communities
Invest Blue is passionate about giving back to our local communities. Invest Blue has partnered with a number of local charities including Can Assist, Cancer Council, Ronald McDonald House, The Armidale Hospital, Variety and Spinal Injuries QLD. In conjunction with the AMP Foundation, Invest Blue has donated over $110,000 since 2005, which has helped boost the valuable services of some local charities. In November 2014 a number of the Invest Blue team will be taking a break from their day jobs and hopping on their bikes to help raise much needed funds for kids who have had a tough start in life.

Participating in the Future2 Wheel Classic will see them taking on a huge 1050 km ride from Melbourne to Adelaide over 7 days.Ben, Paul, Steve and the rest of the team will aim to raise as much money as they can to help change young lives for the better.

Over the last four years, over $400,000 has been raised by Wheel Classic rides from Bourke to Sydney (twice), Sydney to Melbourne (2012) and Melbourne to Sydney (2013).
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