Our Story
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.

Over the years, we have grown from strength to strength, due to our clients
Every year we grow because our clients share the impact we have in their lives with their friends and family. Our client stories are the best way for us to explain what we do so if you are thinking about getting some help with your financial affairs, you will learn best from them.

We are very active in seeking input and feedback from our clients to ensure the way we work with individuals not only meets, but exceeds their expectations. Learn more about how you can provide your feedback.

Big Enough To Deliver… Small Enough To Care…
Invest Blue has 13 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, client experience, compliance 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 Zenith, one of Australia’s most influential providers of investment research.

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

What core values mean to us
We are passionate about helping our clients to live their best possible life. Our core values articulate why and how we do this; they are not aspirational, they are actual.

This article truly represents what drives us as a business; to support and nurture our people, and achieve our dream of 6000 elated clients by doing what we love.

Lakeside Financial Planners