At Invest Blue we are here to listen and learn about you! Once we have an in depth understanding of who you are and what you want, we can develop a plan together.
There is no generic plan to life, your needs as an individual are what we focus on to make sure we get it right the first time.
We pride ourselves on finding solutions where others find problems.
Explains concepts clearly a great bloke to deal with
Michael has given my husband and I advice on our self-managed super fund and our Life/income protection insurances. Michael met with us promptly and explained things to us in a clear way and we feel very confident that the advice given was right for us. We benefitted a lot from meeting with Michael and I would refer him to anyone who needed financial advice.
Michael has been very helpful and thorough in making sure we have the right protections in place. Would highly recommend!!
Michael has a wealth of knowledge across all aspects of the banking/finance industry. He was passionate about applying this knowledge to secure a brighter financial future for us as his clients. He truly listened to our situation, and from that, was able to compose a very comprehensive statement of advice. He was able to recommend the best and most relevant products, hence the change to a better super fund for my wife and I. Michael seamlessly transitioned our super funds and performed a lot the groundwork, so on our end the process was very easy. His strategies have enabled us to reduce our tax, whilst also gaining insurance protection...other fields Michael is well versed in. To conclude Michael is very professional yet remains personable. I highly recommend!
Michael shares a wealth of knowledge and has been able to provide strategies that are tailored to my needs. I would be happy to recommend Michael to all my friends.
- Adviser status Gold
- Number of reviews 8
- First year providing advice 2005
- Years of experience 18
- Advanced Diploma of Financial Planning
Invest Blue Pty Ltd559 Freemans Dr
Cooranbong, NSW 2265 Fountain Plaza, 148 Central Coast Hwy
Erina, NSW 2250
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Charter Financial Planning