Sam Bonello

Invest Blue Pty Ltd

8 Yrs Experience
Erina, NSW 2250

I started my financial advice career after seeing the depth of relationships my friend, an adviser of 30+ years had with his clients. 

Personal finances, wealth creation and wealth protection are relatively easy for someone strange enough to enjoy these areas. By contrast, people are complicated in the way we allow our attitudes towards ourselves and our money reflect a disconect between our deepest values and our financial decisions large and small. 

I enjoy building trust with people so I can understand them and bring their personal wealth goals and their finacial picture into alignment. 

If you would like to get rich quick you should probably talk to someone else. If you want to be healthy, wealthy and wise then I am confident I can help ; )

I look forward to talking with you soon.


  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Property Investment
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.89
  • Number of reviews 33
  • First year providing advice 2016
  • Years of experience 8
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Invest Blue Pty Ltd

Suite 4C, 148 Central Coast Hwy
Erina, NSW 2250

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Charter Financial Planning

AFSL 234665