Invest Blue | Canberra
people, places, memories: happy | it's possible
OPENING HOURS: Monday to Friday, 9am-5pm
Jeremy built Bravien Financial to assist people in achieving the life goals that are important them. The concepts of client first, going the extra mile, team work and peace of mind are core. And now after 20 years, Jeremy has joined the formidable Invest Blue team and the mission remains to get your entire financial house in order and keep it that way forever. What you get is control, more time and happiness.
The success of the practice is attributed to the philosophy of understanding your needs and aspirations first, then talking your language to deliver strategies that you can actually implement and succeed with.
Jeremy Gillman-Wells is a multi-award winning and widely experienced Certified Financial Planner. He is a regular guest speaker at investment forums and provides a financial education program for Canberra schools. He is the principal adviser and Team Captain of Invest Blue Canberra – a firm that belongs to the pretigious ranks of Australia's best places to work and Most Trusted Advisers.
Jeremy maintains a passionate concern for not only technical excellence, but honesty and transparency in the manner in which clients’ affairs are managed. This has resulted in Jeremy being recognised as a leader in retirement strategies and advice methodology. He is the National Winner of the prestigious Financial Planning Association award for Pre-Retirement Planning, National Winner of the Financial Planning Association Best Practice Award and a 3 time National Winner of Quality of Advice & Financial Planning Excellence Award.
Living in Canberra for over 30 years has allowed Jeremy to develop a strong understanding of the needs of public service employees and their families, particularly in relation to defined benefit superannuation schemes.
With Bravien growing well for over 20 years, Jeremy is strongly involved in the community and giving back. Invest Blue donates pro-bono work to the Cancer Council and has been a long time supporter of the Smith Family Learning for Life Program. Jeremy has twice cycled the Future2 Wheel Classic between Sydney and Melbourne to help fund raise over $220,000 for the Future2 Foundation which supports disadvantaged young Australians. He is an avid cyclist, part-time racer and amateur video producer. He lives on a small rural property with his wife and two children.
We've been clients of Jeremy's for over 20 years. He has helped us plan and achieve our goals and supported us all the way. Always contactable. Always will to assist. He has gathered a great team around him.
Always follows up on any request.
Jeremy and his team at Invest Blue continue to offer an exceptional level of service that has made us feel entirely comfortable that our best interests are represented by the financial advice we have received and implemented over the last 3 years. Jez is an extraordinarily talented financial adviser, with a rare blend of high EQ, IQ, technical mastery and worth ethic. We are entirely satisfied with Jeremy's service and have referred two further clients over the last 12 months (despite Jeremy already being in very high demand!).
Jeremy takes a very close personal interest and has total familiarity with all the details of my financial planning, (even when some of the background work and research is undertaken by his assistant colleagues), which gives me confidence that he understands my particular situation, and is providing advice that will stand the test of time in the years ahead. He has been very quick to respond to my questions or queries, for example, about calculations or superannuation concessional contribution decisions, taxation, government rules and regulations. While the superannuation and pension regulatory environment is at times complex and non-intuitive, he presents his information in a way that I can understand the reasons for the advice he is giving, and the decisions being made about contributions, investment strategies and long term financial risk, and my future financial outlook.
Super nice and intelligent guy who takes into consideration your circumstances and stage of life experiences and expectations.
- Adviser status Platinum
- Number of reviews 40
- First year providing advice 2001
- Years of experience 22
- Graduate Diploma of Business Administration
Invest Blue Pty LtdLevel 1, 29 Bentham St
Yarralumla, ACT 2600 Suite 9, 60 Macgregor Tce
Bardon, QLD 4065
- 9:00am – 4:00pm Friday
- 9:00am – 5:00pm Monday – Thursday
- In person
- Video call
Amp Financial Planning Pty Ltd