Director and Certified Financial Planner
Invest Blue Pty Ltd is a financial services company which offers debt management and wealth creation, retirement planning, estate planning, and personal wealth protection.
I commenced my financial planning career in 2000 with my father in law, Terry Wells at Financial Independence Planners in Penrith. Prior to this I worked as an accountant from the time I left school.Terry and I were responsible for growing the business in Penrith and the Central Coast, and employing a fantastic support team, most are still part of the team at Invest Blue today.This growth was achieved as there was always a focus on a long term relationship of trust and support with clients. Our focus on pre and post retirement advice meant that we have assisted many clients to achieve their goal of financial independence, and these clients have become strong advocates of the business, referring many people to both myself and Terry. Trust is at the core of every relationship between a financial planner and client. It’s difficult for anyone seeking financial advice to find an adviser that they can trust to assist them in achieving their goals, dreams and financial security. However I believe that my existing clients are my best advocates, and the long term relationships that exist with my clients are the best evidence that this can be achieved.I am passionate in supporting my clients make those key financial decisions, and believes in the approach that a great financial adviser provides all the education and support required to help their clients make smarter financial decisions to achieve their goals.