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Invest Blue

Address Suite 5.06/12 Century Cct, Baulkham Hills NSW, Australia
Phone +61 1300 346 837
Hours
Monday08:30-17:00
Tuesday08:30-17:00
Wednesday08:30-17:00
Thursday08:30-17:00
Friday08:30-17:00
Website www.investblue.com.au
Categories Financial Planner, Financial Audit, Financial Consultant, Financial Institution, Insurance Broker
Rating 4.8 14 reviews
Nearest branches
Invest Blue — Fountain Plaza, Office 4C/148-158 Central Coast Hwy, Erina NSW
Invest Blue — 131 Faulkner St, Armidale NSW
Invest Blue — Level 1/30 Gordon St, Coffs Harbour NSW
Similar companies nearby
Discovery Wealth Advisers — 6/35 Old Northern Rd, Baulkham Hills NSW
Evergreen Wealth Management — Level 5, Building A, Suite A40C, 24-32 Lexington Dr, Norwest Business Park, Bella Vista NSW
Gain Home Loans — 401/10 Century Cct, Norwest NSW
Taylor & Co — Suite 426/14 Lexington Dr, Baulkham Hills NSW

Invest Blue reviews

14
Sort by: date highest rated lowest rated most helpful
Heidi
10 December 2023 4:47

Carol and her team were very accommodating to our needs and kept every line of communication open throughout the whole process. We were very impressed with the service provided to us from start to finish and couldn’t ask for any better.
Thank you Carol, Diana and team for all you did for us with refinancing.

Najat
03 December 2023 20:06

Great experience! Being a 1st home owner and going through a daunting process Carol was professional, supportive and provided exceptional customer service. Highly recommend working with her! 10/10

George
18 October 2023 16:58

Fantastic support and quick to respond. I can’t thank her enough for assisting us throughout this whole process. I would recommend Carol & Alison to everyone

Cameron
21 September 2022 17:53

Carol and Terri were an absolute pleasure to deal with and helped us to easily refinance our home loan without any fuss or trouble. Both Carol and Terri were super responsive and provided great client service from start to finish. Thank you Invest Blue, and many thanks to Carol and Terri for their hard work.

Chantelle
21 April 2022 21:07

Carol at Invest Blue was great! We had a great experience with her. She is a wealth of knowledge, always got back to us at her quickest convenience and answered any questions we had.
We were referred to Carol and couldn’t have asked for a better person to help us find a property.

Jamie
08 March 2022 15:58

Couldn't recommend Carol and Taylor any higher they have gone above and beyond to help us, and always respond promptly.

Ann
05 December 2021 23:28

We recently worked with Invest Blue Mortgage Broker Carol O’Shea. We could not have worked with a better person. Carol was so helpful and went beyond this at times when things didn’t add up to me. We cannot recommend her highly enough.

Kate
13 September 2021 22:07

Carol was extremely helpful and responsive when finding a home loan for us. Very grateful for all of her hard work!

Imelda
09 September 2021 20:41

Carol and the team at Invest Blue made the process so easy and streamlined. The electronic platform for communication of all sensitive documents was reassuring and easy to use. Followed up with emails and phone calls to ensure we were updated at all points, meant we never had to chase up anything and were fully informed right through to conclusion. I would highly recommend Invest Blue. I give them 5 stars.

John
16 August 2021 1:39

We have had our superannuation invested with AMP through Invest Blue for many years. While the fees were significant, I justified this by the quality of service provided and by receiving acceptable investment returns. All this changed in the last financial year; our request to move to a non-AMP investment product was processed at glacial speed. I then uncovered the presence of additional charges with the recommended new investment for which I requested an explanation.which I never received. We have moved to another superannuation advice provider.

Stacey
09 August 2021 11:59

I've been working with Ron from Invest Blue for about a year now and I cannot speak highly enough of his professional and supportive service. I was very apprehensive about finding and trusting a financial planner I didn't know. Ron really took the time to listen to what my husband and I were looking for in a financial advisor and worked hard to gain our trust. He presented us with a detailed, easy-to-understand plan. Ron makes himself available for questions and is always happy to help. Best decision we ever made. Thanks, Ron!

Jenny
02 August 2021 11:38

I was refered to Ronald at Invest Blue through the cancer council after my husband's death. Ronald was extremely knowledgeable and helpful in manageing my situation and because of the expert advise, I was able to achieve a fantastic financial outcome. I highly recommend Ronald and his team at Invest Blue and the services of the cancer council.

Tony
24 July 2021 19:34

Great service, no fuss, can do attitude, great advice and easy process, thanks invest blue and the team

Josephine
07 July 2021 7:24

I was greatly supported to get my first home loan! My mortgage broker was amazingly accessible and proactive in communicating with me. She was also amazingly compassionate, which was so needed as being a first home buyer, I was fraught with anxiety. I am extremely pleased with the support I was given and would highly recommend for any first home buyers to use this service because these folks at Invest Blue really are terrific guides through the confusion that is getting a mortgage in Aus.

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