Debt & Lending Philosophy

Our beliefs

Debt and lending are more than just about borrowing. It’s about understanding money and how cash flow works. Debt and lending can be powerful tools for building wealth, minimising tax, and allowing you freedom and security to achieve your financial goals.

Why borrow?

• For family/personal security i.e. buying a home
• For investment purposes – property/investment portfolio
• To start or grow a business
• To invest in commercial property
• To get back on track – using debt consolidation
• Personal circumstances (renovations, medical expenses, travel, education, motor vehicle, plant & equipment, etc.)

Our approach

At Invest Blue , through our dedicated lending team, we provide more than just traditional mortgage broking. We take the time to understand your individual requirements. This means that a strategy and structure will be specifically designed with your situation at the core.

We are passionate about your desired outcomes and therefore understand the importance of being well informed. We are committed to providing ongoing support and education in the forever changing debt and lending environment, what to consider and what to expect. Together we will work on a tailored approach and solution.

A partner for the life of your debt

We understand that your ‘Debt & Lending’ is constantly evolving based on changes in your situation, your family, your job or other circumstances. This is why we regularly meet to review your situation and determine whether any changes in structure are required.

Our promise

We work with a large number of lenders in the market and believe each lender has a particular role to play as every client has varying needs and objectives.

As a client of Invest Blue you will benefit from our experience, professionalism and knowledge of the market, the lenders, the products and their respective features. We are committed to providing you with the highest level of service. We believe in keeping you informed at all times and ensure you are up to date with the progress of your application.