Lifestyle Planning
At Invest Blue, we work closely with you to help demonstrate what is possible and develop the right advice to empower you to live your best possible life.
Our Process
Each time we get together we will work through five key areas:
- What’s important to you?
- Your details
- How we can help
- Next steps
- Summary and actions
As a new client, there are a series of meeting steps we go through to develop your financial plan.
An investment in your future
Our first meeting is no cost and obligation free. If you would like to progress to the next research stage, you will be charged to recover some of the costs incurred in reaching this stage. If you agree to the strategy presented, your initial advice and establishment costs will calculated dependent on the nature, complexity, and size of the advice and implementation required. For future years, there is an ongoing advice cost for working with our team. This cost varies based on the type of ongoing advice, its complexity as well as the time and resources we need to bring to meet your ongoing requirements.
We have four support packages based on complexity. Your package will be determined by your situation and preferences.
| Access | Enhance | Elevate | Enhance |
| This is a portfolio review service only, and is for clients with who have less than $150,000 to invest, and are not seeking a review on their situation outside of their risk profile and investment portfolio. This package includes an annual review call (phone or video) per year. | This is an entry level package that suits those who have relatively simple financial affairs and less than $500,000 to invest. This will suit those just starting out on their financial journey or are later in their retirement years. This package includes one formal annual review with an adviser per year. | The elevate package is our standard package that suits the majority of our families that we work with. You may have a slightly more complex financial situation, multiple goals and a combined wealth of more than $500,000 to be managed. This package includes one formal annual review with an adviser per year. | The exceed package is designed for those who have a more complex financial situation and may have multiple investments such as a SMSF, Trust or multiple entities. This package includes one formal annual review with an adviser per year. |
Financial Health Check
How healthy is your financial situation?
Let’s get started
If you are unsure of an answer, check the tips for help. At the end you will receive a score and a report, the report will be emailed to you. The report will provide general information based on your situation
This form will take approximately 10 minutes to complete
Budgeting & Goal Setting
In this topic of our Knowledge Centre, you can learn more about:
- Identifying your dreams and goals
- Understanding where you are now
- Building a budget that works for you
- Money mindsets
Below you can find free worksheets and resources to help you on your journey.
Make your financial dreams a reality.
