19 May Invest Blue is on the move!
Invest Blue Gladstone is bursting at the seams in their current office and have decided to move to a bigger and brighter future at 55 Goondoon Street.
In the last 12 months Invest Blue has more than doubled the size of their team to meet the needs of their growing number of clients.
What great news to hear happening in Gladstone at this time!
Invest Blue is very passionate about helping people achieve their dreams and is very honoured to be playing such a positive role in the local community that it has been a part of for many years now. In 2015 Invest Blue took over Home Loans Etc. to expand its lending capabilities and now offer a full service lending team that can do the research for you to ensure you get the best home loan for your circumstances. In addition to this the invest blue team provides financial planning and quality, tailored advice so clients can make better financial decisions.
What do Invest Blue Gladstone think about our local economy?
“In recent months we have seen local job losses as well as drops in demand for real estate, which has a depressive effect on rental and sale prices. For many, we know, times are tough. We have worked with clients facing redundancy and helped them to set out a plan to manage their financial future. When facing uncertainty, we know this is the best way for us to help provide some reassurance and direction. Our view to the future is positive. We know that the Gladstone community has a lot to offer.”
Some tips for our readers:
• Identify your personal and family goals — know where you want to go.
• Identify what is important to you — what do you truly value? Are your current state of affairs aligned?
• Grow your team — you don’t have to do all the work yourself. There is no obligation in our first meeting, so come in and see if we are right for you.
• Cover the basics — make sure you and your family are protected in the event of accident or illness, that your investments are aligned with your stage of life and tolerance for risk, and that you have a plan in place to reach your goals.