Established in Armidale in 1996, Invest Blue has offices conveniently located in rural, coastal and city locations in Queensland, Northern New South Wales, Victoria, Tasmania and the ACT. All of our offices are supported by an operations team of technical advice, research, marketing and IT specialists. What this means for Invest Blue clients is that they can deal with someone local but also benefit from the expertise and support of the collective company. We are here to empower you to live your best possible life through comprehensive financial advice. We do this by getting to know you and what is most important to you and developing a strategy tailored to your unique situation. Invest Blue is passionate about helping people to reach their goals and live their best possible life by providing quality, tailored financial advice. We are a Financial Planner located in Lismore, NSW. We have a strong team of Financial Planners as well as a dedicated Lending team to support those looking for home loans or investment mortgages. We offer tailored Financial Advice on Financial Planning, Wealth Creation, Wealth Management, Wealth Protection, Superannuation, Retirement Planning, Tax Strategies, Debt Management, Life Insurance, Income Protection, Investments, Lending, Budgeting and Money Management. We service a large area in and around Lismore so please get in touch to see how we can help you live your best possible life.

First National Real Estate is your first choice for Australia’s most advanced real estate services. We sell, rent and manage Forster and Tuncurry’s best homes, using industry leading digital marketing, creating the most competitive marketing packages you’ll find.

Glenn Cameron is an authorised representative of Libertas Financial Planning and has practiced as a Financial Planner for 23 years. Glenn has a Master of Financial Planning, Bachelor of Economics and Diploma in Finance. Glenn has vast experience to draw on with 30 years of banking and finance industry knowledge.

We specialise in giving friendly and affordable, professional financial advice to anyone who needs it! We are there to help increase and protect your wealth with sound, simplistic advice. Privately owned and operated Australian financial planning firm, dedicated to providing trusted investment advice to clients with honesty & integrity. Our independently provided research, corporate independence & sole focus on private investors enable us to provide a truly transparent service with affordable quality advice. We use client profiling, which is a short questionnaire, to build a picture of your assets & liabilities, income and expenses. We also look at whether retirement is near, or a long way in the future. Your profile tells us where you are now, and what is required to achieve your goals and objectives. It is regularly reviewed to ensure that it correctly reflects your current situation. We will discuss an overall strategy, focusing on ideas that can assist you to meet your long-term goals. Then we will assist in providing a financial plan to enable your financial goals to be achieved. A Term of Engagement (TOE) will be drafted, which will outline the advice required and associated costs. The aim of the financial plan is to crystallise the financial inputs with your long-term goals and objectives. It will explain the steps we see as necessary to achieve these goals and the risks and costs associated in implementing the strategy. It is a recommended course of action, but is by no means the only course of action. With an authority to proceed we look to implement the plan in an orderly process. Our staff will assist in the completion of the implementation of super roll-over, maturities, bond and other asset transfers, off-market transfers, opening of bank and deposit accounts and liaising with accountants and other professionals to make sure implementation flows smoothly. We will review your financial situation on a regular basis or as your needs require.

Do you understand what your insurance covers and if your family is protected? Based in Lismore, Carter Financial Services helps you understand the difference between various personal insurance deals, to help you find the right policy for your needs. Many of our clients come to us, not sure what cover they actually have in place and what they are covered for. With a personal insurance checkup, we can determine what benefits you should receiving and customise a new insurance plan to suit your needs. Key person business insurance, trauma insurance, income protection and superannuation can all be considering during a financial planning consultation. We are your personal adviser, we are here to support you, at claim time, at review time and any other time you need to see someone about your insurance. For further information about insurance, contact Carter Financial Services in Lennox Head today.

RBS Morgans is Australia's largest national full-service retail stockbroking and financial planning organisation with over 400,000 clients, 500 advisors and 840 staff operating from 60 offices in all states and territories.

Welcome to bespoke finance solutions in Australia! Specialising in home loans, car finance, business funding, and personal loans, I offer tailored guidance for every unique financial need. Navigating mortgage refinancing, finding the best rates for investment property loans, or stepping into the world of first-time home buying, each client receives personalised, professional advice. With a focus on understanding each individual's scenario, I ensure clarity and confidence in all your financial decisions, from loan interest rates to strategic financial planning. Let's make your financial goals a reality!

Elston-Customised Financial Solutions provides highly personalised investment advice and portfolio management to private Australian investors. We offer an integrated service for clients, combining investment strategy advice with a conservative investment management approach to build and preserve wealth. Elston-Customised Financial Solutions is a privately owned and operated Australian investment firm, dedicated to providing trusted investment advice to clients with honesty and integrity. Our independently provided research, corporate independence and sole focus on private investors enable us to provide a truly transparent service with quality advice. We offer a range of financial solutions for individuals and families. These include financial planning, retirement & superannuation planning, self-managed super funds, strategic advice, investment management, division of marital assets, government super and insurance. Whether you're planning for retirement, entering into the world of investments or setting up your business plan, we can help. Call Elston-Customised Financial Solutions in Ballina today.

I bring over 20 years experience in the finance industry, including working at major banks. My experience and access to over 60 lenders means I can find the right finance solution for my customers unique needs and support them every step of the way. From first home buyers to seasoned investors growing their portfolio, I enjoy finding innovative solutions to help you achieve your financial goals today, tomorrow and into your future. Outside of work I love spending time with my family and friends and you can find me cooking up a storm in the kitchen although Masterchef does not look likely for my future! Ready to get started towards your financial goals? Lets chat!

Financial and investment advisor.