3 Best Financial Services in Coffs Harbour, NSW

Very professional, knowledgeable, and provides excellent customer service. Craig explained everything and answered all my questions in a way that was easy for me to understand. I highly recommend Craig and his team.

Craig and Kim are a Fantastic Team that provide the highest quality financial advice and service to their clients. I thoroughly recommend their services.

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Nick Grady has been our Adviser for many years, previously with NAB Financial Planning. We were extremely pleased that he gained employment with Invest Blue so that we could continue our relationship without having to re-invent ourselves with new personnel. We have been well satisfied with his past advice and he certainly helped in our smooth transition to a new institution. He has always been available when required and he understands our situation and what we expect from our investments. We look forward to our continuation in the forth coming years. Regards Trevor and Joan Baker

Gretel has been like family to my husband and I. She genuinely cares about the quality of our lives and where we are heading in regards to our retirement. Nothing is too much trouble. We feel safe in the knowledge that Gretel does have our best interests at heart. She's a local girl with deep connections in our area. We couldn't be happier.

We had a great experience dealing with all the staff at Invest Blue, everyone was extremely knowledgeable and provided us with great service and advice that suited our situation perfectly. We have recommended them to both family and friends and will definitely be using them again

Jared and Sue make an incredible team. Jared invests time to understand your unique needs and goals, crafting personalised solutions to suit your financial situation. He can simplify complex concepts making navigating finances easy. Jared is very knowledgeable and saved us money! Highly recommend him.

Great advice. Consideration given to all our financial goals. Highly recommend this company. We have found service ethical and honest as well as great communication.

Jarrod is always available to speak to and see if needed. His advice is invaluable and he has our full trust.