Taten Pty Ltd - South Melbourne (VIC)

Gail and Sue We have been with quite a few financial advisors over many years. However, since becoming part of the Invest Blue family has been amazing and we have nothing but the highest of praises for our team. Since joining the Invest Blue family we have consistently been impressed by the professionalism, work ethic, integrity, communication and collaborative working relationship we have built and continue to maintain with our advisor Taylor Peiris and our relationship manager Charna Rifai. What has been important to both of us is gaining confidence and trust with the advice provided so that our futures are secure as we trend into retirement. Taylor has a high level of interpersonal skills that has enabled us both to engage openly and sincerely with her about our wants and needs. We have been respectfully challenged to assist in determining our goals for the future and the assistance from our team has been appreciated to help us stay on track. We have embraced Taylors advice respectfully and the level of confidence and trust we have built with her is second to none. We highly recommend Invest Blue in planning for you future where the advisors are passionate, knowledgeable,committed and will strive to map out a positive plan to you for your financial security.

Sesh Naidoo Matt at Fast Lending Group is our go-to broker for both commercial and consumer lending. He’s professional, knowledgeable, and always delivers outstanding results. We also refer our clients through to him as we trust that he is the right man for the job. Highly recommended!

Richard Block Yohan from Loan Comparison Genius was wonderful. Great communication and professionalism and of corse got me a great deal on my mortgage. I highly recommend Yohan and this company. During this time of Covid, the deal Yohan got me has saved me financially. Thank you, Richard Block.

Nicole Hunter Fantastic experience with Chris at Chapman Miller Goldie. Tax return done quickly over the phone and by email. Chris went out of his way to explain how best to manage my superannuation contributions in light of current thresholds and incentives. Very generous with his time. Great service. Highly reccomend. 6 stars!

Kaveh Shams I’m incredibly grateful to the team at Borg Financial for helping me secure a home loan and making the entire process smooth and stress-free. From day one, they were attentive, knowledgeable, and genuinely committed to finding the best solution for my situation. They took the time to explain every step clearly, answered all my questions (no matter how small), and made sure I always felt informed and confident in my decisions. Their communication was prompt and professional, and I never felt like just another client — they truly cared. Thanks to their hard work and expertise, I’m now a proud homeowner. I highly recommend Borg team to anyone looking for reliable, honest, and efficient mortgage support. They’re the best in the business!