RetireInvest Caloundra

At RetireInvest, we are a team of trusted financial advisors dedicated to helping individuals and families achieve financial security and peace of mind. Our team of experienced professionals has years of experience in providing personalized financial advice and guidance to individuals from all walks of life, from young professionals just starting out to retirees enjoying their golden years.

Our Philosophy

Our philosophy is simple: we believe that everyone deserves to live a financially secure and fulfilling life. We understand that every individual has unique financial goals and aspirations, and we are committed to providing tailored advice and support to help our clients achieve their goals. Our approach is holistic, comprehensive, and personalized, taking into account every aspect of our clients' financial lives, from wealth creation and debt management to retirement planning and estate planning.

Our Services

We offer a wide range of services designed to help our clients achieve financial security and peace of mind. Our services include:

• Wealth creation and management
• Debt management and reduction
• Insurance planning for individuals and families
• Superannuation and retirement planning
• Self-managed super fund management
• Business planning and succession planning
• Estate planning and aged care planning
• Ongoing advice and support

Who We Help

We work with individuals and families from all walks of life, including:

• Young professionals just starting out
• Families with dependents
• Pre-retirees planning for the next chapter
• Retirees enjoying their golden years
• Small business owners and entrepreneurs

Our Team

Our team of experienced professionals is dedicated to providing exceptional service and guidance to our clients. Our team includes:

• Ken Wicks, Director and Financial Adviser
• Louise Doughty, Financial Adviser
• Mike Smith, Financial Adviser
• Michael Iacovella, Director and Financial Adviser
• Abbi Hanna, Adviser Associate

Client Testimonials

Don't just take our word for it. Our clients have seen the positive impact of our advice and guidance on their financial lives. Here's what some of our clients have to say:

• "It's their broad holistic approach that set them apart from the others." - Robert and Brenda
• "We found that the whole team has been very supportive, very efficient, very helpful and they seem to get results." - Jill
• "Congratulations to all concerned. It's good to know we are being looked after by a recognised team of professionals." - Greg McGrath

Get in Touch

If you're ready to take control of your financial future, we invite you to get in touch with us today. Book a complimentary meeting with one of our experienced financial advisers and take the first step towards achieving financial security and peace of mind.