Retireinvest Hervey Bay

About Us

RI Wide Bay is your trusted partner in achieving financial security and making the most of your money, no matter where you are in life. Established in 1996, we've empowered countless individuals and families in Bundaberg and Hervey Bay to build a prosperous future.

Our Mission

Our dedicated team of experienced financial planners work collaboratively with you to:

• Understand your unique financial goals and aspirations.
• Develop a tailored plan that aligns with your individual needs and circumstances.
• Implement strategies that address your specific financial challenges and opportunities.
• Review and adjust your plan regularly to ensure it remains effective over time.

What Sets Us Apart

We believe financial planning is about more than just numbers. We take a holistic approach that considers your financial goals, personal values, and long-term aspirations. We want to help you not just manage your wealth, but also enjoy the fruits of your financial success.

Our Expertise

With access to a wealth of resources and extensive industry knowledge, we can assist with:

• Retirement Planning: Secure your future with comprehensive strategies for superannuation, investments, and taxation.
• Aged Care Planning: Plan for the future with tailored solutions to assist aging parents or grandparents.
• Self-Managed Super Funds: Optimize your SMSF with guidance on contributions, investment strategies, and compliance.
• Wealth Management: Develop a tailored investment portfolio that aligns with your risk tolerance and financial goals.

Our Commitment

At RI Wide Bay, we're committed to:

• Providing clear and transparent communication.
• Offering personalized and responsive service.
• Treating every client with respect and empathy.
• Staying at the forefront of industry knowledge and regulations.

Get Started Today

Contact us today to schedule a complimentary consultation and take the first step towards a secure and prosperous future. We look forward to helping you achieve your financial goals and live life on your terms.