Personalised financial advice for individuals, families, business owners and retirees in Caloundra and across the Sunshine Coast.
At RetireInvest South East QLD, we help people make informed financial decisions and plan confidently for the future. From our Caloundra office, we provide personalised financial advice for individuals, couples, families, retirees and business owners across Caloundra and the wider Sunshine Coast.
Whether you are building wealth, reviewing your superannuation, approaching retirement or looking for ongoing financial advice, our advisers take the time to understand your circumstances, priorities and long-term objectives.
We can help you develop a practical financial strategy that brings together the areas of your finances most relevant to your needs.
28 Oval Avenue, Caloundra QLD 4551
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07 5491 6722
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Open Wednesday, Thursday and Friday; Monday by appointment
Prepare for retirement and develop a strategy for funding the lifestyle you want.
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Review your super, contribution strategy, investment options and retirement readiness.
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Develop an investment strategy suited to your objectives, timeframe and risk profile.
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Put a structured plan in place to build, manage and protect your wealth.
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Understand whether a self-managed super fund may be suitable and how it could fit your plan.
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Consider strategies designed to protect your income, family and financial plans.
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Consider how your financial affairs and assets should be managed and transferred.
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Understand the financial considerations associated with accessing and paying for aged care.
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Retirement can involve some of the most important financial decisions you will make. The earlier you understand your options, the more time you may have to prepare. Our Caloundra financial advisers can help you consider your superannuation, investments, expected expenditure and potential sources of retirement income.
Build financial security, manage debt, protect income and plan for the future.
Understand your options and plan a smoother transition into retirement.
Review retirement income and investments and plan for future needs.
Plan for business success, wealth creation and personal retirement.
Our experienced financial advisers support clients across Caloundra and the Sunshine Coast with retirement planning, superannuation, investments and broader financial advice. Visit our team page to learn more about our advisers, their experience and areas of advice.
Strategies developed around your circumstances, goals and priorities.
Advice across retirement, superannuation, investments and related needs.
Regular reviews and ongoing advice as your circumstances change.
Meet at the Caloundra office or ask about other available meeting options.
Our Caloundra office supports clients throughout Caloundra and surrounding Sunshine Coast communities, including:
Caloundra
Kings Beach
Golden Beach
Pelican Waters
Moffat Beach
Dicky Beach
Battery Hill
Little Mountain
Currimundi
Baringa
Nirimba
Aura
Bokarina
STEP 1
We discuss your goals, what is important to you and how we may be able to help.
STEP 2
We gather the information needed to understand your circumstances and priorities.
STEP 3
We prepare and present advice tailored to the agreed scope and objectives.
STEP 4
Where agreed, we help implement the plan and review it as life changes.
A financial planner can help you consider areas such as retirement planning, superannuation, investments, personal insurance, wealth creation and estate planning. The areas covered will depend on your circumstances and agreed scope of advice.
You can seek advice at any age and stage – in fact, advice may also be helpful at any point in life when your employment, family circumstances, superannuation or retirement goals change. Seeking Retirement advice 5-10 years prior to your anticipated retirement date may give you a broader range of options to consider however many of our clients have come to us 1-2 years prior or even as they are retiring.
Yes. Subject to the agreed advice scope, an adviser can review your existing arrangements, investment options, fees, insurance and superannuation contribution strategies.
RetireInvest Caloundra can provide advice on your existing SMSF, covering SMSF-related strategies where appropriate. Whether an SMSF remains suitable will depend on your circumstances, objectives, responsibilities, and the costs involved.
We are not an Aged Care Placement Service however do have an Accredited Aged Care professional who can provide expert, compassionate guidance through the complex financial and emotional maze of transitioning into residential aged care.
Advice fees depend on the complexity of the work required. The services and applicable fees will be explained at your first meeting, before you decide whether to proceed.
Your initial meeting with us is complimentary. Fees for subsequent meetings will be disclosed at your initial meeting.
Our Caloundra office is at 28 Oval Avenue, Caloundra QLD 4551. The office is open Wednesday, Thursday and Friday, with Monday appointments available by arrangement.
Yes! If in office meetings aren’t suitable we can offer phone or online meetings. Please advise the team when booking.
28 Oval Avenue, Caloundra QLD 4551
Get Directions >
07 5491 6722
Wed, Thurs and Fri 9:00 am- 5:00pm
Monday by appointment