Personalised financial advice for individuals, families, retirees and business owners in Mt Gravatt and across Brisbane’s southside.
For more than 25 years, RetireInvest South East QLD has helped people across South East Queensland make informed financial decisions and plan confidently for the future.
From our Mt Gravatt office on Logan Road, our experienced financial advisers provide personalised advice across retirement planning, superannuation, investments, wealth creation, personal insurance, self-managed super funds and aged care.
Financial advice should be about more than numbers. It should help you understand where you are today, make informed decisions about what lies ahead and develop a practical plan for working towards the future you want.
Whether you are building wealth, preparing for retirement, reviewing your superannuation or managing a significant life change, our Mt Gravatt team is ready to help.
1470 Logan Road
Mt Gravatt QLD 4122
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07 3343 7611
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Monday to Friday
9:00am to 5:00pm
Other appointment times may be available by arrangement.
Our Mt Gravatt financial advisers can help you understand your options and develop a financial strategy shaped around your circumstances, priorities and long-term objectives.
The services available will depend on your needs, the agreed scope of advice and the areas in which the relevant adviser is authorised to provide advice.
Prepare for retirement and develop a strategy for supporting the lifestyle you want. We can help you understand your retirement options and consider how your superannuation, savings, investments and other financial resources may support your future income needs.
Explore Retirement Planning >
Review your superannuation and understand how it fits into your broader financial plan. Depending on your circumstances, advice may consider your existing super fund, investment options, fees, contributions, insurance arrangements and retirement objectives.
Explore Superannuation Advice >
Develop an investment strategy aligned with your objectives, time frame, financial position and tolerance for risk. Our advisers can help you understand the role different investments may play and explain the relevant benefits, risks and costs in clear language.
Explore Investment Advice >
Build a practical, long-term plan for growing, managing and protecting your wealth. Depending on your circumstances, your strategy may consider cash flow, investments, superannuation, debt management and appropriate protection measures.
Explore Wealth Creation >
Understand whether a self-managed super fund may be appropriate for your circumstances and what is involved in managing one. Advice may consider establishment, contributions, pensions, investments, insurance and retirement planning. Specialist legal, accounting and taxation advice may also be required.
Explore SMSF Advice >
Protect your income, family and financial plans against unexpected events. We can review your current arrangements and help you consider life insurance, total and permanent disability insurance, trauma insurance and income protection, depending on your needs.
Explore Personal Insurance >
Identify important estate planning considerations as part of your broader financial strategy. Where required, we can work alongside your solicitor or another appropriately qualified legal professional to help coordinate your financial and estate planning arrangements.
Explore Estate Planning >
Understand the financial considerations involved when you or someone close to you needs aged care. We can help you consider accommodation choices, cash flow, assets, income, government entitlements and estate planning implications as part of an appropriate financial strategy.
Explore Aged Care Advice >
Retirement involves some of the most important financial decisions you will make. Preparing early can help you understand your options, identify potential gaps and approach retirement with greater clarity.
Our Mt Gravatt financial advisers can help you consider:
The right strategy will depend on your personal circumstances, financial resources, priorities and time frame. We take the time to understand these factors before developing our recommendations.
Financial priorities change as life changes. Our Mt Gravatt team works with people at different stages of life to help them understand their choices and make informed financial decisions.
Develop a plan for managing cash flow, addressing debt, protecting your income and building long-term financial security.
Understand your superannuation, retirement income options and the financial steps you may need to take before leaving work.
Review your retirement income, investments, government entitlements and longer-term financial arrangements.
Bring your superannuation, investments, insurance, cash flow and long-term objectives together in a coordinated financial strategy.
Plan for your personal and business financial objectives, including wealth creation, protection, succession and retirement.
Understand the financial considerations that may arise when you or a family member needs residential or home-based aged care.
Our Mt Gravatt team brings extensive financial services experience and a practical, personal approach to financial advice.
We take the time to understand what matters to you, explain your options clearly and help you make informed decisions about your financial future.
Senior Financial Adviser
Years of Experience: 25 years
Ken works with individuals and families across a range of financial planning needs, with a particular focus on helping clients develop clear strategies for retirement and long-term financial security.
Ken’s approach is centred on understanding each client’s circumstances, explaining the available options in straightforward language and building financial strategies that can evolve as life changes.
Senior Financial Adviser
Years of experience: 22 years
Mike works with individuals, families and business owners to help them build, manage and protect their wealth over the long term.
Mike provides advice across areas including retirement planning, superannuation, investment strategies and personal protection, subject to each client’s needs and the agreed scope of advice.
Senior Financial Adviser
Years of experience: 14 Years
RetireInvest South East QLD has helped clients across South East Queensland make informed financial decisions for more than two decades.
Our Mt Gravatt advisers work with individuals, families, retirees and business owners from across Brisbane’s southside and beyond.
We do not believe in a one-size-fits-all approach. We take the time to understand your circumstances, objectives and priorities before developing our advice.
Financial decisions can be complex. We explain your options, important considerations, costs and recommendations in clear, accessible language.
Our team provides advice across retirement planning, superannuation, investments, wealth creation, personal insurance, SMSFs and aged care, subject to adviser authorizations.
Your circumstances and priorities may change over time. Where ongoing advice is appropriate, we can review your strategy and help you make informed adjustments.
Our network of offices across South East Queensland provides access to a broader team with diverse financial planning experience and knowledge.
Our Mt Gravatt office provides financial advice to clients from
Mt Gravatt
Mt Gravatt East
Upper Mount Gravatt
Holland Park
Holland Park Wes
Wishart
Mansfield
Macgregor
Nathan
Tarragindi
Carindale
Brisbane Southside Communities
You do not need to live in Mt Gravatt to meet with our team. Subject to availability, appointments may also be offered by telephone or video conference.
STEP 1
We begin by discussing your situation, what is important to you and the areas in which you may need assistance. The initial conversation allows us to understand your objectives and explain how our financial advice process works.
STEP 2
We gather the relevant information needed to understand your financial position, priorities, existing arrangements and future objectives. The information required will depend on the areas of advice being considered.
STEP 3
We research your circumstances and develop recommendations tailored to your needs, objectives and agreed scope. We explain the recommendations, important considerations, benefits, risks, costs and next steps in clear language.
STEP 4
If you accept the recommendations, we can assist with implementing the agreed strategy. Where ongoing advice is appropriate, we can regularly review your strategy and help you respond to changes in your circumstances, priorities or relevant rules.
A financial adviser can help you understand your current financial position, clarify your objectives and develop recommendations for working towards those objectives. Depending on your circumstances and the agreed scope of advice, this may include retirement planning, superannuation, investments, wealth creation, personal insurance, self-managed super funds, aged care and other financial planning matters. The services available will depend on your needs and the areas in which the relevant adviser is authorised to provide advice.
We offer a complimentary initial meeting to help us understand what you would like to achieve and determine whether our team may be able to assist. During the meeting, we will discuss your objectives, explain our advice process and outline the next steps. Any applicable advice fees will be explained before you agree to proceed. The initial meeting is exploratory and may not include personal financial product advice.
It can be helpful to bring or have access to information about your superannuation accounts, investments, personal insurance policies, income and regular expenses, home loan and other debts, assets and liabilities, existing financial plan, retirement objectives, relevant Centrelink correspondence and estate planning documents. Do not worry if you do not have everything available. Our team can explain what information may be required after your initial conversation.
Yes. Our Mt Gravatt financial advisers can help you consider when you may be ready to retire and how your superannuation, investments, cash flow and other financial resources could support your preferred lifestyle. Depending on your circumstances, retirement advice may consider contribution strategies, retirement income options, investment risk, government entitlements, personal insurance, estate planning and future aged care needs.
Yes. Where superannuation is included in the agreed scope of advice, an adviser can review your current arrangements and consider investment options, fees and costs, contributions, insurance arrangements, fund features and retirement objectives. Changing superannuation funds may affect fees, insurance and other benefits, so these considerations should be assessed carefully.
Our team can provide advice concerning self-managed super funds where this falls within the adviser’s authorisations and the agreed scope of advice. Advice may include considering whether an SMSF is appropriate and addressing investments, contributions, pensions, insurance and retirement planning. Legal, accounting and taxation advice may need to be provided by appropriately qualified specialists.
The cost of financial advice depends on your circumstances, the complexity of the work and the scope of advice required. Before proceeding, we will explain the services to be provided and the applicable fees. You will have an opportunity to ask questions and decide whether you would like to continue.
Yes. Our Financial Advisers assist clients from across Brisbane and other South East Queensland communities, as well as those who live remotely or interstate. Subject to availability, meetings may be held at our Mt Gravatt office, by telephone or by video conference.
Our Mt Gravatt office is located at 1470 Logan Road, Mt Gravatt QLD 4122. Please contact our team if you would like current parking, accessibility or building-entry instructions before your appointment.
Parking is available at the rear of the building. A link to a map is provided in our appointment confirmation email that shows exactly how to access the parking.
RetireInvest South East QLD
1470 Logan Road
Mt Gravatt QLD 4122
Get Directions >
07 3343 7611
Monday to Friday
9:00am to 5:00pm
Other appointment times may be available by arrangement.