Retirement advice specialist

Retirement and financial advice for the Moreton Bay region

A local practice working with pre-retirees, retirees and families caring for aged parents. Meet us in person, by phone or by video call.

Enquire now Call us

Open Mon to Fri, 9am – 5pm

Financial advice from planning retirement to aged care

We help with the money questions that come up before you stop work, once you have retired, and when a parent needs care. These are the areas we advise on.

Retirement and super

Planning when and how you retire, the lifestyle you want, the income you will live on, and your superannuation, including setting up and managing a self-managed super fund.

Aged care

Guidance on home care packages and residential care, aged care fees and accommodation payments, and advice on selling the family home.

Wealth and cash flow

A review of where you stand now, cash flow management, debt consolidation and building wealth through shares and investments.

Insurance

Life, TPD, trauma and income protection insurance.

Estate and business

Estate planning, business asset management, and business protection and succession planning.

Centrelink and redundancy

Government assistance and Centrelink advice, Centrelink and DVA entitlements for retirees, and redundancy advice.

Every service, by topic

Retirement and super

Retirement planning
Retirement lifestyle planning
Retirement income planning
Superannuation advice
Self-managed super fund setup and management

Aged care

Aged care advice
Home care package and residential care guidance
Aged care fees and accommodation payment advice
Advice on selling the family home for aged care

Wealth and cash flow

Review of your current financial position
Cash flow management
Debt consolidation
Wealth building and investment selection
Borrowing to invest strategies
Shares and investments

Insurance

Life insurance
TPD insurance
Trauma insurance
Income protection insurance

Estate and business

Estate planning
Business asset management
Business protection and succession planning

Centrelink and work changes

Government assistance and Centrelink advice
Help for retirees with Centrelink and DVA entitlements
Redundancy advice

A closer look at some of our advice

Selling the family home for aged care

Advice on whether and when to sell the family home when a move into aged care is planned.

Self-managed super funds

Setting up a self-managed super fund and managing it over the years.

Centrelink and DVA entitlements

We help retirees get the Centrelink and DVA entitlements available to them.

Redundancy advice

Advice for when a redundancy changes your working life and your plans.

Business protection and succession

Protecting your business and planning for who takes over when you step back.

Borrowing to invest

Borrowing to invest strategies, looked at against your wider financial position.

The information on this website is general only. It does not take into account your objectives, financial situation or needs, so please speak with an adviser before acting on it.

Working with pre-retirees, retirees and their families

Most people we help are getting ready to retire, are already retired, or are looking after an ageing parent. We work with people in these Moreton Bay areas:

Caboolture
Bribie Island
Morayfield
Burpengary
Nearby Moreton Bay areas

Getting ready to retire

Retirement planning, retirement lifestyle and income planning, superannuation advice, a review of your current financial position and, if it applies, redundancy advice.

Already retired

Retirement income planning, shares and investments, estate planning, and help with Centrelink and DVA entitlements.

Caring for an aged parent

Aged care advice, home care package and residential care guidance, aged care fees and accommodation payment advice, and advice on selling the family home for aged care.

We provide advice to Australian residents only.

In personAt our office at 19 Hasking Street

By phoneIf getting in is not easy

By video callFrom your own home

A local practice where you know your adviser

RI Advice Moreton was established in 2019 and works as a local retirement advice specialist. We focus on long-term relationships, so you deal with an adviser who knows you and your plans.

The practice is a corporate authorised representative of RI Advice Group. We also have a link with Probus, the social club for retirees.

Authorised representative number and Financial Services Guide: [TO CONFIRM]