Money Over 50 Financial Advisers, located in West End, Queensland, is a financial planning firm dedicated to helping clients retire with financial comfort. Their approach involves determining the required retirement funds and then developing a plan by working backward from the retirement date. The team is genuinely committed to assisting individuals in achieving their retirement goals. Their role is to help clients maximize their retirement by ensuring they have sufficient funds to retire comfortably while maintaining their desired lifestyle. Money Over 50 Financial Advisers is focused on supporting individuals over 50 in staying confident about their retirement plans. The firm provides an initial consultation with experienced financial advisers, available in person, over the phone, or via video conference. During this session, they address questions and inform clients about the preparations for the most effective first meeting. Money Over 50 Financial Advisers has successfully orchestrated assets and income into a harmonious ensemble for their clients. Serving clients in Townsville, Ingham, Cairns, Hughenden, South East Queensland, and even some in New South Wales, they have successfully guided hundreds of people in their 50s towards a confident, self-funded, and tax-free retirement.
UNIQUE FACTS:
• Initial Consultation Available.
• Online Appointments.
• On-site Services.
3 Best Financial Services in Townsville, QLD
Expert recommended Top 3 Financial Services in Townsville, Queensland. All of our financial services actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
MONEY OVER 50 FINANCIAL ADVISERS REVIEWS
Clever, passionate and kind people providing financial advice tailored towards those in the last 10-15 years of their working lives. Highly recommend. Check out their free podcast (also called Money Over 50) and the blogs on their website. Highly recommend this service to anyone wanting long-term financial advice or a one-off meeting. If you can find the best strategy to build your wealth, why wouldn’t you? The MO50 team has decades of experience between them. You can’t go wrong.
A welcoming coffee creates a hapy family atmosphere where professional financial advise and strategies are given in a manner that is easy to understand. I have been retired for two years now and past and present strategies are giving me a comfortable living with a bright future ahead. I highly recommend Dallas, Michael and Kylie.
These guys are amazing. We have been doing business with them for a few years now and could not be happier with their service and knowledge.
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Wealth & Retirement Solutions Pty. Ltd., a prominent financial advisory firm in Townsville, has over 21 years of experience serving individual and corporate clients. Specializing in investment, superannuation strategies, and retirement planning, the firm is led by financial planners and directors Warren Hohn and Ross Caruso, alongside financial planners Levi Hohn and Leon La Rosa. The team at WRS assists clients in taking control of their finances, safeguarding their income, and growing their wealth to enable them to choose when and how they retire. With 35 years of experience, Warren Hohn focuses on helping clients achieve financial goals, including wealth creation and management through financial coaching, investment advice, superannuation accumulation, and retirement income stream strategies. Ross Caruso manages WRS's investment portfolios, holding a degree in Business and various financial planning certifications. WRS specializes in guiding individuals toward financial freedom, serving as trusted financial advisors dedicated to providing priority service. The firm offers strategic advice, collaborating closely with tax advisers and solicitors to ensure optimal client outcomes. Their primary commitment is to their clients, and as financial planners, they have confidence in their ability to grow and protect financial investments. Wealth & Retirement Solutions Pty. Ltd. has offices in Brisbane and Townsville.
UNIQUE FACTS:
• Individual And Corporate Clients.
• Providing Investment Solutions For Investors With $500,000+ In Investable Assets.
• Effective Investment Management Techniques.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
WEALTH & RETIREMENT SOLUTIONS PTY. LTD. REVIEWS
Thankyou to Warren and the team for your professionalism and your eye for detail. We were extremely impressed with the way your advice and understanding of our needs and goals were met. The moment we made the first step in contacting the team, we felt at ease and relaxed, every aspect of our meetings were explained very clearly. We appreciate all of the help and kindness you have given to us throughout our journey so far and it will be our pleasure to recommend your services to our family and friends.
Warren & the Team at WRS Solutions are always very professional and extremely easy to deal with. Definitely recommend them to anyone who wants to be served by a Honest, Trustworthy and Reliable Team. Customer service skills are exceptional.
Warren and the team at WRS Townsville provide exceptional service and advice. Their knowledge of the ever changing finance world is second to none and they continue to help me to achieve my financial goals. I highly recommend them.
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AFS Financial Services, established in 1988, is a privately owned boutique firm dedicated to delivering high-quality financial advice to its clients. The company's mission revolves around developing tailored strategies and solutions to help clients achieve their financial goals and objectives. With a combined experience of over 60 years in financial services, the advisers at AFS Financial Services have access to top-quality research and products, ensuring that clients receive advice tailored to their specific needs. A team-based approach is adopted to assess each client's circumstances, aiming to secure the best outcome through the team's collective experience. AFS Financial Services takes pride in its diligent work ethic, leveraging skills and knowledge to achieve optimal results for each client. The team is committed to providing professional advice and service, emphasizing the importance of a strong and friendly relationship with each client. Dedicated and caring individuals constitute the AFS Financial Services team, instilling confidence in their advice and fostering conviction when collaborating with clients.
UNIQUE FACTS:
• Professional & Friendly Relationship With Each Client.
Specialty:
Contact:
Working Hours:
Fri: 8:30am - 4pm
Sat & Sun: Closed
TBR® Inspection Report:
AFS FINANCIAL SERVICES REVIEWS
I certainly have no hesitation in recommending, invaluable in looking after my finanical future for many years. Always outstanding and friendly service from them, no problem is ever too great and they always go over and above to assist me.
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