About us

We help you make the most of your finances, whatever stage of life you’re in.

We do this by considering your circumstances, helping you to set goals, and developing a financial plan to get you there. We can even do the leg work for you, giving you have more time to enjoy life.

At RI Wide Bay, we have the expertise, the experience and the resources to help you get wealth, grow it and keep it safe. Just as importantly, we can help you enjoy it. Because real wealth is about making the most of what you’ve got whatever stage of life you’re in.

We know financial advice is as much about lifestyle and relationships, as money – that’s why we pride ourselves on long-term, holistic advice, with our clients calling on us for financial advice time and time again as their circumstances change over the years.

Since we opened in 1996, RI Wide Bay have become one of Queensland’s leading providers of financial advice.

OUR TEAM

WHY US

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Feeling financially secure at this time of life is worth so much more than just dollars alone. We trusted our advisers and they never let us down. We wouldn’t be where we are today without them ‘having our back’

We have been able to retire early due to the excellent advice we were given and are totally confident that all aspects of our portfolio are well looked after

The attention to detail and explanation of my financial situation has always been of the highest standard

The knowledge and professionalism is high and applied in a really warm friendly manner. Always available when we wish to talk to them, always well prepared when we arrive. Always interested and taking notes of what our changing needs and aspirations are. Always ready to explain and advise us on the present market and its likely effects on our situation. Always ready and able to find solutions to our needs

This site is designed for Australian residents only. Nothing on this website is an offer or a solicitation of an offer to acquire any products or services, by any person or entity outside of Australia.

The information provided is general advice only. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs.

Retire Invest - Wide Bay is a Corporate Authorised Representative of RI Advice Group Pty Ltd ABN 23 001 774 125 AFSL 238429 an Australian Financial Services Licensee.

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