Money Over 50 Financial Advisers

Welcome to Money Over 50 Financial Advisers, the leading institution dedicated to providing financial advice for individuals aged over 50 in Australia. Located in the vibrant West End area, specifically on Ingham Road, our establishment is a point of interest for those seeking expert guidance in finance and retirement planning.

At Money Over 50 Financial Advisers, we follow the unique MO50 Way, a comprehensive approach designed to cater specifically to the needs and goals of individuals aged over 50. Our core principles include serving only those in this age group, orchestrating their assets into a harmonious ensemble, and focusing on tax efficiency to maximize their financial well-being.

Our ultimate aim is to guide our clients through a smooth transition from full-time work to part-time work, ultimately leading them towards a confident and self-funded retirement. We understand the importance of stability during times of uncertainty, and our team of experienced advisers is dedicated to providing unwavering support to our clients throughout their financial journey.

Since our establishment in 2010, we have been committed to helping people in their 50s gain a deeper understanding of wealth growth and retirement planning. Many of our clients approach us with the desire to eliminate their remaining debt, reduce their workload, and ensure a sustainable income from their retirement savings. Our services are specifically tailored to address these needs and provide the most value to individuals in this stage of life.

We take pride in our extensive client base, which spans across various locations including Townsville, Ingham, Cairns, Hughenden, South East Queensland, and even a few in New South Wales. Over the years, we have successfully guided and transitioned hundreds of individuals in their 50s towards a confident, self-funded, and tax-free retirement.

At Money Over 50 Financial Advisers, we are committed to continuous improvement, always striving to be the best in all aspects of our services. Our team of highly skilled and dedicated advisers is equipped with the knowledge and expertise to provide personalized financial advice that aligns with our clients' unique circumstances and aspirations.

Whether you are looking to secure your financial future, reduce your workload, or eliminate debt, we are here to assist you in achieving your goals. Join us on the path to a confident, self-funded retirement by contacting Money Over 50 Financial Advisers today.