Retirewell Financial Planning
Retirement, Wealth & Lifestyle PlannersAddress
Level 24141 Queen Street
Brisbane, QLD 4000
Contact Details
 Tel: | (07) 3221 1122 |
 Fax: | (07) 3221 3322 |
 Website: | www.retirewell.com.au |
Products & Services
- Investment advice
- Ongoing portfolio review service
- Retirement and taxation planning
- Superannuation and roll-overs
- Self-managed super funds
Business Information
Retirewell is a boutique financial planning firm based in Brisbane City with a diverse client base of retirees, executives, professionals, small business owners and "wealth accumulators". Client portfolios range in size from $50,000 to $5 million.
Personal ongoing service is provided by the two directors, all of whom hold the profession's highest designation - Certified Financial Planner - and who have more than 45 years of combined experience in providing financial advice. One of the principals, Alan Baker, holds a Master of Commerce (Financial Planning) degree with Distinction.
As the firm is not owned by a bank, insurance company or fund manager and it operates on a fee basis with all up-front brokerage refunded to clients, clients can be completely confident that Retirewell's professional advice is not influenced by any vested interests.
Hours of Operation
| MON | 8:30 | - | 5:00 |
| TUE | 8:30 | - | 5:00 |
| WED | 8:30 | - | 5:00 |
| THU | 8:30 | - | 5:00 |
| FRI | 8:30 | - | 5:00 |
| SAT | Closed | ||
| SUN | Closed | ||
Memberships & Associations
- Financial Planning Association of Australia
Additional Information
| Staff: | 1 - 10 |
| Established: | 1995 |