Financial advisers.

Welcome to Money Over 50 Financial Advisers.

 
At Money Over 50 Financial Advisers we help people over 50 retire with confidence. 

Our approach to financial planning.

We will show you how to minimise the tax you are paying in your final working years to maximise your retirement funds.

Most couples we work with can add an extra half a million dollars to their superannuation balance within the last 10 years of working. We will show you how to do this, to maximise your choices in retirement.

Every single client we work with pays zero tax in retirement. We will work with you to structure everything the right way so that you don't have to either.

What will it cost?

Our initial consultation is $990 including GST. 

Included in the 1 hour initial consultation is:

A high level discussion of:
  • Your retirement goals.
  • What level of retirement savings that you would need to accumulate to be in the position to retire.
  • A calculation of where the level of retirement savings that you are on track for at retirement.
  • Financial strategies that would be suitable in order to maximise your retirement savings.

​In addition to:
  • A question and answer session for any questions you may have.
  • A summary of our our discussions will be provided to you after the meeting.
  • Money back guarantee. If you do not feel you have received value for money, we will refund your fee.

​What's not included in the initial consultation:
Please note that this meeting is a general advice and factual information meeting and not a personal advice meeting. Legislation prohibits us from being able to provide you with personal financial advice during the initial consultation. If you wish to receive personal advice from us, we will discuss this further with you during our meeting and provide a quote for personal advice to you where appropriate. Please check this for further information.

If you do elect to proceed with our services, our fees are 2% of your superannuation balance in the first year and 1% annually after that. Our fees can almost always be met from your superannuation account. There are no hidden extras, ever.
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Let's chat.

If you are over 50 and would like to speak with us about your retirement plan, please call our office on 07 4772 0938.

When you call, you will speak with one of our business owners, Kylie.

Kylie will discuss with you what's required for your initial meeting. She genuinely loves helping people. She will answer any questions you have and let you know what you need to prepare to get the most out of our first meeting. 

If we're not the right fit, Kylie will let you know and discuss other options with you.
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Meet the team.

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Michael Hogue

Podcaster, Financial Adviser and Business Owner

"Hi, I’m Michael Hogue, the founder of Money Over 50.  
 
I’m a financial adviser and specialise in working with clients who are preparing for retirement.   
 
When not at work, you can find me on Magnetic Island enjoying paradise with my family."

Connect with Michael on LinkedIn.
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Dallas Davison

Podcaster, Financial Adviser and Business Owner

"G'day,
 
I’m a financial adviser and business owner at Money Over 50 where I work with people over 50 including those from cattle properties to get ready for retirement.  

Originally from Hughenden, I still visit the region often, enjoying time with my young family."

Connect with Dallas on LinkedIn.
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Ali Hogue

Financial Advice Associate

"After graduating from James Cook University, I am now studying a Master of Financial Planning through Kaplan Professional.

I assist Michael and Dallas to support clients with retirement planning. When not at work, you can find me travelling with my family."

Connect with Ali on LinkedIn.
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Kylie Hatfield

Director of Financial Doing and Business Owner

"Hello and welcome to Money Over 50!

I'm Kylie, one of the business owners in this wonderful organisation. I enjoy working with clients to implement everything they need to retire with confidence.

When not helping clients, I love spending time with my family."

Connect with Kylie on LinkedIn.
 

Helping people over 50 retire with confidence.