Who we are:
meet the team
Independently owned and licenced, we work from our Townsville base with clients Australia wide to transition them to a confident, self-funded retirement.
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Ali Hogue, CRPC®
Financial Adviser & Business Owner
Master of Financial Planning, Grad Dip Fin Plan, & B.Com (FinAdv)
Chartered Retirement Planning Counsellor®
Ali joined Money Over 50 at the beginning of 2019 and specialises in working with employed clients who want to move from full time to part time work by age 60, and, people who are entering retirement.
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Fern Wong
Strategy Implementation & Administration Assistant
Fern joined Money Over 50 in July 2024. Fern works closely with Kylie -making clients lives easier by handling paperwork on their behalf and assisting clients.
Fern works part-time:
- Monday-Wednesday: 9:30am-2:30pm

Financial Planning Team
Michael and Ali are our Financial Planners. Naomi is our paraplanner who works with Michael and Ali.

Client Experience Team
Kylie and Fern are our client experience team. Together, they manage the implementation of the financial recommendations and help our clients wherever possible.


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