Business Details
Your Trusted Financial Partner for Wealth and Retirement Planning
At Rise Wealth QLD, we specialise in providing tailored financial advice to help clients achieve long-term security and prosperity. With a focus on strategic planning and client-centric solutions, our team of experienced advisers works closely with individuals and businesses across Brisbane and the Sunshine Coast. We offer comprehensive services including wealth growth strategies, debt management, insurance planning, and retirement solutions designed to meet unique financial goals. Our approach combines technical expertise with a deep understanding of personal circumstances, ensuring clients receive practical advice that aligns with their aspirations.We prioritise ongoing support through regular reviews and updates, adapting strategies to changing life circumstances and market conditions. Recognised for excellence through industry awards, including the 2017 Platinum Award, we maintain strong partnerships with professional networks to deliver holistic financial solutions. Our commitment to transparency and ethical practices ensures clients can trust our recommendations, while our community-focused approach means we genuinely care about making a meaningful difference to our clients' financial futures.
Services
Wealth Growth Strategies
Debt Management
Insurance Planning
Retirement Solutions
Estate Planning
Business Financial Advice
Aged Care Planning
Superannuation Management
SMSF Administration
Ongoing Financial Support
Highlights and features
- We offer over 20 years of combined experience in financial advisory services
- Our team holds advanced certifications in financial planning and wealth management
- We provide location-specific strategies for Brisbane and Sunshine Coast residents
- Our client-centric approach prioritises personal financial goals over generic solutions
- We maintain ongoing partnerships with industry professionals for comprehensive support
Associations and certifications
- RI Advice Group, ABN 23 001 774 125 AFSL 238429
What people say
Strategic planning and advice was very good
Supportive and efficient team
Recognised team of professionals
Cheerful and patient service
Helped through stressful periods
Services
Wealth Growth Strategies
Our wealth growth strategies combine disciplined investment approaches with personalised financial roadmaps. We help clients build long-term financial security through tailored portfolio management and market analysis. Our team focuses on aligning investment choices with individual risk profiles and life goals while maintaining tax efficiency.
Retirement Planning
Specialised retirement planning services address both pre-retirement preparation and post-retirement management. We help clients navigate complex pension rules, optimise superannuation benefits, and create sustainable income streams. Our approach considers lifestyle aspirations and longevity factors to ensure financial security throughout retirement.
Insurance Planning
Comprehensive insurance solutions protect against life's uncertainties through tailored coverage strategies. We assess individual needs to recommend appropriate life, disability, and income protection policies. Our service includes ongoing policy reviews to ensure continued relevance as circumstances change.
Self-Managed Super Funds
Expert guidance for establishing and managing self-managed super funds. We provide compliance support, investment strategy development, and trustee education. Our service includes coordination with accountants and legal professionals to ensure proper fund administration and regulatory compliance.
Estate Planning
Estate planning services ensure efficient transfer of assets to beneficiaries while minimising tax implications. We help clients create comprehensive succession plans using wills, trusts, and superannuation arrangements. Our approach considers both legal requirements and family-specific circumstances.
People
Ken Wicks
Director & Financial Adviser
With extensive industry experience, Ken leads our advisory team in delivering comprehensive financial solutions. Recognised as Proprietor of the Year, he specialises in retirement planning and wealth management strategies tailored to individual client needs.
Louise Doughty
Financial Adviser
Louise provides expert financial guidance with a focus on family financial planning and investment strategies. Her approach combines technical expertise with a deep understanding of clients' personal circumstances and long-term objectives.
Michael Iacovella
Director & Financial Adviser
Michael brings significant experience in business financial solutions and succession planning. He specialises in creating tailored strategies for small business owners to protect and grow their enterprises while planning for future transitions.
Abbi Hanna
Financial Adviser
Abbi focuses on helping clients achieve financial security through comprehensive planning. Her expertise includes superannuation management and retirement income strategies, with a commitment to clear communication and client education.
Peter Saunders
Director & Business Manager
Peter oversees business operations while maintaining client advisory responsibilities. His dual role ensures efficient service delivery while providing strategic financial guidance to business clients across multiple locations.
Questions
What areas do you service?
We provide financial advice across Brisbane, Sunshine Coast, and surrounding regions including Chermside, Mt Gravatt, Bribie Island, Caboolture, and Caloundra.
Do you offer free initial consultations?
Yes, we provide complimentary initial meetings to discuss your financial goals and determine how we can help you achieve them effectively.
What qualifications do your advisers hold?
Our team includes certified financial planners with advanced qualifications and ongoing professional development in various financial planning specialisations.
How often do you review financial plans?
We recommend regular reviews at least annually, with additional check-ins as needed for significant life changes or market developments.
Can you help with government benefit planning?
Yes, we specialise in CentreLink entitlements and aged care planning to help clients maximise government support while maintaining financial security.
What makes you different from other advisers?
Our client-first approach combines technical expertise with genuine care for clients' financial futures, supported by industry recognition and local market knowledge.
