Financial Planner

Achieving Your Dream Retirement through Financial Planning

You've worked too hard
to leave your retirement to chance.

Retirement is on the horizon, but you aren’t sure if you have enough money to afford the retirement you have imagined for all these years.

At RetireInvest Chermside, we provide retirement planning advice that helps you be financially prepared for life after work.

Less worry. Less stress. Less confusion.

We make the complex simple to help you make informed decisions about your future.

How can we help?

Plan for a financially secure retirement, so you can enjoy life after work the way you want.
We will help you take advantage of super and structure your assets to minimise tax and maximise government entitlements.

Your Trusted Financial Planners

When it comes to planning for your future, especially your retirement, you want to place your trust in the hands of experts who genuinely care about your financial well-being. At RetireInvest Chermside, we don’t just offer financial advice; we offer peace of mind. Our team of dedicated financial experts are committed to guiding you through the complexities of financial planning, ensuring you are well-prepared for a secure and fulfilling retirement.

We Provide Quality Retirement Financial Planning Solutions

Retirement planning is not a one-size-fits-all process. At RetireInvest Chermside, we understand that everyone has unique financial goals and circumstances. That’s why we offer tailored retirement planning solutions designed to meet your specific needs. Whether you’re still a few years away from retirement or you’re already enjoying your golden years, we have the expertise to help you make the most of your assets, minimise your tax liabilities and maximise your government entitlements.

Our Team Helps You Plan For A Financially Secure Retirement

Navigating the world of superannuation, tax, and government entitlements can be overwhelming. That’s where our team comes in. With over three decades of experience in the financial planning industry, we have the knowledge and skills to help you make informed decisions about your future.

Our team is committed to taking the time to get to know you and:

Understanding Your Financial Situation: We conduct a thorough analysis of your current financial status, including assets, liabilities and income streams, to provide you with the most accurate and personalised advice.
Developing a Unique Retirement Plan Aligned with Your Goals: We don’t believe in one-size-fits-all solutions. Your retirement plan should be customised to meet your specific financial objectives and lifestyle aspirations.
Providing Ongoing Financial Reviews: Life is unpredictable, and financial plans may need adjustments. We offer regular reviews to ensure your retirement plan stays aligned with your changing circumstances.
Transparent Communication: We believe in keeping you informed every step of the way. Our team is always available to answer your questions and provide updates on your financial position.

With RetireInvest Chermside, you can look forward to a retirement that is less about worry and stress and more about enjoying life to the fullest.

We Stand Behind Our 30 Years Of Experience

Experience matters, especially when it comes to something as important as your financial future. Michael Iacovella, our leading financial planner, has been in the financial services industry since 1989. His wealth of knowledge, coupled with a dedicated team, ensures you receive a high level of service and advice. We pride ourselves on our ability to make complex financial matters simple, allowing you to make informed decisions with confidence. When you choose RetireInvest Chermside, you’re choosing a team that stands behind its 30 years of helping clients plan for a secure retirement.

Why Choose Retireinvest Chermside?

The decision to choose a financial planner is a significant one, and it’s crucial to select a team you can trust. So, why choose us?

First: We listen. We take the time to understand your concerns, goals and financial situation. Our clients have expressed their utmost faith in our services and we strive to maintain that trust.
Second: We offer a complimentary meet and greet appointment, where we get a better understanding of your financial position, so that we can then discuss each of the services available, to help you create your unique retirement plan.
Third: Our commitment to your financial well-being extends beyond just planning; we’re here to set you up so you can retire confidently, knowing your money will last the distance.

Over 30 Years Financial Planning Experience

Michael Iacovella

I know planning for retirement can be overwhelming and daunting. The complicated rules around super, tax and the Age Pension doesn’t make it any easier.

I’ve worked in the financial services industry since 1989, and have the experience and qualifications to help my clients plan for a secure and fulfilling retirement. A retirement where you don’t have to worry about every dollar you spend.

We’re a small, dedicated team that is focused on giving our clients the attention they deserve in a friendly and relaxed environment.

Kind words from our clients

Both Robin and I (Estelle) have full confidence in Michael's knowledge, advice and help since 2008. Michael has always been available if and when we needed advice about anything that might come up between reviews and he is always approachable, and have no desire or need to change these arrangements.

Right from the start Micheal has always listened to our concerns. Advised us of all the possibilities both the pro and cons of the investments. Michael is available to talk to us on the phone and if not he will contact as soon as possible. We have even contacted him when on holidays in the Northern Territory to arrange paperwork for us. This was sent within a few days of our request. Both George (husband) and I are very happy with the way Michael handles our financial affairs.

We were fortunate to have Michael recommended to us as we had no knowledge of investments or retirement options and he greatly helped us to achieve this and to enable us to live a good retirement with the knowledge our funds were being managed proficiently and trustfully.

We find Michael a very trustful and honest person and we have our utmost faith in him. We have been been with Michael for 6 years now and as very careful and modest investors we have found him very professional at all times and would have no hesitation in recommending him to our friends and family. It is very difficult to find someone you can trust and connect with, but with Michael we have hit the jackpot.

Michael has a wealth of knowledge in his field and has always offered advice in a timely and professional manner. He has excellent communication skills and goes the extra mile to assist us in our financial needs. We have used Michael as our advisor for over 8 years and we are very happy with his advice in the past & will continue to use him and also recommend him to others in the future.

I am very happy with the service provided by Michael Iacovella. I have been a client of Michael's since 2011 and have found him to be extremely helpful and trustworthy. He is experienced and knowledgeable and I feel confident of receiving the best advice for my financial needs from him. I have happily recommended Michael's services to family members and friends knowing he would provide them with the same high level of care, service and expertise.

Contact us

Contact our Chermside office to arrange a free
60-minute introductory appointment

Create a plan

We get a clear understanding of your financial position and create your unique retirement plan.

Retire confidently

Feel confident that you can live a comfortable retirement and that your money will last the distance.

Insights

View our latest newsletter and register to receive the latest financial and lifestyle articles.

Financial Planner

Achieving Your Dream Retirement through Financial Planning

You've worked too hard
to leave your retirement to chance.

Less worry. Less stress. Less confusion.