50Plus is a financial planning business which services the needs of clients living in;

• Regional Victoria
• Melbourne
• Queensland

The 50Plus business is characterised as having a relatively small number of clients who have retired, or may be approaching retirement.

Unlike many of our competitors, we are not a transactional based business (businesses which need to "sell" you a product in order to earn a fee or commission). Instead, our business model is focused on providing you with the most appropriate advice through a highly transparent planning process, involving well researched strategies and proactive communication with our clients.

Our investment recommendations will generally involve directly held investments. This reflects our view that managed funds tend to limit investment choice, have limited flexibility and lack the high level of transparency we are seeking for our clients.

Over the years, we have experienced significant growth. This growth has primarily come from the support of our existing clients - through the regular referrals we receive from them. This level of support is testament to the hard work which has gone into developing a financial planning model founded on the delivery of a highly professional service, delivering well researched strategies, in a manner the client is likely to understand and at a cost that is considered by our clients to represent good value.

The team at 50Plus have been working together for over ten years and offer a complete financial planning service for investors who are approaching retirement, or have retired.

To learn more about 50Plus, please click here.