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Stephen Lowe

RI Toowoomba Pty Ltd

Bronze
21 Yrs Experience
South Toowoomba, QLD 4350

Let’s face it – the financial system has its complexities and is often difficult to navigate. Positioning ourselves for an optimal financial outcome requires considerable planning and this can be difficult to squeeze into our busy lifestyles. That’s why I do what I do.

My career as a financial adviser commenced in September 2003 and since that time, I have reveled in the opportunity to assist my clients to map-out and maintain their course to financial security. Toowoomba born and bred, I initially owned and operated my own financial advice business in Brisbane before selling and returning to Toowoomba, where I joined RetireInvest in 2014. I hold an advanced diploma in financial services and am currently in the process of completing my graduate diploma.

At RetireInvest, we specialise in steering towards “the golden years,” when we all hope to retire without financial concerns. But planning for this can commence at any age and may have many storms to be avoided along the way. We therefore not only focus on retirement strategies, but also on wealth accumulation and wealth protection strategies.

On a personal level, I enjoy going to the gym, travel, camping, caravanning and the odd round of golf when my wife allows.

I serve within the Toowoomba and surrounding areas, Ipswich and Gold Coast.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Our first consultation is free of charge. Our initial and ongoing fees will be dependent upon complexity of the advice required but will be discussed during our first meeting.

At a glance

  • Adviser status Bronze
  • First year providing advice 2003
  • Years of experience 21
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

RI Toowoomba Pty Ltd

647 Ruthven St
South Toowoomba, QLD 4350
Level 3, 16 East St
Ipswich, QLD 4305
194 Varsity Parade
Varsity Lakes, QLD 4227

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

RetireInvest

AFSL 238429