RetireInvest South East Qld

What RetireInvest South East Qld does

RetireInvest South East Qld is an Australian private, for-profit financial advisory firm headquartered in Brisbane, founded in 1993. It provides retirement planning, wealth management, and financial advisory services to clients in the Southeast Queensland region, operating under the alternative trading name 'Rise Qld'. The firm operates with a headcount of 11-50 employees, consistent with a small-to-mid-sized regional advisory practice.

The firm's business model is typical of an Australian boutique financial advisory: fee- or commission-based revenue generated through retirement planning, wealth management, and broader financial advisory engagements for individual and potentially small-business clients within a defined geographic market (Southeast Queensland). It does not disclose pricing models, publicly listed pricing, or AUM figures in the available source material, and the corporate website (riseqld.com.au) was not retrievable beyond a loading/verification screen at the time of data collection.

There is no information on funding history, ownership structure, management team, subsidiaries, partnerships, certifications, regulatory actions, M&A activity, or product launches in the supplied source material. The absence of these signals limits any deeper diligence; the firm should be treated as a data-thin target where primary verification (AUM, adviser count, client roster, regulatory licences) is required before any investment or M&A assessment.

Name

RetireInvest South East Qld

Website

https://riseqld.com.au

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

11–50 employees

Short description

RetireInvest South East Qld is a Brisbane-based, private financial advisory firm founded in 1993 offering retirement planning, wealth management, and financial advisory services to clients in Southeast Queensland, operating under the DBA 'Rise Qld'.

Ownership category

akta.pro rank

Product category

Financial Advisory and Retirement Planning Services

NAICS

Pension Funds (52511)

SIC

Investment Advice (6282)

akta.pro primary industry

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)

akta.pro secondary industries

Retirement Income Planning & Decumulation Advisory (FSAEABAD), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

Keywords

• Retirement planning
• Wealth management
• Financial advisory
• Investment advisory
• Retirement income

Headquarters

HQ city

Brisbane

HQ country

Australia

HQ region

Oceania

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

RetireInvest South East Qld (doing business as Rise Qld) is a privately held Australian financial advisory firm founded in 1993 that delivers retirement planning, wealth management, and financial advisory services to individuals in the Southeast Queensland region. The firm operates from Brisbane and serves the local pre-retiree and retiree population with personalised retirement and investment advice.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning Advisory service helping individuals prepare financially for retirement, including income planning, transition-to-retirement strategies, and retirement lifestyle funding. Targeted at pre-retirees and retirees in Southeast Queensland.
• Wealth Management Ongoing management of client wealth through investment advice, asset allocation, and portfolio oversight. Targeted at individuals seeking long-term wealth accumulation and preservation in Southeast Queensland.
• Financial Advisory Personal financial advice covering investment, superannuation, and retirement income decisions for individual consumers in the Southeast Queensland region.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Broad incumbents

• BT Financial Group (Westpac): BT Financial Group is Westpac's wealth division, providing superannuation, retirement, and financial planning services. As a major bank-owned wealth brand, it competes broadly with RetireInvest in retirement and wealth advisory.
• IOOF Holdings (now Insignia Financial): Insignia Financial (formerly IOOF) is a major Australian wealth and retirement platform operator providing advised and platform-based superannuation, pensions, and investment solutions, overlapping with RetireInvest's core retirement and wealth advisory focus.
• MLC (Insignia Financial wealth division): MLC is a long-established Australian wealth and superannuation brand offering advised retirement and investment solutions, serving as a large incumbent competitor in the same retirement advice category.
• AMP Financial Planning: AMP is one of Australia's largest wealth managers, with a Financial Planning division providing retirement and wealth advice through a national adviser network. It competes broadly with RetireInvest but at much larger scale.

Direct peers

• Shadforth Financial Group: Shadforth is an Australian financial advice and wealth management firm focused on retirement planning, superannuation, and investment advice for retail clients, making it a close mid-sized peer in retirement-led advice.
• Hillross Financial Services: Hillross is an Australian financial advisory network offering retirement, superannuation, and wealth planning advice through affiliated advisers nationwide, directly competing with RetireInvest in the retail retirement advice segment.
• Shaw and Partners: Shaw and Partners is an Australian wealth management and advisory firm providing financial planning, retirement, and investment advice through advisers across the country, with comparable offerings to RetireInvest.
• Morgans Financial: Morgans is a Queensland-based Australian wealth advisory and stockbroking firm with strong regional presence in Southeast Queensland, offering financial planning, retirement, and investment advice directly comparable to RetireInvest South East Qld.
• RetireInvest (national brand / other franchisees): RetireInvest is the national financial advisory network under which RetireInvest South East Qld operates. Other franchisees and branches deliver the same retirement-planning and wealth-advisory model, making them the most directly comparable peer.

Emerging players

• Zuper / Superannuation comparison platforms (e.g., SuperRatings): Research and comparison platforms such as SuperRatings serve the same superannuation and retirement decision-making audience RetireInvest targets, representing an emerging digital alternative to traditional advised retirement planning.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

• Facebookfacebook.com/riseqld
• LinkedInlinkedin.com/company/retireinvest-south-east-qld

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about RetireInvest South East Qld