Money Over 50 Financial Advisers

Money Over 50 Financial Advisers was founded in 2010 and is independently owned and licensed. The firm specialises in helping people over 50 prepare for and transition into retirement, working with clients across Australia. Michael Hogue is a Financial Adviser and Business Owner who holds a Bachelor of Business, a Diploma of Financial Planning, and is a Certified Financial Planner Professional.

Ali Hogue is a Financial Adviser and Business Owner with a Master of Financial Planning, a Graduate Diploma of Financial Planning, and a Bachelor of Commerce (Financial Advice); Ali Hogue is also a Chartered Retirement Planning Counsellor®. Kylie Hatfield is Strategy Implementation & Business Owner and holds a Diploma of Financial Planning. Naomi Smith is Financial Advice and Strategy Paraplanner & Business Owner and joined the firm in 2022. Fern Wong is Client Experience & Administration and joined in 2024. Money Over 50 provides comprehensive financial planning across superannuation, investments, tax and retirement income.

Financial literacy and retirement planning stand out as the themes that come through most strongly in feedback on this Townsville practice. Clients describe advice that is professional, responsible and responsive, with strategies explained in plain language rather than jargon. Several reviewers note the welcoming atmosphere, recalling being greeted warmly and offered coffee during visits. Named team members feature prominently: Dallas is praised for the depth of information he shares in an understandable way, while Michael Hogue and Kylie receive repeated thanks for their support and administrative care.

Reviewers mention being guided from debt and financial disorganisation towards disciplined planning and a sense of security approaching retirement, and one client notes that strategies put in place continue to support a comfortable retirement. Long-standing relationships recur, with one person noting several years of dealings and continued satisfaction with both service and knowledge. The practice's focus on people in the final decade or so of their working lives is highlighted, alongside a podcast and written material that clients find useful. Honest, upfront advice delivered by down-to-earth professionals is a point that comes up often, as is tailoring of plans to individual circumstances and future financial security.