Plan your retirement today so you can live an enjoyable tomorrow

Written by Shaun Ryan

Kathy Paget spends most of her time looking forward, helping plan other people’s futures.

But every now and then, climbing out from behind the driver’s seat and looking back at the road you’ve travelled is just reward for a career built around hard work and dedication to her clients.

Kathy is the founder and co-owner of RetireInvest Wide Bay.

The company is celebrating its 25th anniversary this year and for a quarter of a century has helped countless people plan for their retirements and live the lives they want to, when downing their tools.

Kathy believes people who follow the advice of their financial adviser and form a relationship with them are better off throughout their lives.

“It is important for people to understand what the next stage of their lives will look like,” she said.
Many clients Kathy speaks to when assessing their finances for the first time are concerned that they have not accumulated enough wealth.

“Our job is to understand what they want to do and achieve for the rest of their lives and help them to plan accordingly. We show them how they can reach their own goals and map their lifestyle. The most important part is knowing what that journey will look like,” explained Kathy.

Kathy said she never thought RetireInvest Wide Bay would grow to the size it is now when it was first launched.

For Kathy, seeing her clients get out there and reap the rewards of their hard work is the best part of her job.

“I knew I always wanted to help people plan their futures and I get a great deal of satisfaction from that.

“Knowing people are able to do the things they want to do because we planned it together is fantastic. It’s so important to be able to have honest conversations with our clients, to keep them accountable, and to show them how today’s decisions will impact tomorrow’s financial outlook.”

Staying motivated is easy for Kathy.

“Our clients are always our number one priority, they’re the reason we do what we do every day. If you look after your clients and your staff, your business will look after itself,” she said.

And if you want to be successful in business, Kathy’s advice is to identify what you are good at, surround yourself with mentors and partners who will be honest with you, engage consultants if needed, and never be afraid to ask for help.

You can reach out to Kathy and the team at RetireInvest Wide Bay at or call 07 4151 4222 (Bundaberg), 07 4124 6222 (Hervey Bay) or 07 4123 1222 (Maryborough).