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Building your wealth and protecting your family

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Thinking of retiring

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Retired from full time work

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Running a business

If you are looking for a financial planner who cares about your goals and aspirations; supports you with professional, reliable advice and is always there to take the stress out of financial decisions – RI ADVICE IS RIGHT FOR YOU

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LATEST NEWS

Male bonding: it’s good for mental health

Generally speaking, Men are known for bottling things up. On average, one in eight men will experience depression and one in five men will experience anxiety at some stage of their lives. When you’re feeling down, taking action to call in extra support is the responsible thing to do.

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Managing the cost of insurance

Cost is a common reason people cite for not having adequate life insurance cover or for cancelling their insurance policies. But you can manage your insurance premiums to ensure you and your loved ones are sufficiently covered.

read more

OUR COMMUNITY

What Our Clients Say

Every client has a unique story and as a business we enjoy being able to make a meaningful difference to our clients financial future, here are some examples

 “It’s their broad holistic approach that set them apart from the others”

– Robert and Brenda

“We found that the whole team has been very supportive, very efficient, very helpful and they seem to get results.” 

– Jill

 “Their uncomplicated way of doing business, I like that.”

– Mal

“In response to Ken Wicks winning Proprietor of the Year and Rise Wealth QLD winning Platinum Award 2017 “Congratulations to all concerned. It’s good to know we are being looked after by a recognised team of professionals.” 

– Greg McGrath

 “Ken, we wanted to say a big thanks to you and Tara for coming to lunch for our recent review meeting. We really appreciate the wonderful service we receive, it makes us feel very special. Also a sincere congratulations on receiving the illustrious Platinum award, no doubt in our minds that it was well deserved.”

– Robert and Debbie McLaren

 “In response to Ken Wicks winning Proprietor of the Year and Rise Wealth QLD winning Platinum Award for 2017 “We know you guys are the best. Taken a while for the others to realise. Well done!””

– John and Lyn Griffiths

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We know it can be difficult to find a financial planner you trust, which is why we are proud that our clients recommend us so highly!

Check out our Client testimonials page by clicking HERE to see what some of our existing clients have to say!

 

ADVISORY

The Sunshine Coast Caloundra Region is experiencing an unscheduled and widespread servicing disruption to the phone and internet lines. Our Caloundra office has diverted their phones to the Mt Gravatt office until this issue has been rectified. We thank you for your patience until this issue is resolved.