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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

Market Wrap – March 2019

Each month we release a Market Wrap that is compiled by our Chief Investment Office (CIO). With various comments on the market each month, please contact your adviser if you have any questions!

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Cashflow: Keeping top tips top of mind

We all like a good cost saving tip, even if it is something we already know, it never hurts to revisit some top tips and take a look at our current situation to see if there are savings to be made.

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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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5 days ago

RI Advice South East Qld

Please check your eggs!!!!❗️Bridgewater Poultry is conducting a recall of number of its barn-laid egg products due to a potential microbial (Salmonella Enteriditis) contamination.
No need to scramble - if you have this product at home, don't consume it, and eggs-ercise your right to a refund (sorry we couldn't help ourselves)!

See our website for all the important details: bit.ly/2Cuw2hU
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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.