Alt text Here
Building your wealth and protecting your family
Alt text Here
Thinking of retiring
Alt text Here
Retired from full time work
Alt text Here
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
Sign Up To Receive our Latest News
  • This field is for validation purposes and should be left unchanged.

Why are more Australians choosing SMSFs?

An SMSF is a private superannuation fund that’s regulated by the Australian Taxation Office. You manage it yourself and can have up to four members who are also responsible for the fund, including ensuring it’s compliant. Have you been considering an SMSF but are yet to take the leap? Maybe this article will provide some good thinking points.

read more

The Budget may make it easier to downsize

If you have been contemplating selling the family home but are confused about whether it will have a positive or negative impact on your finances, we can talk you through some proposed changes and how they may be relevant to your individual circumstances.

read more

Market Wrap – May 2017

Each month we release the Market Wrap that is compiled by our Chief Investment Office (CIO). Please do not hesitate to contact your adviser to discuss any points which you find of interest!

read more
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

“Wonderful. I feel like I’m one of the family.”

– Val

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

– Mal

 “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

Find Us on Facebook

Remember that Mondays should be welcomed with great enthusiasm, enormous hope and a tank full of energy!!!! ... See MoreSee Less

View on Facebook

What a flashback! Logan Road 1982.

Photo Continental is the Waltons on the left. Romano Chambers on the left is still there opposite Coffee Club.

For the “youngies” Waltons was a department store like Myer, which was also in the Valley.

#flashbackfriday #loganroad1982 #riseqld
... See MoreSee Less

View on Facebook