YOU ARE

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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

Be retirement ready – plan early

Most Australians are not saving enough for retirement and risk running out of money sooner than they expect. The good news is that you can avoid pinching pennies in your retirement by planning ahead.

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How marriage can have an impact on your super

On 9 January 2018 Australia saw the introduction of recognised same sex marriage. This change has meant that more couples are now legally able to marry and with that comes additional legal rights and financial benefits. One particular benefit relates to superannuation death benefit nominations.

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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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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.