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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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Five tips on giving to charity

As we approach the festive period you may be starting to think about your annual charitable donations. If you are, this article may be of interest to you.

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Market Wrap – October

Each month we release the Market Wrap that is compiled by our Chief Investment Office (CIO). Please call us to discuss any points which you find of interest!

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Technical Update – Key Person Insurance

It’s not a specific kind of insurance but the application of life insurance to protect a business against key person risk. What is key person insurance? Key person insurance designed to protect a business against the significant impact that the death or illness of an...

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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

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You are not getting older - you are increasing in value!! Joe from our Mt Gravatt office is celebrating his birthday on Sunday! Joe -
wish you a great celebration on your special day!!
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A great thing to remember is that if any companies email you - GoVia, PayPal, Ebay, Apple etc they will always use your name - so not "Hello Customer" but "Hello Tara" .

The emails themselves can look REALLY legitimate though so if you aren't mindful it is SO easy to get hooked.
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SCAM ALERT: PLEASE SHARE. Queensland Police have issued a warning of an email scam targeting Paypal customers. The email informs recipients that "your PayPal account has been limited", and asks for information to steal your identity. From Queensland Police Service: With a current email scam targeting PayPal customers Queensland police are warning people to be cautious if they receive an unsolicited email reportedly from the company. The email scam informs recipients that ‘Your PayPal account has been limited’ (see below image). This is designed to look like an admin email from PayPal, but is completely fake. The hoax message tries to make the victims believe that their account has been ‘temporarily limited’ and that they need to log in to fix the problem. Once the victim has entered their login details, the scam website directs you to a page where you are asked to ‘update’ your personal information, including full name, DOB, address and phone number. When you have entered your personal details the fake site asks for your credit card information, including the credit limit amount. Once these criminals have obtained enough information to steal your identity and credit card information, you are then directed to the genuine PayPal website. • Do NOT click on any links or open attachments from emails claiming to be from a trusted organisation, asking you to update or verify your details – just DELETE • Do an internet search using the names or exact wording of the email or message to check for any references to a scam – many scams can be identified this way. • Before you click on a link, hover over the link to see the actual web address it will take you to. If you do not recognize or trust the address, try searching for relevant key terms in a web browser. #9News |

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