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YOU ARE
Building your wealth and protecting your family
Building Wealth, Protect Family
Thinking of retiring
Thinking of Retiring
Retired from full time work
Retired from Work
Running a business
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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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
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“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
“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
“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
LATEST NEWS
Planning for your retirement: reduce your worries
Retirement can be an exciting time of transition. By organising your finances now you are better equipped to enter your retirement with far less stress, more purpose, and free to enjoy what’s ahead.
Six ways to ease your debt burden
Debt is one of the fixtures of modern life for most people but if you feel it’s getting out of your control, it’s time to act.
The Five Key Questions on Aged Care
If you are considering aged care for someone close to you, there are five questions you need to answer.
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!
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.
Longevity – Are you prepared?
All over the world people are living longer. What’s the secret?