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Building your wealth and protecting your family

Building Wealth, Protect Family

If you have a family, you might be so busy getting through today that it’s hard to give much thought to tomorrow. But life can be more than making ends meet.
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Thinking of retiring

Thinking of Retiring

Retirement is not a one-off event. It’s every day of your post-working life which could be 20 years plus so financial matters must be well planned.
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Retired from full time work

Retired from Work

Thinking of retiring, about to retire, or perhaps you already have? Clever planning will give you more certainty and flexibility in retirement.
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Running a business

Running a Business

RI South East Queensland has developed strategies specific to assisting small business with the issues that face them in building and managing their businesses.
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Are you looking for a financial adviser 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? 

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Grow your wealth

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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

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 Griffiths

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General Advice Warning
The information provided is general in nature. It has been prepared without talking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. This website contains information for Australian Residents only.

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