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YOU ARE

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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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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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

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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

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!

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