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WEALTH CENTRAL
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Thank you for visiting our ‘Welcome’ Page

On this page you can access further information about our practice, our advisers and office locations.

Please also take a few minutes to provide us with helpful information by following the links to our questionnaires.

Financial Services Guides and Adviser Profiles

Your Information Questionnaire

Location
Maps

Some ideas of what to bring to the meeting:

  • Details of existing investments (bank accounts, shares, managed funds, investment property)
  • Details of superannuation funds (the most recent statement if available)
  • Details of any liabilities (balance of any mortgages / loans, interest rates, remaining term etc)
  • Your main goals and objectives (eg: reduce debts, increase tax efficiency, save for a specific goal, protect existing assets / lifestyle, plan for retirement)
  • Details of any structures you may have that are not invested in your name (eg. trusts, companies, Self-Managed Super Fund).

Our Company

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Rise Wealth QLD Pty Ltd 54 060 600 946 is a Corporate Authorised Representative of RI Advice Group, ABN [23 001 774 125] AFSL 238429.

General Advice Warning:
The information provided is general in nature. It has been prepared without taking 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.

Links to external websites:
These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to RetireInvest SE QLD or our licensee in anyway. Note: RetireInvest SE QLD and our licensee does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

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