Description
Financial Planning
Cashflow Management
Superannuation
Margin Lending
Investment Advice
Pensions and Income Streams
Redundancy Advice
Risk Insurance You get the best of both worlds at RI Advice Canberra South. There's the confidence of knowing you're with one of the most well-known financial planning groups in Australia, backed by the strength and resources of one of the country's largest wealth management groups. And there's the comfort of dealing with our dedicated, local team, who pride themselves on quality service with a personal touch.
We know financial advice is as much about lifestyle and relationships, as money - that's why we pride ourselves on long-term, holistic advice, with our clients calling on us for financial advice time and time again as their circumstances change over the years.
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Do you have a will? Our Estate Planning for Life Service can help you get clarity about what should be in your will.
Could Australia be cash free as early as 2020?
2020 is only 3 years away, are you prepared to be cashless by then? I would love to hear your thoughts, it would impact on my savings jars.
RetireInvest Canberra South's cover photo
Paul Keating: Only the most reckless government would raid super for housing
The man who proposed we all have 15% superannuation to ensure we can support ourselves in retirement does not agree with letting people access their super to buy a house. What do you think?
Timeline Photos
Have you considered downsizing? Can you help out other with any tips? http://www.abc.net.au/news/2017-02-23/moving-into-retirement-village-after-46-years-in-the-family-home/8286778?WT.ac=localnews_canberra
Timeline Photos
Do you need help with your debt? There are many services out there if you need help, call the office for information if you are struggling before it gets out of control! http://www.abc.net.au/news/2017-02-15/households-on-the-edge-of-debt-crisis/8265696
Anne Farrell - Real Estate Agent with Luton Properties
Are you looking to upsize, downsize or right size? Check out Anne's market update and give her a call!
Clock ticks on $1 million super deadline
If you need more help sorting though the super maze than the local paper provides please call for an appointment.
Business wants family homes included in pension asset test
Over the years there have been many changes to the tests for the Aged Pension. If you have concerns please contact the office for an appointment.
There's no time like the present to improve your financial health
Do you need help to improve your financial health?
Conscious Spending Before the Holidays
Enjoy your spending ....
Photos from RetireInvest Canberra South's post
Our clients all dressed up, please tag yourself if you would like :-)
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