Whether you’re just starting out, building for the future, or looking forward to putting your feet up for a well-earned break.  Whatever stage of life you’re in – we can help you make the most of your finances.

Everyone’s different, of course, but there are some things our clients often confront that can have a significant impact on their finances. The case studies below are some examples of how we can help.

To find out how we might be able to help you, speak to an RI adviser today, and start making the most of life.

  • Joan and Frank

    Joan and Frank


    Long gone are the days when leaving a Will was a straight forward business. Joan and I both have children from previous marriages, so according to our financial adviser Adam, if we didn’t build a proper family succession plan, it could spell trouble. On top of everything else Joan’s son Jim has a bit of [...]

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  • Joseph

    Joseph’s story


    My parents have been seeing their financial adviser, Peter, for over twenty years now and they’ve always tried to encourage me to go see him to try and sort out my debt. I’ve never been bothered by it as I’m only 47 and I own a successful architectural firm and figure it’s only natural to [...]

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  • Susie

    Susie’s story


    I set-up my own boutique twenty years ago and have been contributing to superannuation since it came in 1992. Anyway I’m a bit of a control freak so needless to say I want to make the decisions on how I invest my superannuation. After all it’s my third biggest asset after my business and my [...]

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  • Joe and Marie

    Joe and Marie’s story


    Joe was really looking forward to retiring when he turned 65 and so was I. With three kids to raise and all his long hours at work, we’ve spent precious little time together these past twenty years. At last we’d be able to spend some quality time together. Of course, things don’t always turn out [...]

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  • Louise

    Louise’s story


    I’ve never been the type to worry about the future too much but when I turned 55 last year, it dawned on me that that this is the age people start retiring. Well I love my job and I’m certainly not ready to stop working yet but it’d be great to be in a position [...]

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  • Ted

    Ted’s story


    Pam and I are in our 70s now and both in pretty good health – a bit of luck and a bit of good management. I wish I could say the same about our two kids. One’s going through a nasty divorce and the other is battling heart disease. We’ve had the grandchildren here off [...]

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  • Barbara

    Barbara’s story


    I’m 76 now, but we began seeing our financial adviser David about 20 years ago when Jack and I started thinking about retirement. I am embarrassed to say it never really crossed our minds before that stage but as retirement loomed closer and closer, we realised we needed professional help to get ourselves on track. [...]

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  • Gordon

    Gordon’s story


    I’m 68 years old and retired from the bank about three years ago after 40 years of service. I originally had $320,000 in my allocated pension account but the global financial crises wiped more than 20% from my balance, leaving me with about $250,000. I’ve always been quite content with my lifestyle, drawing down $13,000 [...]

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  • Antonio

    Antonio’s story


    I’m pretty young and have a long way to go until I have to worry about retirement or any of that sort of thing so I’d never really thought about seeing a financial adviser. That is until a few years ago when I turned 32 and was offered a new job. The new role came with a [...]

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  • Michael

    Michael’s story


    On my 30th birthday my Dad and I went on a fishing trip. I got the surprise of my life when he pulled out a cheque for $20,000 cash and gave it to me. I was stoked – until he told me there were two conditions. He said I had to invest it, and I [...]

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Information on this page does not consider your personal circumstances and is general advice only. You should not act on the information provided without first obtaining professional financial advice specific to your circumstances. Past performance is not a reliable indicator of future performance.