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Periodic contact, updates on financial situation. Individual requests for assistance/advice are always dealt with quickly, staff are helpful and give much appreciated advice. Guidance with transition to retirement and actual retirement has been highly appreciated as this can be a very confusing time.
Comprehensive review and willingness to respond to any issues we raise.
Made to feel like a friend not a client.
That our advisor is always prepared an knows details of our requirements without having to look it up whilst we are there. He is always very well informed and pleasant.
The depth of knowledge of financial matters as they relate to our personal position and the clear advice given.
For Australian residents only
The information provided is general advice only. 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.
RetireInvest Ballarat is a Corporate Authorised Representative of RI Advice Group Pty Ltd ABN 23 001 774 125 AFSL 238429.
© RI Advice Group Pty Ltd 2017 All right reserved.
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