The advice process
Comprehensive review and willingness to respond to any issues we raise.
The depth of knowledge of financial matters as they relate to our personal position and the clear advice given.
Made to feel like a friend not a client.
Everyone on the team can advise and clarify our situation which indicates to us that there is a sharing of expertise and knowledge within the team.
Good balance of going over what's happening in the financial sense as well as me feeling we can chat about what's happening in life generally.
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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 an Australian Financial Services Licensee.
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