The advice process
Our financial set up has been very efficiently handled and suits our life style.
The caring nature of my financial advisor, Craig.
The explanations of any changes in laymen terms.
The depth of knowledge of financial matters as they relate to our personal position and the clear advice given.
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.
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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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