The advice process
Comprehensive review and willingness to respond to any issues we raise.
Extensive information, up to date advice, clear concise explanations and sense of humour. Knows our situation.
Clear understanding of our situation and our goals.
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.
The explanations of any changes in laymen terms.
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.
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