The advice process
Being advised of any new developments that would affect me. Honest and individualized advice.
Extensive information, up to date advice, clear concise explanations and sense of humour. Knows our situation.
Derek makes sure that i understand everything before i leave his office.
The caring nature of my financial advisor, Craig.
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.
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.
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