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Our Approach

Have you ever sat down and taken the time to think about your financial retirement.

Where are you now? Where would you like to be? How will you get there?

Retirement Income Specialists is an experienced and well respected financial planning company recognised for its ability to create strategies to maximise your wealth enabling you to be financially 'stress free' in retirement. 

OUR APPROACH

  1. Understand and Listen
  2. Organise, Plan and Manage
  3. Implement 
  4. Open Communication: feedback, reviews, reporting

This is how we do it:

Planning, Implementation & Management

  • Work together to implement a plan to achieve your financial goals and work with you over time to reach these goals.
  • Implementing strategies and managing your investment portfolio with you and your service providers to ensure that you are making the right decisions at the right time to create and maintain your wealth. 
  • Offering regular reviews, ongoing feedback and follow up of all your financial matters, providing written 6 monthly and annual reporting.

Wealth Management

  • Managing and maximising your Superannuation including Self-Managed Superannuation Funds (SMSF).
  • Creating, planning and implementing pre-retirement wealth creation strategies.
  • Implementing and agreeing on retirement strategies to deliver tax effective income.
  • Developing and implementing Savings and wealth creation strategies.
  • Offering financial protection and life insurance.

Request A Consultation

Start the journey towards financial security today. Send us your details and we'll be in contact to arrange an appoinmentment:

Consultation Request