Thursday, April 26, 2018
ADV---Retire-Invest

Free financial health check

Nicholise Garner December 6, 2017
HOLISTIC FINANCIAL PLANNING… From left, RI Advice administration manager, Linda Bourke, proprietor, Sandy Miller, client services, Joe Bourke, financial adviser, Chenara Newbegin and strategic paraplanner, Nick Barzen are all enjoying their new premises at 137 Maude Street, Shepparton opposite Noble Monks. Photo: Nicholise Garner.

HOLISTIC FINANCIAL PLANNING… From left, RI Advice administration manager, Linda Bourke, proprietor, Sandy Miller, client services, Joe Bourke, financial adviser, Chenara Newbegin and strategic paraplanner, Nick Barzen are all enjoying their new premises at 137 Maude Street, Shepparton opposite Noble Monks. Photo: Nicholise Garner.

ONE of the biggest challenges when it comes to financial planning is that planning for retirement can feel complicated and people often leave it too late.

RI Advice proprietor, Sandy Miller said, “At RI Advice, we offer holistic financial solutions specialising in pre-retirement planning, aged care, self-funded super funds and direct shares. While it’s better to plan for the future, it’s never too late and we offer financial solutions for all ages.

“At RI Advice, we want to make sure people know that there’s an easy way forward and we can guide them through legislation and red tape to make their pathway to financial growth much clearer.”

RI Advice is offering a special deal to The Adviser readers. Sandy said, “If you mention The Adviser you will receive a free wealth report worth $495. It is a personalised snapshot of where you are financially and where you can make changes. This can be done online and all you need do is mention The Adviser to receive a link.”

RI Advice has recently moved premises and you’ll now find them at 137 Maude Street, Shepparton opposite Noble Monks.