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Periodic contact, updates on financial situation. Individual requests for assistance/advice are always dealt with quickly, staff are helpful and give much appreciated advice. Guidance with transition to retirement and actual retirement has been highly appreciated as this can be a very confusing time.
Our financial set up has been very efficiently handled and suits our life style.
Derek makes sure that i understand everything before i leave his office.
The caring nature of my financial advisor, Craig.
Honesty in presenting information, clarification of queries, welcoming and accommodating, Ability to see and understand where we are at re Financial and personal situations.
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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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