Some years before I retired we sought guidance from RetireInvest re a financial plan for our future.We have appreciated that our needs have been understood and the foundation was laid for my future retirement.

Yes we have had some ups and downs with our portfolios, however today we are enjoying our retirement ,have travelled extensively and still maintain our Capital base.

Today we have some tax effective investments and even during the turbulent year which has passed we can still maintain our lifestyle due to the planning set in place by RetireInvest.
Hal

Chris has guided us for the last 15 years and into retirement. Even during the rocky times we can sleep at night knowing that we have the best advice and the experts are there for us. We like the way they link our lives and our aspirations to our investments so that we can live our lives to the fullest. Our regular meetings keep us on track and have built a relationship which we value.

My superannuation is managed by Christine with a view to maximising returns for me. Christine managed my mother's finances and helped me invest my inheritance in the superannuation system so that I would be OK when I stopped working. Christine and Simon take time to determine what will be the best strategy and explain everything thoroughly. I pay for a review and management service so that my money is moved as required to ensure best returns

Approximate cost: $1650 pa

We needed general direction about investment of funds from an inheritance, plus a real need to consolidate our various finances and investments. Christine and Simon came up with a really solid plan, helped wth setting up our SMSF and planning a transition to retirement approach.

Approximate cost: $1700 per annum

A plan for the future has been worked out for me after listening to what I wanted and needed. Everything was explained in detail. They were very patient in going through details I was unsure of

We have been clients of RI Pymble since 1997. They have provided advice and management in regards to the our SMSF and Family Trust. We believe that we have been provided with sound financial advise and have not had funds etc pushed upon us .

Approximate cost: $7,500

Did a good job of helping me with with something I've been putting off for a long time but I now have a road map. I'm really happy with the wealth
creation plan they've developed and feel like they've covered all bases and come up with the best strategies for my situation.

Approximate cost: $3300