Who we help
Whether you are a young professional, have a growing family, business owner, retiree or pre-retiree, if the answer is yes to any of the following questions, then we can help you:
- Have several super funds that you wish to consolidate?
- Feel you are not where you want to be financially and wasting money?
- Have family you want to ensure are OK if something happens to you?
- Unsure if you will be able to retire when you want to?
- Don’t fully understand superannuation or investments and worried you are not on the right track?
- Accumulated an asset base but uncertain they will effectively meet your goals?
- Want to assist your children financially but not sure the best way to do so?
- Uncertain if your children are adequately protected? (this can impact your own plans)
- Not sure of your eligibility for government benefits or whether they are being maximised?
- Have relatives or friends that are likely to require care assistance in future?
- Have a business but no succession strategy in place?
- Unsure who your assets will pass to if you die?
Get started on the road to financial empowerment now by establishing a free account in the R&R Wealth Portal
Get in touch with us today to discuss further or arrange a meeting.