Starting to Invest

Our Goal is to help you create wealth

You don’t need to be wealthy to create wealth. Our clients are often amazed at how much money we can unearth for them. Money that can be invested rather than wasted.

When working with RI Circular Quay you get the best of both worlds.

There’s the confidence of knowing you’re with one of the most well-known financial planning groups in Australia, RI Advice Group, backed by the strength and resources of one of the country’s largest wealth management groups. And there’s the comfort of dealing with our dedicated, local team, who pride themselves on quality service with a personal touch.

Our close connection with the community, combined with our access to leading research and technical teams, who work full-time to ensure the strategies we recommend are among the best in the field, means you can rest-assured your financial security is in good hands.

There are seven main ways we help you increase your net worth:

  • Streamlining your finances. We make it easier for you to track and manage your expenditure to save you time and money.
  • Reducing your living expenses without impacting your lifestyle, by helping with budgeting and cashflow.
  • Review the way you have arranged any debts
  • Shrinking your tax bill. Tax is probably one of your biggest expenses. Imagine if you could reduce it by five or even 10% by investing in tax efficient ways.
  • Getting your money to work for you by committing to a regular investment program, getting the most out of your super, or making the most of tax efficient investments and the Centrelink and government benefits available to you.
  • Formulating a retirement plan so that you plan to have the money to afford the retirement you choose.
  • Working with your other professional advisers to create and put into place efficient structures and processes to create wealth from your business..

Find out how RetireInvest Financial Planning can help you build wealth and achieve your desired financial future, talk to us today – (02) 9241 3733