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RI Advice

Case Studies

Whether you’re just starting out, building for the future, or looking forward to putting your feet up in retirement, we can help you make the most of your finances.

Everyone’s different but there are some things our clients often encounter that can have a significant impact on their finances. Our case studies are examples of how we help everyday Australian’s facing different financial challenges.

To find out how we might be able to help you, speak to an RI adviser today, and start making the most of life

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Joseph and Betty’s estate planning experience

We had always thought that making a Will would be easy. Our finances aren’t complicated and that’s probably why we put it off for so long! We didn’t realise how much there was to consider when you are looking at estate planning – especially fo…

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How Richard found out about business succession planning

My Mum and Dad had been singing the praises of their financial planner for over 25 years. They’ve really tried to get me to go along and see Shane, mostly because I’ve run up a fair bit of debt through my business. I’m a couple of years off 50 a…

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Why Gina chose Self-Managed Super

I am a hairdresser with my own business. I’ve always been good at saving so ever since superannuation was introduced in 1992, I’ve been making regular contributions. I like to have my business finances under control and I was pretty keen to hav…

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Discover how disability insurance and financial advice helped Frank and Anya

Frank was keen to retire as soon as he turned 65 and so was I. He worked full time while I worked part time so I could help with our grandchildren. Frank’s worked long hours so we were looking forward to taking time out to have some fun! When we …

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Sandra looks at transition to retirement

When I turned 55 last year it hit me that I was probably what they call a pre-retiree! I have no intention of stopping work yet but I want to know that I am well set up for when I do retire. I knew I needed to start now in order to end up in a good pl…

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Ellen and James get financial advice in retirement

Ellen and I are in our 70’s and in really good health– we eat right and have joined a few fitness classes. Our kids still cause a bit of stress for us though – one’s in the middle of a messy divorce and the other has a chronic heart condition.…

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Frances talks about her retirement journey

Although I’m in my mid-seventies now, my husband John and I started working with our financial adviser, Peter, over twenty years ago. We were considering when to retire and as we began to think more seriously about it, it became obvious that we real…

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How Leo took smart financial advice to secure a comfortable retirement

My name’s Leo and I’m 69. I used to be a banker but finally retired after nearly 40 years. At the time I had just over $300,000 in my allocated pension account but the volatile market conditions left me with about $250,000. That was quite a shock …

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Paul learns why financial advice at any age is a good idea!

At 35, I’m not looking to retire anytime soon. It never even crossed my mind that seeing a financial adviser would be a logical thing to do at my age. What changed it all for me was my new job. I was offered a good salary and the amount going into s…

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Richard explains how he started an investment strategy at age 25

For my 25th birthday I took the day off to play golf with my dad which turned out to be one of the best decisions I’ve ever made! On Hole 9, he pulled out a cheque for $25,000. He told me there were two non-negotiable conditions. One: I could not…

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