Breakthrough Wealth Solutions

At Breakthrough Wealth Solutions we help you make the most of your finances no matter what stage of life you are in.

We do this by listening to you, understanding you and considering your circumstances. We then help you to establish goals, understand your financial planning options, implement a strategy, and enjoy your life.

We know financial advice is as much about lifestyle and relationships as it is about money – that’s why we pride ourselves on providing long-term, holistic advice. Our clients are so happy with our service, they refer their friends and family to us.

Breakthrough Wealth Solutions is a part of RI Advice Group, who has been providing financial advice to everyday Australians since 1979. If you would like to know more about RI Advice Group you can go to their website.

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Our Services

Let us help to get you there

Reaching your goals doesn’t happen by chance, and most of us need help to plan.

So whatever your goal and wherever you're at, we’ll help you explore, plan, track and realise your goals for a better tomorrow.

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Change your tomorrow, Start today

Let us help you to protect what is most important.

We specialise in advising on, implementing and managing insurable risks such as income, family & business interests.

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Testimonial

We were provided with much needed professional advice that allowed us to keep our lifestyle and have peace of mind knowing where we are heading.

Our dedicated, local team pride themselves on quality service with a personal touch and there's a confidence in knowing you're with one of the most well known financial planning groups in Australia.

William is a heaven sent. He is thorough, he is conscientious and his client service is impeccable. He is genuinely interested in individual cases and he is not judgemental. His passion for the work and his care for clients is second to none. I highly recommend William’s and RI’s services.

I just want to thank you for all the time and patience you’ve given me all through this “drama”. Words can’t express how much your support has meant to me. Just knowing I could pick up the phone when I was having a hard time will always be remembered.

Thanking you again

Christine

William has been our advisor for several years leading up to our retirement and continues to advise us now for our retirement needs, giving us confidence and peace of mind. His breadth of knowledge in advising super funds and managing debt has benefitted us greatly for a more secure financial situation. He is able to effectively explain things in a friendly yet professional way. He meets with us regularly and is always ready to attend to our needs in between meetings when necessary. We have recommended his services to several friends because of our wonderful experience of his full care and attention. We are extremely grateful to William for his outstanding service.

Heather & David

Contact us

Please complete the form below for any of your financial planning enquiries.

Getting started is easy, let us help.

Making the right steps toward your Financial Future can be as easy as picking up the phone.

Let us help you make a difference to your future by providing professional financial advice.

This site is designed for Australian residents only. Nothing on this website is an offer or a solicitation of an offer to acquire any products or services, by any person or entity outside of Australia.

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.

Breakthrough Wealth Solutions 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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