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