We help you make the most of your finances. Whatever stage of life you’re in.
We do this by considering your circumstances, helping you to set goals, and developing a financial plan to get you there. We can even do the leg work for you, giving you have more time to enjoy life.
At RI Lower Hunter, we have the expertise, the experience and the resources to help you accumulate wealth, grow it and protect it. Just as importantly, we can help you enjoy it. Because real wealth is about making the most of what you’ve got whatever stage of life you’re in.
We know financial advice is as much about lifestyle and relationships, as money – that’s why we pride ourselves on providing long-term, holistic advice, with our clients calling on us for financial advice time and time again as their circumstances change over the years.
Since we opened in 2002, RI Lower Hunter has become one of Newcastle and the Hunter Valley’s leading providers of advice.
We are part of RI Advice Group, formerly RetireInvest, one of Australia's largest and longest-established financial advisory groups.