Wealth management services and expertise

Are you on the right path to realising your financial and lifestyle goals?

Working out what’s important to you and what it takes to achieve it can be confusing without the right help.

Since a low in 2002, Australians have been steadily increasing the amount of their households surplus income they allocate to savings. The trend also being supported by a substantial slowing in the average debt per person to 2% p.a. in 2013. The result is that Household Net Wealth in Australia is again climbing.



Image removed.

Image removed.

Like many Australians, you will have various reasons for wanting to accumulate wealth. Some of these may include:

  • purchasing a new or first home
  • future travel
  • increased passive (investment based) income
  • repayment of debt
  • lifestyle events (e.g. weddings or graduations)
  • education for your children or grand-children


  • early retirement
  • to support a disabled or disadvantage child or relative
  • home renovations
  • building a family legacy (estate benefit for your family)
  • philanthropy (gifts to charity)
  • a comfortable lifestyle in retirement

What is key to your success when accumulating wealth, is your understanding of what the purpose is for growing your wealth, how much you need to achieve each of these objectives and what the time frame is for each of these.

  • What’s the goal?
  • How much do you need?
  • When do you need it by?

Get in touch with your local RSM Financial Adviser

Start a conversation today to help you to achieve your financial goals with our wealth management services.


This page has been prepared by RSM Financial Services Australia Pty Ltd ABN 22 009 176 354, AFS Licence No. 238282.

As everyone's circumstances are different and this article doesn't take into account your personal situation, it is important that you consider the above in light of your financial situation, needs and objectives, and seek financial advice before implementing a strategy.   
View the Financial Services Privacy Statement and Policy, Complaints Policy, Financial Services Guide and RSM Privacy Policy.