Financial Services

Wealth ManagementWe understand that a variety of factors come into play when it comes to realising your personal wealth objectives, which is where our wealth management advisors can help.

Regardless of the stage of your life, you need advice that is sound, practical and relevant to your personal circumstances at that point in time. Our wealth management consultants plan and manage the affairs of thousands of Australians including individuals, SMEs and large institutions.

RSM are passionate about working closely with you so we can understand your goals and aspirations. This deep understanding allows our expert wealth management advisors to anticipate changes in financial demands and take advantage of new opportunities with a financial pathway constantly tailored to your needs.

If you need help and advice to achieve your personal or business wealth objectives, here are some of the areas we can assist in:

Debt management

Don’t let your debt manage you. Get your finances in check with the help of our wealth management advice. Debt can be used in a multitude of different ways to assist with wealth creation, retirement planning, growth and more. We will work with you to effectively put a plan together to help you achieve any lifestyle, investment or business related goals you may have.

Personal risk

Ensure you have the right level of cover, insurance or sufficient wealth in place for your family should anything happen to you, by bringing onboard wealth management services from RSM. Our experts will calculate your insurable risk and put a strategy and plan in place to ensure you and your family are protected should the worst happen.

Retirement planning

Getting a plan in place for when you retire is imperative if you would like to fulfil your dreams for a comfortable retirement. As this stage of our lives is unique and personal to each of us, it’s crucial for our wealth management advisors to discuss with you what you’d consider a comfortable income in retirement, when you’d like to retire and how much you will need.

Self-managed superannuation

As the Australian Government is focussing its retirement policies towards self-funding retirement, is now the time to look at self-managed superannuation funds (SMSFs)? Our wealth management consultants will be able to advise whether this should be a route to consider.

Wealth accumulation

One of the most important aspects of wealth accumulation is knowing what you’d like to achieve and what your financial goals are. With our wealth management solutions, you could grow your wealth to achieve goals and milestones such as education for your children, early retirement, home renovations and building a family legacy.

Contact the experienced team at RSM Australia to open a conversation and help you to achieve your financial goals with our wealth management services.

The financial effects of a “Grey Divorce”

The financial effects of a “Grey Divorce”

Divorce among people over 50’s (commonly referred to as a “Grey Divorce”) is on the rise in Australia. Currently, 27% of divorce applications are for couples who have been married for 20 years or longer.
Episode 6: Small business, big technology | talkBIG Podcast

Episode 6: Small business, big technology | talkBIG Podcast

Small business, big technology - Get ahead in 2022 Advancements in tech often start with accounts payable, the biggest shift being the ability to totally illuminate data entry.
An uncomfortable yet important conversation

An uncomfortable yet important conversation

None of us likes to consider our own mortality.
The Foundations of Successful Investing

The Foundations of Successful Investing

Establishing a successful investment portfolio can be likened to building a home.
Episode 5: Investment on your mind? | talkBIG Podcast

Episode 5: Investment on your mind? | talkBIG Podcast

Investment on your mind? The COVID-19 property boom and what’s next in the Australian market
Index funds – what’s all the fuss about?

Index funds – what’s all the fuss about?

As the name suggests, an index investment fund seeks to deliver a similar return, less fees, as its chosen index.
What your adviser means by “investment styles”

What your adviser means by “investment styles”

Just when you thought investing was easy to understand - you put your money into shares, property, fixed interest, cash, etc. – your adviser starts talking about “investment styles”! In essence, what that means is the methodology that managers use when choosing the underlying investments in their funds.
The Rise and Rise of Exchange Traded Funds (ETFs)

The Rise and Rise of Exchange Traded Funds (ETFs)

Exchange Traded Fund (ETF) investments are gaining popularity but do we really understand them?
Challenges Facing Retirees of the Future

Challenges Facing Retirees of the Future

Most working Australians aspire to the idea that they’ll reach a point where they can retire debt-free and with enough money in superannuation and other investments – perhaps supplemented by the age pension – to provide them with a comfortable standard of living in retirement.
Assets and Family Law During Separation

Assets and Family Law During Separation

When it comes to separating, no two cases are the same.  Some clients will have assets that they are looking to grow or protect, while others may be under financial hardship and considering engaging an insolvency specialist.
Episode 1: Top tax time tips for 2021 | talkBIG Podcast

Episode 1: Top tax time tips for 2021 | talkBIG Podcast

Top tax time tips for 2021 What's the ATO targeting this year according to the accounting grapevine? In the first episode of the RSM talkBIG podcast, our hosts spill the beans on what to do to avoid becoming under the radar and ensuring you've ticked all the compliance boxes. From working from home expenses through to self education, we discuss tax opportunities, common mistakes and how to achieve your best outcome this tax season. Listen now
Changes to income protection insurance

Changes to Income Protection insurance

From 1 October 2021, there will be considerable changes to Income Protection insurance. 
Separating? Revisit your financial plan

Separating? Revisit your financial plan

Divorce is the equivalent of a tornado splicing through the foundations of the best laid financial plan. 

Pages