RSM Australia

Wealth Management

We understand that a variety of factors come into play when it comes to realising your personal wealth objectives.

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 financial planning 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 us to anticipate changes in financial demands and take advantage of new opportunities with a financial pathway constantly tailored to your needs.

Debt management
Personal risk
Retirement planning
Self-Managed Superannuation
Wealth accumulation

Key contact

Rod Edwards
National Head of Financial Services

T: +61 8 9261 9100
rod.edwards@rsm.com.au

Investment and broader financial planning implications

thinkBIG 2018 Superannuation whitepaper: discussing the real impact of the overhaul to the superannuation system - what now?
28 March 2018
Evan Tsipas

Are your parents your insurance policy?

Many Australians cringe at the thought of insurances, let alone considering what the actual personal risk is that the insurance covers. Who really wants to think about the impact an accident, illness or, worse, death is going to have on you and your family?
7 March 2018
Scott McAlees

The Gift of Insurance

While many people intend to leave assets to their kids when they pass on, there is an increasing trend for parents to assist their adult children whilst they are still alive. An example of an early inheritance can be in the form of a deposit to assist with the purchase of real estate.
7 March 2018
Nathan Walker

The Yin Yang of cash and its effect on income for investors

The Yin Yang, a symbol of two opposite yet complimentary energies is a concept that plays a significant role in the lives of millions of Australians who are reliant on cash for income in retirement.
20 February 2018
Evan Tsipas

The 3 Myths we are sold about the benefits of low-interest rates for Australians.

We all love the thought of low-interest rates generally because for us consumers it effectively lowers the cost of our monthly loan repayments. But what if what you gained on the front end, you were losing on the backend?
13 February 2018
Evan Tsipas

RSM named as finalists in Client Choice Awards

The 2018 Financial Review Client Choice Awards finalists were announced today and RSM is delighted to be recognised in three categories of the prestigious awards.  
1 February 2018

Could there be more to life insurance than death?

Every day you work hard to create the best possible lifestyle for you and your loved ones. This includes many sacrifices to ensure that you can achieve your financial goals like paying down debt, holidays aboard, children’s education and a comfortable retirement.
27 November 2017
Nathan Walker

Rethinking the value of Transition to Retirement (TTR) pensions

A Transition to Retirement (TTR) Pension still offers a number of benefits to you as an investor preparing for retirement. Despite the changes to the tax free earning status of a TTR, you shouldn’t be too hasty in discounting this option as it can form a central part of a bigger retirement accumulation strategy.
17 November 2017
Lindsay Walker

Fundamentals of Financial Success | Pillar 6 – Planning your estates

Throughout the Six Fundamentals of a Strong Financial Plan series, we've discussed some of the fears that you may face in making a decision regarding your financial plan and how the barrage of attention-grabbing headlines and world events distract you.
15 November 2017
Anthony Riding

Invest regularly and ease your stress of market volatility

If you’re an investor considering entering the market with your hard-earned savings you may feel a little uneasy about placing a large lump sum into the market all at once. Especially when you think it could experience an extended period of market volatility.
14 November 2017
Dean Cooper

Pages