Financial adviser and planning specialists in Ballarat
From setting up your portfolio, protecting your family against financial loss or planning your ideal retirement, our Financial Planners can devise practical solutions to help you achieve your goals.
Our local team of Financial Planners offer a whole range of financial planning services, from super consolidation, advising on life insurance decisions, retirement planning and estate planning to setting up investment portfolios and making sure you and your assets are well-protected.
Your local financial planning contacts
RSM has more than 30 offices across Australia with our Financial Adviser and Planning Specialists operating in Mobile Teams backed by a full suite of technological resources
Let us help simplify things
Your superannuation can be a major vehicle for wealth accumulation in your life.
But it’s important to understand where your super money is going so you can take specific measures to maximise your return. It’s also important to structure your investments according to the level of risk you are comfortable accepting. Super funds usually have various risk options you can choose from.
Want to learn more?
Watch our superannuation animation above.
It’s important to realise different super funds charge different fees for the investment options, product features and benefits applicable to each fund. It's important that the provider you are with has features and benefits that are tailored to your circumstances and objectives to ensure you are maximising value.
Do you have a pre-retirement plan?
Want to learn more?
Watch our pre-retirement video with RSM Financial Planner, Lindsay Walker, who sets out the eight simple steps to get you started on planning for the retirement you want.
As you approach retirement...
You may elect to adopt a lower level of risk to preserve your capital; and there are other steps you should also take, such as:
- Exploring your eligibility for the Commonwealth Age Pension
- Repaying all outstanding debt
- Reviewing your estate planning details