Hear what our existing clients say about us.

K & J write about their experiences with our office

My wife and I became clients of RI Advice/RetireInvest in 1992 in Sydney on the advice and recommendation of a previous employer.

In 1998, we relocated to Bonnells Bay and became clients of the Morisset branch. Since 2010 this business has been owned by Rod and Glenda. Since then, we have benefited greatly from their financial expertise and professionalism. Our wellbeing, lifestyle and finances are monitored closely and are in good shape, also adding that courtesy and understanding are part of their business acumen.

We would recommend RI Advice/RetireInvest Morisset to our family and friends.

K & J’s fields of financial planning are Investments, Retirement and Superannuation.

Phil writes about his experiences with our office

I have been a client of RI Advice/RetireInvest for many years and have never regretted my decision. In an economic environment where it is always difficult to predict future market swings, I have found the advice from RI Advice Morisset to be easily available and sound.I would definitely recommend RI Advice/RetireInvest Morisset to my family and friends.

Phil’s field of financial planning is for Investments.

Noel and Loris write about their experiences with our office

Over the last few years we have dealt with the staff at the Morisset branch of RI Advice/RetireInvest. We are very satisfied with the service and attention provided by Rod, Glenda and staff. We would readily recommend them for discussions on Investments, Retirement, Superannuation, Aged Care, Wills and Funeral Arrangements.

Rob writes to us

I am so happy I chose RetireInvest Morisset for all my financial needs.

They have given me sound advice on many things, including buying and selling my home and recommending that I appoint enduring guardians to manage my affairs if I’m not able to.

I feel very secure with Rod, Glenda and their team at the helm.

Denis and Jenny

We have been clients of RI Advice for the past 18 years but have particularly sought the advice more so over the last 5 years as retirement approached.

We have found Rod’s advice to be invaluable to us. His knowledge of the financial market is spot on.

I have recommended Rod to friends who are just as happy as we are.

Rod is extremely approachable as is Glenda and the other amazing ladies who work in the office.

Whether you’re just starting out, building for the future or looking forward to putting your feet up for a well-earned break - whatever stage of life you’re in - we can help you make the most of your finances.

Everyone's different, of course, but there are some things our clients often confront that can have a significant impact on their finances. View our case studies for some examples of how we can help.

To find out how we might be able to help you, speak to a financial adviser today, and start making the most of life.