The advice process
Having relocated to the South Coast to enjoy our retirement, it was difficult for us to keep in touch and go to busy Sydney to see our long time financial adviser. Every time we required a review, update or change something, it was a major journey. Only by coincidence that a friend suggested we call RetireInvest Nowra. We are really happy that we have since made this move and had our file relocated. As a matter of fact we both said we are getting the best service ever.
-- Peter & Sue
My wife and I retired about 4 years ago. We were so unsure as to what we should do and who we should see. Thanks to our son who knew a local adviser, we had an appointment with RetireInvest. Happy as ! We have even referred another couple of friends since.