RI Advice Berwick in Berwick, Victoria | Financial planner

RI Advice Berwick

Locality: Berwick, Victoria

Phone: +61 3 9768 9066

Address: Suite 5 / 28-32 Gloucester Ave 3806 Berwick, VIC, Australia

Website: http://www.riberwick.com.au

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• Financial planner

25.01.2022 Whilst we may change the way we do business to keep you, and us, safe and well, we are open for business as usual. We continue providing financial advice to our clients and community during these uncertain times. We are trying to minimise any disruption to our service standards, however there may be some delays as our team adjust to this new operating environment, we appreciate your patience and understanding during this time. We are not currently taking any in office appoi...ntments, but remain committed to providing your ongoing service over the phone or via email. Please call (03) 9768 9066 if you have any concerns. We may not be able to answer your call right away, but please leave a message and we will get back to you as soon as possible. Stay safe, stay well, and remember we are here for you.

20.01.2022 Merry Christmas from everyone at RI Berwick! We hope you all have a safe and fun holiday!

19.01.2022 A selection of Pierina's photos that she's taken from around the world - Bhutan, Cambridge, Cuba, Italy, Mexico & Prague!

18.01.2022 Platinum again for 2017!

15.01.2022 The latest Federal Budget flags an important change for people aged 65 and over wishing to downsize.

15.01.2022 On average, Australians expect to live to about 81. We expect to start work at about 20 and then retire at 65. Thinking about those numbers, how do your retirement savings stack up?

14.01.2022 Farewell to a living legend, Brooke is leaving us after a wonderful 8 and a half years! We sincerely wish her well.

14.01.2022 The investment world can change dramatically from one month to the next. But these secrets of successful investors never go out of style.

09.01.2022 From wills to long-term budgeting, theres a lot to think about when making your retirement to-do list. Heres some tips to make sure youve ticked all the boxes.

06.01.2022 A bit of planning and forethought may help take the financial stress out of Christmas.

05.01.2022 Scammers are taking advantage of people financially impacted by the Coronavirus crisis. Never give personal information about your superannuation to someone who has contacted you. Our office is available to help you identify any scams. Please give us a call on (03) 9768 9066 if you think someone is trying to scam you. ... You can find more information at scamwatch.gov.au.

03.01.2022 Many thanks to Berwick Bowling Club for making their facility available to Pierina's Oxfam Trailwalking Team on Saturday night for a Trivia Night. We raised in excess of $4,000 on the night and are very grateful to the Berwick Bowling Club for helping to make this possible.

02.01.2022 We've done it again! "Platinum" status for 2012, 2014, 2015, 2016 and now 2017. Stanford University here we come for a study tour!

01.01.2022 Last week we found $7,400 of unclaimed money for a client! You can check if you have any lost money at the link below, or ask us at your next review. https://www.moneysmart.gov.au/tools-an/find-unclaimed-money