RetireInvest Coolangatta in Coolangatta | Financial planner

RetireInvest Coolangatta

Locality: Coolangatta

Phone: +61 7 5609 8474

Address: Suite T203, Level 2, The Strand Shopping Centre, 72-80 Marine Parade 4225 Coolangatta, QLD, Australia

Website: https://www.ricoolangatta.com.au

Likes: 76

Add/Update information

Reviews

Tags

• Financial service
• Financial planner

18.01.2022 Heading into Christmas and the New Year, we will be closing our offices. Please see the times and dates below. If you have any questions or concerns, please get in touch!

17.01.2022 Welcome to our first quarterly inTouch magazine for 2021. The topics in this edition: Hitting the reset on 2021 Managing an irregular income... What financial mistakes have you made? Understanding some of the aged care terminology Can social media affect our spending? Staying cyber safe this year Please click the link below. https://ricoolangatta.com.au/knowledge-centre

17.01.2022 Meet Kerrie, our Receptionist and Administration Assistant in the Hervey Bay office. While you may not see Kerrie if you attend your meetings in another office, Kerrie is always ready and able to help you if your call comes through to our Hervey Bay office. We hope you’re enjoying our Meet the Team Monday series. You can meet the whole team on our website here https://ricoolangatta.com.au/About-us/Our-team

10.01.2022 The latest edition of Alive magazine is out and we are proud to share that we have a story about us celebrating 25 years in business so click over to pages 26-27. Click here to read the article; https://issuu.com/alivefr//alive_magazine_-_issue10_-_web

06.01.2022 Last night we kicked off the first of many celebrations for 25 years in business. More events planned for the remainder of 2021, it is going to be an amazing year - stay tuned!

06.01.2022 It goes without saying that the holiday season can be expensive, and expenses can get out of hand. Making a plan by getting clear on what our priorities are and keeping yourself accountable can help relieve some of the stress associated with a lot of expenses. To do this, create a list of items or activities that you are willing to prioritise and that are realistic. This will help to decide when items come on sale or activities pop up. This isn’t to say you can’t be flexible ...and enjoy your holidays, but it can help with reacting emotionally or being worried a sale or activity will disappear. Refer back to your list to reassure yourself what you do and don’t need. Create a quick budget. The Government’s Money Smart has a budget planner you can use to get a clear picture of finances for this short-term goal. Access the budget planner here https://moneysmart.gov.au/budgeting/budget-planner Simply having a plan in place is the best way to set yourself up for success. We hope everyone has a safe and wonderful Holiday Season!

05.01.2022 Financial stress can be a major trigger for a lot of people, it is a big burden to carry around, but not one you need to carry alone. Speaking to a professional Financial Adviser can set your mind at ease once you have a plan in place and a financial goal to build towards. The value of financial advice can take many forms. It could be the knowledge a professional is looking at your situation objectively, the peace of mind you get when you have a plan in place, or it could be ...the financial benefits you gain. If you are interested in speaking to one of our Financial Advisers to discuss putting a plan in place for your future, please call us on (07) 5609 8474 for a complimentary consultation. You can also visit us at 203/72-80 Marine Parade, Coolangatta or visit our website https://ricoolangatta.com.au/ Head Office: RI Advice Group Pty Limited (ABN 23 001 774 125) AFSL 238429 Level 3, 30 Hickson Road, Millers Point 2000 NSW. Australia

04.01.2022 Justine, from our Coolangatta office will be our last profile for the ‘Meet the Team Monday’ series until the New Year. As a Client Service Officer and Receptionist, Justine has a unique role that allows her to consistently be a part of a client’s journey, and we love that she enjoys putting financial theory into practice, leveraging her major in Finance. Until 2021 when we will introduce the rest of our team.

04.01.2022 A little while ago we shared photos of generous presents and food-hampers donated to Adopt-a-Family for the Christmas Season last year. We couldn’t be more pleased to share generous donations we have collected again this year! We’re sending these all off to the participating charities today and over the next week, so they make it to all of the families for Christmas. Thanks again to our clients, staff and supportive community making this another year to be grateful for.

02.01.2022 Wishing you an egg-cellent and bunny-tastic Easter! Our team will be taking a short break over Easter, having the public holidays off on Good Friday and Easter Monday and will be back in the office on Tuesday 6th April.