Who we are
As wealth management and retirement planning experts we make sure that you get the very best outcome from your financial planning.
Whether you are planning ahead for retirement, are working towards a retirement date, or if you are currently enjoying your third age, we can guide you through investment decisions to ensure that you have the funds available to enjoy yourself.
We’re a people business, investing in our staff so that you get the very best advice from us. You will find us to be transparent, competitive, fair and impartial.
What we do
Wealth Management
Get the very best outcome from your money by reducing your tax liabilities and protecting your capital, so that you can relax knowing your financial health is taken care of.
Retirement Planning
A sound retirement investment strategy will make sure that your money lasts and gives you the confidence to enjoy your wealth and have a comfortable, stress-free retirement.
Investment Advice
By maintaining a well-disciplined approach, managing risk and taking a long-term view, we’ve helped thousands of clients achieve their investment goals and we’ll do the same for you.
Chartered Status
We’re Chartered Financial Planners delivering the gold standard of tailored investment solutions and tax planning for clients. Your Financial Adviser will work with you to develop an investment portfolio to suit your particular needs.
You’re in safe hands
Testimonials
We have received a caring and professional service and most of all we trust RU to take care of our finances. They take the time to understand our needs and suggest solutions.– Mrs Kaur
We have used them for over 30 years when I was in business and now personally, and on the strength of their expertise and advice we have recommended them to family and friends. They listen to our personal needs and what we require from our investments and fulfil the brief. – Mr Messias