Financial Planner Bundaberg, Hervey Bay & Maryborough

At RI Wide Bay we help you make the most of your finances no matter what stage of life you are in.

As the leading financial planner in Bundaberg and Hervey Bay, we listen to you, understand your circumstances, and provide personalised financial advice.

We do this by establishing your goals, exploring your financial planning options, implementing a tailored strategy, and helping you enjoy your life.

We know financial advice is as much about lifestyle and relationships as it is about money – that’s why we pride ourselves on providing long-term, holistic advice. Our clients in Bundaberg and Hervey Bay are so satisfied with our services, they refer their friends and family to us.

RI Wide Bay is a part of RI Advice Group, who has been providing financial advice to everyday Australians since 1979. If you would like to know more about RI Advice Group you can go to their website.

How we can help

Retirement insights

What is Advise Led Super?

Feeling financially secure at this time of life is worth so much more than just dollars alone. We trusted our advisers and they never let us down. We wouldn’t be where we are today without them ‘having our back’

We have been able to retire early due to the excellent advice we were given and are totally confident that all aspects of our portfolio are well looked after

The attention to detail and explanation of my financial situation has always been of the highest standard

The knowledge and professionalism is high and applied in a really warm friendly manner. Always available when we wish to talk to them, always well prepared when we arrive. Always interested and taking notes of what our changing needs and aspirations are. Always ready to explain and advise us on the present market and its likely effects on our situation. Always ready and able to find solutions to our needs

Financial Planner Bundaberg, Hervey Bay & Maryborough

At RI Wide Bay we help you make the most of your finances no matter what stage of life you are in.

How we can help

Retirement insights

What is Advise Led Super?

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