We are a retired couple in our late sixties. An independent under-the-bonnet review of our Super fund, advertised by Retirement Services of Australia (RSA) in the Seniors Card was very appealing. In November 2019, we had our first appointment with RSA. We were pleasantly surprised to have the CEO, Peter Rheinberger himself take the session, not just a member of their client services team. Peter demonstrated expert knowledge of the investment market and in plain English, showed how we could benefit from a change in investment strategies with our existing portfolios. We also learnt where we were paying too much in fees with the Super funds we were with for a few decades.
What we appreciate is the friendly, open, personal and consultative approach to customer relations. We receive regular comprehensive updates by email, often followed by a telephone call from Peter or a professional team member. They make themselves available to assist with all the queries we have so we are clear about what our money is doing. In the unexpected economic downturn with the Covid-19 pandemic, we particularly appreciate the timely and prompt advice and action they took to minimise our losses.
We are confident Peter and his Investment Committee are monitoring the market well and we trust them to assist us with achieving our financial goals and on-going lifestyle needs.
Jenny and Brian – April 2020
When you shop at a supermarket, it’s easy to review products, price and features. If you’re not satisfied, you can take a product back or simply buy a different product next time. These purchase decisions are small but important. When it comes to investments, it is difficult to compare products and pricing, yet the effect on your wealth over time is far greater than most purchase decisions you make at a supermarket. We offer our service FREE of obligation to all Seniors to allow them to check they are “OK” because it’s important that you know you’re making good investment choices.
*Michelle is not the client’s actual name, protecting the privacy of our clients is important to them and Retirement Services Australia.
Income / cashflow goals
Investments return goals
Today? Soon? 65?
Optimise centrelink benefits, a tax plan, a cashflow plan, expected returns, your super and investment strategy to create a plan that ensures financial stability and security in your retirement
Change from your current situation to the new strategy in preparation for retirement.
Congratulations! You’ve made it.
Holidays, hobbies, family are the beginning. You can relax and enjoy retirement feeling financially secure
Monitor investment performance. This is critical to the sustainability of your lifestyle and plan.
Keep your next egg growing while you can
Check fees, investment performance and if you are on budget to continue forward with enough to live comfortably.
Knowing your plan for the future is in place.
“From my very first meeting with Peter I have always found him to be professional, easy to communicate with and approachable. Being a first time investor I have many doubts and questions. Peter is a phone call away to set my mind at rest. I have made a personal long term commitment to deal with Peter, allowing him to take charge of my financial investments and my future, and I know my decision was definitely the right one.”
“Peter was patient and helpful with my retirement needs”
“I have great respect for Peter’s honesty, ability and friendly manner towards myself and my family. At all times when I have asked on Peter he has promptly assisted me, someone who has very little knowledge of financial planning or shares. This is greatly appreciated and I look forward to a long and successful association with Peter. I would highly recommend Peter to person’s requiring a financial planner. Peter is a credit to his profession.”
“Pete and I speak often. The advice is great and the newsletter is great. Keep up the good work.”
“I hold Peter in the highest esteem in regard to my financial needs and hope to continue having Peter and his team as my financial adviser. Keep up the good work.”
“Peter’s work to date is excellent. I would recommend him to potential clients”
“Initial advice is not easy to understand when you first retire. Peter was patient and helpful.”
“Very happy with current performance”
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People often get stuck when trying to work out if they have enough money to live on in retirement and the consequence is that they