At RI Newcastle and Lower Hunter we help you identify what’s really important, then build you a plan to make it a reality.

We get to know you as a person first. Only then can we design the best solution for your retirement.

Building the plan is the first important step, but life doesn’t stand still for long with constant changes to tax, Centrelink and investment markets as well as changes in your own family situation and goals. To respond to our client’s questions RI Newcastle & Lower Hunter developed a series of sophisticated and unique tools to allow us to accurately model real time scenarios for you. These tools allow us to quickly answer your questions such as “Can I afford to retire?”, “How long will my money last?”, “Can we afford another European holiday?” or “Can we help the kids with a deposit for their first home”

Our client satisfaction ratings place us among the top financial services providers in Australia. We have a genuine interest and investment in our client relationships, which allows us to consistently deliver results that meet and exceed their expectations.