When you are deciding what type of a financial adviser you want to work with it is important to consider that the relationship is as important as the advice. Our first meeting is a chance for you to get to know us, and for us to get to know you. We believe we can make the biggest difference over the long term (many clients have been with us for more than 20 years). The objective of our first meeting is simply to decide whether we think we can work together.
Understanding you, your family, your goals & objectives is critical, so we work with you to map out a 5, 10, or 15-year plan. And it might be the first time you’ve done this. At RI Newcastle and Lower Hunter we really listen, seek to understand your situation and always has put your interests first. As a result we’ve found that clients tend to stay with us over their retirement– take a look at what they say here