What we do

A comprehensive strategy will have many moving parts. We specialise in ensuring all components of your strategy are up to date and focused on meeting your objectives. This includes ongoing management, tracking progress towards objectives, regular meetings and coordinating actions efficiently including liaising with your other trusted professionals.

As your sounding board, we are on hand and available when you or your family needs us.

Investment advice

Superannuation and retirement planning

Cash flow management

Family wealth and estate planning

Financial management services

Risk management and debt reduction

We provide a range of services tailored to your needs which will often incorporate the following:

  • Comprehensive financial planning
  • Investment selection and maintenance
  • Asset allocation and rebalancing
  • Risk management/insurance
  • Asset protection
  • Cashflow and financial modelling
  • Structuring, taxation and estate planning
  • Project management
  • Getting things done
  • Personalised service
  • Coordinate and work with your professionals
  • Consolidated portfolio reporting
  • Performance tracking
  • Education
  • Capturing and utilising savings
  • Understanding and tracking spending
  • Setting goals and working towards a plan
  • Objective feedback
  • Set realistic expectations
  • Trusted sounding board and second opinion
  • On hand to help with life/work changes
  • Spouse involvement
  • Children engagement
  • Understand family values
  • Multigenerational wealth planning
  • Legacy planning
  • Philanthropy



RM Wealth Pty Ltd ABN 97625928592
Authorised representatives Godfrey Pembroke Group Australian Financial Services Licensee
©2022 by RM Wealth Pty Ltd