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Are you looking for a
Financial Adviser in Wagga Wagga?
At RSM Wagga, our team of financial advisers offers comprehensive and personalised financial planning services designed to help you achieve your life goals. Whether you're looking to invest, secure your retirement, or protect your assets, our specialists provide strategic advice tailored to your needs.
We understand the complexities of financial decision-making and offer expert guidance on areas such as:
- Retirement Planning:
Build a secure retirement strategy covering superannuation, pensions, and income streams. - Investment Advice:
Get a diversified portfolio tailored to your risk profile and financial goals. - Superannuation:
Maximise your retirement savings with strategies for SMSFs, contributions, and tax benefits. - Insurance and Risk Protection:
Protect your family and assets with life insurance and income protection plans.
No matter your financial goals, our team is ready to assist with tailored solutions.
OUR SERVICES.
WHAT WE OFFER:
At RSM, we pride ourselves on being your trusted advisors.
We understand that every client has unique needs, so we tailor our services to meet your specific requirements. Whether you need a customised investment plan, comprehensive insurance solutions, or a strategic retirement plan, we are dedicated to providing personalised support to help you achieve your financial goals.
Investment advice
We help you develop investment priorities and goals matched against a realistic timeframe to ensure your get the maximum possible benefit from your earned income and accumulated wealth.
Insurance
Research has consistently shown that most Australians do not have sufficient wealth or insurance cover in place to protect themselves, their families or their business interests should disaster strike.
Intergenerational wealth transfer
Holding onto the vision you have of your financial future as well as your families can be a daunting task. This is where the experienced professionals from RSM Financial Services can make a real difference.
Superannuation Advice
Retirement planning
Just as the ideal retirement balance is different for everyone, so too is the path to get there. It’s essential to engage an experienced Adviser who can help you work through the numbers and avoid the many traps and pitfalls.
The right advice for you
Whether you are looking for one-off advice or a comprehensive financial plan and an ongoing advice relationship, our highly qualified and experienced financial planners will keep your goals front of mind. This enables you to make confident and informed decisions for your financial future.
Client Testimonials
Don't just take it from us. Hear from some of our client's themselves.
MEET OUR EXPERTS:
Financial Advice is more than just strategies to optimise your assets before retirement.
Paul Lindley
Paul Lindley, a Financial Planner in Wagga Wagga, has a deep connection to the rural sector, having grown up on a farm in Gundagai.
He joined RSM Australia in 2013, after working in financial services in London and Sydney. Since transitioning to financial planning in 2004, Paul has helped individuals and small business owners with wealth accumulation, retirement planning, self-managed superannuation funds, and succession planning. He values long-term client relationships and tailors advice to changing financial conditions. Paul is also active in the local community and frequently presents on topics like investing and farm succession.
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Dean Cooper
Dean Cooper, a Financial Planner in Wagga Wagga, brings strong community values from his upbringing in Tumut, fostering deep connections in the Riverina.
With 17 years in finance, including 15 in financial planning, Dean uses his local knowledge and financial insights to create tailored strategies for clients at any life stage. He focuses on practical, personalised plans for wealth accumulation, retirement, and more, while adapting to changing financial landscapes. Dean is committed to long-term client relationships and staying current with legislative and personal developments.
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Sean Walsh
Sean Walsh, a Financial Planner in Wagga Wagga, helps clients achieve their financial goals by covering all aspects of their financial situation, from personal protection to superannuation and investment advice.
Passionate about educating clients, Sean finds the greatest satisfaction in helping them understand how to reach their financial objectives. A Riverina native and Charles Sturt University alumnus, he joined RSM in 2015. Outside of work, Sean is an avid sports fan and trivia enthusiast. His specialisations include superannuation, wealth accumulation, and personal risk.
FREQUENTLY ASKED QUESTIONS
At RSM, we recommend taking a thorough approach to find a reliable financial planner. Start by researching and comparing planners online. Look for credentials and certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst). Reading client reviews and testimonials can provide insight into their track record. Additionally, getting personal recommendations from friends or family can help identify trusted professionals. Our team at RSM includes highly qualified planners who meet these criteria and are ready to assist you.
Deciding whether to hire a financial advisor or manage your finances yourself depends on several factors. If you have a good understanding of financial principles, feel confident in making investment decisions, and have time to manage your finances, you might opt to do it yourself. However, if your finances are complex, you lack the necessary expertise, or you prefer professional guidance, hiring a financial advisor can be beneficial. At RSM, our advisors provide tailored advice and strategies to help you achieve your financial goals, ensuring you make informed decisions.
Effective retirement planning involves several key strategies. Start by saving early to take advantage of compound interest. Diversify your investment portfolio to spread risk and maximise returns. Maximise contributions to retirement accounts such as superannuation. Regularly review and adjust your retirement plan to stay on track with your goals. At RSM, our advisors offer personalised retirement planning services, helping you create a secure and comfortable retirement strategy. We provide guidance on investment choices, superannuation management, and long-term financial planning.
RSM advisers understand the unique financial challenges faced by farming families. We offer specialised advice on succession planning, asset protection, risk management, and tax strategies to ensure the long-term sustainability and growth of your farming business, while also safeguarding family wealth for future generations.
Yes, our advisers in Wagga Wagga specialise in superannuation advice. We can help you choose the right super fund, manage contributions, and explore strategies to maximise your retirement savings.
At RSM, we conduct a thorough assessment of your financial situation, risk tolerance, and future objectives. Based on this analysis, we design a customised financial plan to meet your specific goals, whether you're focused on wealth growth, retirement, or risk management.
This page has been prepared by RSM Financial Services Australia Pty Ltd ABN 22 009 176 354, AFS Licence No. 238282.
As everyone's circumstances are different and this article doesn't take into account your personal situation, it is important that you consider the above in light of your financial situation, needs and objectives, and seek financial advice before implementing a strategy.
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