Many people find it difficult to navigate through their financial position or invest on their own.
This is particularly the case as they accumulate wealth and their financial situation becomes more complex.
That's when professional financial advice can help. RSM Financial Services Australia offers the Eyre Peninsula community the opportunity to draw on the experience they have gained from their 97-year national history and from more than 25 years of servicing the EP.
David McArthur and Daniel Cundy are committed to providing transparent, objective and personal financial advice to all types of individuals and businesses.
They understand the value of partnership, working alongside you with your accountant and financial institution, which is why they work within and often in conjunction with the local RSM Australia Port Lincoln office.
The power of being understood
Understanding the real needs of each client's situation is more than just the numbers on a page.
The experienced advisers at RSM provide customised portfolio management and personalised financial strategy that can better position you to reach your long-term investments objectives.
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Ensuring that your financial position is understood with a clear direction which will reduce many of the financial burdens and unwanted stresses.
This proves particularly important for farming and business owners where continuing the hard work from the previous generations is a key objective.
Constructing a suitable succession plan or risk management strategy gives confidence and peace of mind that your family's financial future is secure.
The RSM Financial Services Australia team is passionate about helping clients to meet their goals and aspirations, whether they be financial or lifestyle-driven.
Services provided include:
- Wealth accumulation
- Superannuation advice and strategy
- Share portfolios
- Retirement planning
- Personal risk insurances
- Estate and succession planning
- Cash flow management
With the recent Royal Commission and the departure of many bank advisers, this has resulted in much confusion and concern regarding the management of an individual's financial affairs.
It is only reasonable that the public seeks alternative advice regarding their wealth management, personal protection and retirement planning, particularly one that is free from bank influences dictating the advice provided.
RSM Financial Services Australia is that alternative, and dedicated to providing clear, personalised advice customised to suit you.