At RetireInvest Clarence Valley and Mid North Coast we enjoy getting to know our clients so we can find out what is important to you. In the financial planning process, you are the most important part. Helping you define and meet your goals and aspirations is what drives and motivates us. If you decide to become a client, we will work together in a practical manner to achieve your objectives. We will use our experience, knowledge and expertise to guide your through the maze of options available and ensure you optimise your ability to be smart with your money.
RetireInvest Clarence Valley and Mid North Coast is owned locally by Simon Reid and his wife Kate. We have the backing and support of the National RetireInvest Advice group known as RI Advice. RI advice been in the industry for over 40 years and has over 120 advisers across the country. RI Advice is whole owned by the ASX listed company IOOF. IOOF has a 150 year history of helping people improve their financial position.
Our practise was chosen as the practise of the year from over 50 advice practises in the same category. The high calibre of talent and experience within the team has helped the practise to grow and and meet the qualifying criteria of a practice of the year winner.