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Important information

As a result of the coronavirus (COVID-19) situation continuing to unfold, we have made some important business decisions to ensure we can continue to support you through these uncertain times and keep your own health and safety at the forefront of our minds.

Commencing Monday 23 March 2020, the Retirement Victoria office will close to client meetings, with only business critical staff, including our administration support team, operating from the office on a reduced person basis.

All advisers, Client Service Officers (CSOs) and other support function will continue to work full time but remotely away from the office.

What this means for you


For more than 15 years, the team at RV has built a wealth of knowledge and experience to facilitate and help guide you towards better planning your future.

The foundation of RV was built on servicing Victorian teachers and the public sector community. RV now touches many others from across different parts of Australia with the same consistent goal to help you with quality advice in superannuation, retirement planning and other financial advice needs.

Our experienced advisers have been carefully chosen on the basis of their qualifications, integrity and their ability to understand and meet the needs of clients. Our expertise is built on technical skill, sound strategy development and the ability to explain complex issues in a way which you can easily understand.

Words from existing clients…

Jacinta Richards

“Rob has particular expertise and experience in financial management for educational professionals and is able to make his considerable understanding of superannuation, retirement options and financial possibilities accessible…”

Paul Tomat

“I made a decision to be a client of RV 11 years ago. A decision that I have not regretted to this day. I’ve had 35 years in education and RV has a very clear understanding of the superannuation scheme I’m in.”

Leigh Hobbs

“For the past 10 years, Raymond has been my much-appreciated adviser… For I am extremely grateful to have such a completely professional, patient, knowledgeable and trustworthy gentleman to rely on in matters where confidence and trust in the advice offered are paramount.”

Des Rock

“Lisa is a caring and thoughtful adviser who is passionate about her role and helping clients manage their financial affairs, particularly their super and general investments…”

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SUPERANNUATION

Super can be complexed especially as you approach transition to retirement age and start considering various options available. RV advisers can help you to work out the level of savings you need to live the style you want, as well as finding tax-effective ways to structure your nest egg.

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RETIREMENT PLANNING

Do you know how much you need to live a comfortable life in retirement? An RV adviser can sit down with you and start planning what you will need to do now, to live the lifestyle you want in retirement. We will guide you each step of the way.

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FINANCIAL ADVICE

We use simple everyday language to help you understand the advice process, and your RV adviser will guide you through what you need to do each step of the way to ensure your financial matters are on track and remain on track.

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AGED CARE

According to the Australian Bureau of Statistics, over the next 40 years Australia’s population over the age 65 is expected to grow to more than 23% of the population. Demand for aged care accommodation will grow accordingly.

WHAT TO EXPECT