Clarity, quality and continuity in caring for clients are the cornerstones of our approach.
Retirement Victoria (RV) provides quality retirement planning, financial planning and risk insurance services. About 70% of our clients come from the public sector and around 30% from the private sector.
Retirement Victoria is a privately owned advice business specialising in the provision of quality retirement planning and financial planning services. Within the Victorian Public sector, Retirement Victoria has a high level of recognition for expertise, service and clarity in planning. RV works closely with members of the Victorian teaching service.
For over 15 years, the team at RV have built a reputation for technical skills and knowledge, sound strategy development and the ability to explain complex issues in a way which is easily understood by clients.
The team of staff have been carefully chosen on the basis of their qualifications, integrity and their ability to understand and meet the needs of clients.
All financial planners hold a university degree and appropriate postgraduate qualifications.