For the past ten years Raymond Wilkinson has, at Retirement Victoria, been my much appreciated advisor regarding superannuation and related financial matters. I do not use the term ‘appreciated’ lightly, 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 is paramount.
Lisa is a caring and thoughtful adviser who is passionate about her role and helping her clients manage their financial affairs, particularly their superannuation and general investments.
She is readily available to her clients. Lisa is an active sportswoman with a bright outlook on life.
I made a decision to be a client, of Retirement Victoria, 11 years ago. A decision that I have not regretted, to this day. Yes, I went to a few financial institutions, before settling with RV. I’ve had 35 years in Education, RV had a very clear understanding, of the Superannuation Scheme I was in. Especially with the 54/11, defined benefit option. My current advisor is Steve McIver. When I meet with Steve, discussions related to: current market trends, regulatory changes, any change in my personal, financial goals. Along with my personal risk assessment & any changes to my account, to improve performance. Steve demonstrates currency, in market trends & investment strategy.
The efficiency, of his Personal Assistant… Victoria, is 2nd to none. A vital lynch-pin, within the team. At a personal level, I’m made to feel at home & comfortable, in an amicable environment.
This welcoming atmosphere also extends to Katrina at the reception. On arrival, I’m greeted by my first name. A rare trait in a modern, corporate world, where one is sometimes made to feel, like just a number…not so here. Her organized dedication, to her duties, is an asset to her employer. Not to mention, the cup of coffee, is a very much appreciated gesture, on arrival… I have no hesitation in recommending RV, to people who are in need, of financial investment strategy, in retirement.