INVESTMENT
ADVICE
Build and safeguard your wealth with expert advice from our investment advisors.
We are experts
IN INVESTMENTS
You want to know that your investments are on track to achieve your goals and not have to worry about the level of risk you need to take to get there.
Our investment advisors will create an investment strategy that is right for you, whether you’re new to investing or an experienced investor. We’ll also give you expert tax planning so that you don’t pay any more tax than you have to.
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People We’ve Helped
TO INVEST
Meet Rob
‘I realised that I needed professional advice, because this is the one thing I had to get right. Shaun has taken the time to get to know us as a couple and as a family and understand our lifestyle. It’s such a comfort blanket and you can rest a bit easier, knowing that you have done the right things.’
Meet Di & Trevor
‘People just don’t understand what’s possible without taking financial advice and we certainly didn’t think that this lifestyle would be possible. You do need to get professional advice, you can’t do this alone. Thanks to Sue and the Riverfall team for pulling out the stops and enabling us to have a financial future we didn’t think was possible.’
Meet Viv & Steve
‘It’s such a massive decision and you worry about who you can trust. We had a great connection with Jessica and trusted her instantly. Thanks to Jessica and Riverfall we are now happily retired, sooner than we had thought possible.’
Meet Lindsey
‘Trust is so important. For me it’s more than trust though, I have to like the person I’m dealing with, feel they’re on my wavelength and can understand where I’m coming from and what my husband and I want from our retirement planning’.
How we can help
with YOUR investments
Balancing risk with reward
Making good investments is all about selecting the balance of risk and reward that will enable you to achieve your goals. We’ll create an investment plan to ensure your investments will take you to where you want to go, with the least amount of risk along the way.
Evaluating tax-advantaged investments
After you have used all your standard tax allowances there are tax efficient investments that benefit from favourable tax treatment, but some of these can be excessively risky. We have the expertise to sort the “wheat from the chaff” so that you can make the right choices with confidence.
Reviewing performance
Have you accumulated a variety of different savings and investments over the years? When last did you review their performance? Our comprehensive investment review could improve your returns and reduce costs, and take advantage of tax and legislation changes to optimise your investments.
LET’S CREATE YOUR INVESTMENT PLAN
We’ll create a plan for your investments that takes you to where you want to go.
Your Life
Because it’s about your life, not just your money
Where are you now, and what do you want to achieve?
Our Advice
Converting theory into reality
We use our expertise to build and safeguard your wealth.
Your Plan
Without a plan, it’s just a dream
We create a pathway to what you want to achieve in life.
OUR EXPERT’S VIEW
Emotions can lead us to make poor financial decisions, not a recipe for long-term wealth creation. A picture paints a thousand words, so we take a look at what emojis can teach us about investing!
Shaun Brennan DipPFS BSc (Hons), Financial Planner
Please be aware that tax efficient investments invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies. The value of the investment and the income from it can fall as well as rise and you may not get back what you originally invested, even taking into account the tax benefits.
Tax treatment varies according to individual circumstances and is subject to change.
Let’s talk
Do you want to build and safeguard your wealth?
Book your free initial consultation with one of our expert investment advisors.
WHAT OUR CLIENTS SAY
What our clients think of our service is what matters most to us and we are proud of the feedback we’ve had from more than 200 client surveys. Our overall satisfaction score is 93%.
Read Our Magazine
‘The Bridge’
Communicating with our clients is important to us, so we create our very own in-house magazine, into which we pour the expertise of the Riverfall Financial team.
It’s free, it’s exclusive and it’s full of insight from our expert investment advisor.
How can we help you?
