features

top links

 

latest Information

Financial Calculators
Unclaimed Money
Scams and Warning

Risk and Investment Advisors Australia

RIAA is a boutique advisor group representing some of the most experienced financial planners in the industry, committed to securing a better tomorrow for their most important asset – the client.

Our advisors are self-sufficient professionals who want a real partnership with their dealer group, one which provides security and support, and the freedom to do what they do best.

RIAA provides this by offering its advisors a strong and secure operating model, without taking away that personal touch which has made their business what it is today.

Our Core Values

As Advisors under Risk and Investment Advisors Australia Pty Ltd, we are aligned in our beliefs that providing quality advice to meet individual needs is paramount. RIAA is a trusted brand that holds you the client's best interest at heart

Introducing our Service
Our role is to understand your financial needs and objectives, and recommend solutions that help you to satisfy those needs and meet your objectives.
  The process that we will follow will include:
  1 Providing you our Financial Services Guide, Advisor Profile and a Privacy statement that details how we will deal with your private information. This information will detail what we can do for you and provide a path to agreeing a basis for providing our service to you.
  2 Our Advisors will obtain the relevant information about your financial needs and objectives and your current financial affairs so that they can provide the most appropriate advice.
  3 Researching the solutions that are designed to help you to satisfy those needs and objectives. Recommending only high quality products approved by Risk and Investment Advisors Australia Pty Ltd (RIAA).
  4 Providing you with a written Statement of Advice (SOA) which sets out our recommendations and the basis for them, the key issues involved and our remuneration for providing our professional advice to you.
  5 Discussing the Statement of Advice with you, providing and explanation you require, and varying the recommendation if necessary.
     
    Proud Supporter of