RI Newcastle and Lower Hunter

RI Newcastle and Lower Hunter is a financial advice practice operating in Maitland as a Corporate Authorised Representative of RI Advice Group Pty Ltd. The practice is part of RI Advice Group, formerly known as RetireInvest. Gil has been with RetireInvest since 1996, and Chris since 2000. The business provides financial advice services including retirement planning, aged care, Centrelink, and estate planning. RI Advice participates in Cancer Council's Financial Planning Referral Service.

Financial planning and advice for retirees and long-term clients is the recurring focus at this Maitland practice, where Chris, Gil, Paul, Heather and Olga are named repeatedly in feedback. Reviewers consistently highlight the depth of knowledge on show, particularly around allocated pensions, estate planning and adapting strategies when health or employment circumstances change. A number of customers describe receiving clear, patient explanations and timely responses to emailed questions, often within a day, with projections that give confidence about the future. Long-standing relationships are a common thread, with clients noting they have stayed for many years and through difficult market periods, feeling looked after like family.

The helpfulness of the wider team, including assistance with Centrelink matters, comes up often, as does the sense that advice is delivered with integrity and genuine care. Annual reviews are mentioned as thorough and efficient, with changes implemented promptly and sympathetically. Clients who joined after retiring from work report being in a stronger financial position than expected, and the practice is frequently described as professional, personable and trustworthy across a range of needs including pensions, estate planning and general financial management. Many say they would happily point friends and family towards the service.