Our Commitment to You
Straight-Forward, Honest Advice
We believe in straight-talk, not spin.
We will take the time to understand you and make a professional diagnosis of the real issues you face. We will be clear about what you can achieve, but also what you can’t.
We will get your retirement strategy right without any unnecessary complexity.
No nonsense. No convoluted investment structures. Just the advice you need.
Specialists In Retirement
We are retirement specialists – it is our sole focus.
We are retirement specialists. It is all we do. We understand that investing for retirement is fundamentally different, and thus requires a different approach. As you approach retirement, your priorities shift, the risks you face change, and the financial decisions you make carry greater long-term significance.
A common concern is the risk of outliving your savings. Our role is to help keep you on track by aligning your investments with your expenditure so that you can enjoy a comfortable and sustainable retirement.
Service Like No Other
At River City Financial Planning, we take the time to get things right. There is no clock-watching here – we are committed to going the extra mile to deliver the advice and support you need.
We are not owned by any financial institutions or super funds. This independence means our financial product recommendations are made in your best interests, without influence or obligation to product providers.
Our advice is holistic – we provide advice on your entire circumstances, not just your super.
There are no hidden agendas. We work solely for you.
Experts in Defined Benefit Super
We have extensive experience providing specialist financial advice on the complexities of defined benefit super schemes – especially the Commonwealth Superannuation Scheme (CSS), the Public Sector Superannuation Scheme (PSS) and QSuper Defined Benefit.
We take the time to ensure that you understand all of your options under these schemes, and we work with you to maximise your benefit entitlements.
Respect and Care for our Clients
We take care to understand your goals, challenges, and circumstances. We respect your previous decisions and help you make the most of your circumstances, whatever they may be. Whether you are navigating a major life change – such as retirement, redundancy, the sale of a business, bereavement, or illness, we offer thoughtful, respectful support tailored to your unique situation.
We recognise the emotional and financial stress that can come with these events, and we approach each client relationship with sensitivity and discretion. Your privacy is paramount. What is personal will stay completely personal. All of our staff are Australian based – we refuse to offshore any roles to save costs.
Committed to our Local Community
We are proud Queenslanders, with a deep commitment to our local community. And we are committed for the long-term, building our lives and careers right here. The adviser that helps you retire will continue to look after you through your retirement. The clients that we take on are never numbers – they are like family to us. That is why we take the time to get things right. We are thorough and we don’t take short-cuts.
That commitment to quality is why industry insiders continuously refer their families and friends to us. Local people who work in super and the broader retirement sector regularly choose to deal with River City Financial Planning over all other financial advisers.