We help you make the most of your finances. Whatever stage of life you’re in.

At RI Berwick, we have the expertise, the experience and the resources to help you get wealth, grow it and keep it safe.

RI Berwick

We help you make the most of your finances. Whatever stage of life you’re in.

Starting to invest?

Create your own personal wealth by using your money to increase your assets, reduce your expenses and protect your lifestyle.

Protect your investment

Safeguard your assets with strategic investment and money management to ensure a comfortable retirement fund.

Plan for retirement

Wherever you are on your road to retirement, it’s never too early to start planning for the future.

Read some of our Case Studies

Find out how we might be able to help you. It’s never too late to identify your goals.

Make an appointment with a friendly adviser

Meet with one of our advisers and get ready to start making the most of life.

Expert financial advice at every stage of your life.

We all want to make the most of this life. And while that means different things to different people, money always has a role to play. We have the expertise, the experience and the resources to help you

  • Start to invest – through mortgage and debt management, cash flow and investment strategies, income and budget planning, tax effective and government benefit friendly investments.

  • Grow your investments – we look beyond cash, fixed interest, property and shares to develop sensible investment strategies that fit your life and the things you want to achieve.

  • Protect your future – safeguard both your and your family’s financial future with appropriate insurance, estate planning and aged care financial advice.

  • Plan for retirement – whether your money is in super, investments, a self-managed super fund (SMSF), or your family business, we can show you how to plan for the retirement you want.

  • Enjoy your money – our expert financial advisers can do the legwork and the headwork for you. So you can get on with life, confident that the financial side of things is properly taken care of.

News and Resources

Visit the Knowledge Centre for this month’s latest news

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Online Services

The tools and information you need to make the most of your finances

Tools and Calculators

A useful toolkit to help you manage your money.

Plan your budget, work out what it will take to reach your savings goals or plan for you retirement with our useful tools to plan your financial future.

News and Resources

Read the latest updates and helpful resources.

Follow our weekly Market Wrap or read our quarterly magazine, InTouch. Whether you’re just starting out, building for the future, or looking forward to putting your feet up for a well-earned break, you’ll get all the latest news and insights.

Our People

Meet our dedicated, local team.

You get the best of both worlds at RI Berwick. There’s the confidence of knowing you’re with one of the most well known financial planning groups in Australia, RI Advice Group, backed by the strength and resources of one of the country’s largest wealth management groups.