At Bountiful Wealth, we help you make the most of your finances no matter what stage of life you are in.
We do this by listening to you, understanding you and considering your circumstances. We then help you to establish goals, understand your financial planning options, implement a strategy, and enjoy your life.
We know financial advice is as much about lifestyle and relationships as it is about money – that’s why we pride ourselves on providing long-term, holistic advice. Our clients are so happy with our service, they refer their friends and family to us.
Bountiful Wealth is a part of RI Advice Group, who has been providing financial advice to everyday Australians since 1979.
Here’s how we can help you!
Just as you wouldn’t leave the house without a map or GPS to plan to reach a destination far away, financial advice is a structured way to plan your financial prosperity and security. A financial adviser will guide you by:
Helping you identify the 'destination' of your personal goals in life, such as an early retirement, travelling or building funds for children's education. Planning the best 'route' by developing strategies for saving, investing and contingency plans to protect your plan against life's hazards along the way. Assisting you to 'navigate' along your chosen route by keeping you on track with regularly reviewing your direction and adjusting as required. Our financial planners take an all-inclusive view into all your finances and goals, so we can create a custom financial plan that will take you where you desire to be financially. We explore all opportunities and all strategies that will set you on the best path for success.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchAt Bountiful Wealth, we believe that the fee you pay should reflect the service provided. We charge highly competitive fixed advice fees dependent on complexity and service frequency. All fees are fully explained and agreed with you prior to commencement of the Statement of Advice.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 13
- First year providing advice 1999
- Years of experience 25
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Highest qualification
- Diploma of Financial Planning (1-8)
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Language spoken
- English
Bountiful Wealth
Building 12, Unit 12c, 2-4 Flinders ParadeNorth Lakes, QLD 4509
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
RetireInvest
AFSL 238429