Life & Financial Services
Life and financial services are offered through our associate company, RIS Financial Solutions Pty Ltd.
RIS Financial Solutions is a boutique financial planning practice established to deliver individually tailored solutions. Financial advice and strategies are based on the whole of life approach coupled with an intricate understanding of a client’s personal and financial position. This way, the delicate balance of integrating the two is a seamless process that offers peace of mind and greater understanding.
Our principal, Jeffrey Bunton, has over 27 years experience and offers an intricate knowledge of the complexities of successful financial planning and the choices people face. Our unique planning methodology is designed to uncover your financial and emotional goals as well as highlight the trade-offs between your established priorities.
Together with the wealth of experience we offer:
- A qualified and certified financial planner
- A client focused approach
- A specialist in corporate superannuation design implementation and management
- A strategic approach to financial and retirement planning
- Expertise and extensive network for:
- Key man strategies
- Partnership protection
- Buysell agreements
- Business succession protection and agreements
- Taxation and business structure specialists
Some common products include:
Income protection insurance
Life insurance
Trauma insurance
Key man insurance
Superannuation
Partnership buy-out
Financial planning
Financial Services Guide (RIS Financial Solutions Pty Ltd)
Please download and read our Financial Services Guide which is designed to assist you in deciding whether or not to use the services offered by RIS Financial Solutions Pty Ltd.
RIS Financial Solutions Pty Ltd ABN 99 109 084 951 is a Corporate Authorised Representative (No. 277482) of Millennium3 Financial Services Pty Ltd ABN 61 094 529 987 AFSL – Licence number 244252 – 7/50 Borthwick Avenue, Murarrie QLD 4172.
