About RMA Financial Planning
Retirement should be a time when you have financial security and lifestyle flexibility. Unfortunately this is not always the case and for many it can be a time of worry and uncertainty.
RMA Financial Panning is a financial planning business based in Dunsborough owned and operated by Rob Allison. We provide services to clients from Margaret River through to Perth and we specialise in retirement planning, superannuation and personal risk Insurance.
We help and guide people into retirement through the use of effective intelligent strategies aligned to their goals and objectives, which in turn provides peace of mind and financial security.
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Why investors may need to look beyond the index for opportunities
With major banks and miners dominating the market, investors may need to look beyond the index for quality opportunities.
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The importance of choosing a beneficiary
When you have an insurance policy or a superannuation fund, it’s important you nominate a beneficiary, as this tells your insurer or super fund who you want to receive your benefits in the event of your death.
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If it looks convincing, take a moment to check
Scam investment videos can look polished, familiar and credible. A few simple checks can help protect you from handing your hard-earned money or personal information to the wrong people.
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