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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Life insurance at tax time
You may be wondering if you can claim your insurance premiums as a tax deduction or have to pay tax on an insurance payout. In this article we cover a range of common questions about life insurance and tax.
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Want a flourishing retirement? Plant seeds of financial security
As the old saying goes, the best time to plant a tree was 20 years ago: the second-best time is now.
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Why diversification matters more in a concentrated market
Harry Markowitz, the Nobel Prize-winning economist who pioneered modern portfolio theory, famously described diversification as the only free lunch in investing.
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