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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Manage capital gains tax and boost your super
If you make a gain on the sale of an investment, capital gains tax (CGT) can eat into your profits. But the good news is you may be able to use some of the sale proceeds to help you save on tax and grow your super. It involves making a super contribution and claiming a tax deduction to reduce your tax bill.
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Five top tips for financial wellbeing
We know that financial health can be just as important as physical and mental health when it comes to your overall wellbeing.
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Building mental resilience for life’s unexpected challenges
In today’s fast-paced world, we all face challenges like career changes, retirement transition, health issues, or personal loss.
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