Our Wealth Management Advisers are equipped with the qualifications and experience necessary to better assist clients managing and safeguarding their wealth. Our aim is to develop holistic strategies that help to achieve your financial goals, whatever they may be.
The adviser team at RM Capital has access to a comprehensive range of investment options, products and planning tools. We have the ability to maximise opportunities by leveraging the intelligence across our many specialists.
This variety means that no matter whether your objectives are long-term or short term, to minimise risk or to grow your wealth, we can work with you to provide the best opportunities of fulfilling them.
We recognise that every investor is different, our advisers are able to prepare detailed financial plans customised to meet your goals. Whether you are seeking advice for the first time or an experienced investor wanting new opportunities, we can ensure you will receive the right attention.
RM Corporate Finance knows emerging companies. We specialise in small to mid-cap companies, providing expertise on capital raising for both listed and unlisted companies, underwriting and sub-underwriting, acquisitions and divestment.
Our advisers follow a simple yet effective approach to delivering advice
- Understand – your goals, needs and personal circumstances and experiences that may affect the advice you require. No two clients are ever the same
- Develop – strategies based on an in-depth understanding of you. We seek to identify opportunities to deliver outcomes and provide growth
- Engage – discuss and work with you to ensure you are happy and confident that as a team, you are working towards your goals. Keeping you up-to-date and informed on every aspect of your strategy
- Review – regular reviews ensure your strategy develops if and when your circumstances may change
Services
All Wealth Advisers at RM Capital are equipped with the skills, knowledge and experience to deliver an exceptional level of tailored financial advice. Helping clients manage their finances and grow their wealth is our number one priority. Our Wealth Management team can offer;
- Full-spectrum financial planning
- Wealth creation and maintenance
- Superannuation and retirement planning
- Insurance
- Estate planning
- Direct Equities
- Corporate Advice