40th Anniversary & 2018 Platinum Club Proprietor of the year client function
On the 18th July 2019 We were proud to celebrate our achievements with loyal clients and special guest presenters.
The evening was enjoyed by all, and included award presentations to Glen and the team for Platinum Club Proprietor of the Year (second time in a row)! The award is the result of hard work, dedication and passion for providing quality financial advice to clients by Glen and the team at RetireInvest Darwin.
Matt Olsen, Head of Research RI Advice provided a knowledgeable presentation on Interest Rates, Trade Wars, Growth Outlook & Portfolio Construction.
Paul Arnold joined us to speak about ‘how’ his work differs from others and displayed his photography for guests to enjoy. Jeanette Graham was the lucky winner on the evening and received a Paul Arnold acrylic. In true RetireInvest Darwin fashion, our loyal clients never leave disappointed and the ladies were gifted with a small Paul Arnold acrylic of their own to take home.
Our Strategic Direction
Our Vision, Intention and Mission statements reflect the attitude and commitment of all the RetireInvest Darwin team. The statements articulate ‘why we do what we do and how we want to do it'.
Our motto is for clients to “LIVE LIFE, with good advice”.
To be known as Darwin’s most respected provider of tailored financial advice for business owners and retirees.
Our intention is to build great relationships with our clients so that they may attain and maintain financial independence and security.
We will endeavor to make the complex simple and remove confusion and fear. We want every client to have confidence and peace of mind in the knowledge that they are in the good hands of their trusted Adviser.
Our mission is to provide an experience that is engaging, meaningful and of value to our clients. We will honor our clients expectations by being accessible, listening and seeking to really understand what they need and want.
By working together in partnership we will design, implement and maintain a personal blueprint of financial solutions to support each clients desired quality of life.
We help you make the most of your finances. Whatever stage of life you’re in.
We do this by considering your circumstances, helping you to set goals, and developing a financial plan to get you there. We can even do the leg work for you, giving you more time to enjoy life.
At RetireInvest Darwin, we have the expertise, the experience and the resources to help you create wealth, grow it and keep it safe. Just as importantly, we can help you enjoy it. Because real wealth is about making the most of what you’ve got whatever stage of life you’re in.
We know financial advice is as much about lifestyle and relationships, as money – that’s why we pride ourselves on long-term, holistic advice, with our clients calling on us for financial advice time and time again as their circumstances change over the years.
RetireInvest Darwin has become one of the Northern Territory’s leading providers of financial advice.