RACQ Financial Planning does not manufacture or market its own products. We have access to a wide range of carefully researched solutions from across many providers. Our investment portfolios are designed via a robust centrally managed process; we aim to provide quality and consistency in pursuit of a better investment experience.
Existing solutions: We will assess whether your existing investments and structures are appropriate for you now and into the future. We are perfectly comfortable to leave your existing solutions in place where they meet your needs.
New solutions: We will let you know if we identify gaps in your current plan. Where adjustments are required we will assess whether it is appropriate to amend your existing solutions or implement new solutions aligned to your needs.