about us


Whether you’re just starting out, building for the future or looking forward to putting your feet up for a well-earned break - whatever stage of life you’re in - we can help you make the most of your finances.


Everyone's different, of course, but there are some things our clients often confront that can have a significant impact on their finances. See what our existing clients say about us.

Greg and Dianne Stewart

“Both Greg and I felt extremely positive about our financial future after our meeting.”

Carl Guglielmino

“After I have received the documentation from the Fund Manager in relation to the new arrangements with investment that you have setup, I must say that the process has been handled very professionally by you and your team at RI. Thank you."

Daniel & Glenys Ryan

“We have been clients at RI Williamstown for over 10 years in which time we have had the best of advice & service you could ask for.  Also when a home visit was called for it was never a hardship or a problem. We also appreciate the friendly & professional manner in which the staff respond to any request we have made.”

John Boyle - Solicitor

“I have known Bernie Cooney for a period in excess of 17 years. In the period of time I have known him and the team members that work with him, I have found in a financial planning perspective, the advice to be the most professional, courteous and of the highest integrity. 


I have no hesitation in recommending Bernie as a financial planner to any of my clients and members of family that may require his professional expertise.”


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