Rucker Financial Employee Directory

When the Rucker team manages your overall portfolio, you receive regular reviews of your situation and how this may affect your circumstances. This means you are kept informed of changes in the market that affect plans created for you. This integrated approach ensures that you have a relationship with your Rucker financial planner and are not simpl... y a number. Whatever your stage of life, we can help you with: Wealth protection insurance for your family and business: Insuring your car, home or other possessions make sense. So why do so few of us insure ourselves? If illness or injury stopped you from working for an extended period, could you keep paying your bills? If you've overlooked insuring yourself, do not overlook contacting Rucker today! Retirement planning, social security and aged care advice: We help you prepare for retirement. This includes setting up plans so you have an income stream in retirement that meets your living needs. We also advise if you qualify for additional social security benefits. Portfolio management: Regular reviews means you remain updated with changes to law or in the markets. Investment advice: We help you invest in assets that suit your comfort level, including bank deposits, fixed interest, cash, listed property and shares. Superannuation: Which is right for you: Managed Fund or Self Managed Fund (SMSF)? We'll compare for you.Read More