At Bellarine Financial Solutions we help you make the most of your finances no matter what stage of life you are in.

We do this by listening to you, understanding you and considering your circumstances. We then help you to establish goals, understand your financial planning options, implement a strategy, and enjoy your life.

We know financial advice is as much about lifestyle and relationships as it is about money – that’s why we pride ourselves on providing long-term, holistic advice. Our clients are so happy with our service, they refer their friends and family to us.

Bellarine Financial Solutions is a part of RI Advice Group, who has been providing financial advice to everyday Australians since 1979. If you would like to know more about RI Advice Group you can go to their website.

Some of the Services we offer our clients.

Professional Advisors

With nearly four decades of experience in the industry, the team at Bellarine Financial Solutions are experts in providing informed financial advice. No matter what your situation, our team is able to make a detailed evaluation and recommend the best course of action for you. We always take a thorough approach to financial advice, always taking the time to gain a deep understanding of your current situation, as well as your future goals and needs. We understand that certain financial matters are highly sensitive areas, which is why our advisors always operate with the utmost professionalism and discretion. We ensure confidentiality at all times.

Wide Range of Services

At Bellarine Financial Solutions, we provide informed financial advice, no matter your situation. We offer a wide range of services designed to cover any financial concern you may have. All of our services are offered with the same level of care and professionalism. Just some of our services include:

Wealth planning
Superannuation advice
Retirement planning
Personal Risk Insurances
Business Risk Insurances & Succession Planning
Self- Managed Super Funds
Managed Funds/Investment
Budget & Cash Flow Management
Aged Care & Social Security Advice

We Put You First

At Bellarine Financial Solutions, we offer the breadth of services of a large firm, alongside the personal care that only a small business can provide. We are dedicated to helping every day Australians manage their wealth and plan for the future. There is nothing we love more than watching someone achieve their financial goals, so we always work with your best interests at heart. No matter what stage of life you may be in, our team can help you maximise and maintain your wealth. Whether you’re saving for your first home, building your investment portfolio, or preparing for retirement, Bellarine Financial Solutions can help you make the most of your finances. It’s never too early or too late for quality financial advice.

RI Explainer Video

What is Adviser-Led Super?

RI 40th Anniversary

We would gladly recommend any new clients to contact Sandy for their financial planning needs.

Just wanted to thank you for your service, you have helped shape our future in organising our finances so we can look forward to retirement. I would like to give the following testimonial for your service to us.

We have been clients of Sandy Miller's of RetireInvest for 14 years. We have been more than pleased with the financial advice and guidance given, the total planning done for us, and consequently the financial gains we have received, especially in today’s volatile market. We have found RetireInvest very efficient with good communication with all of our dealing, and yet maintaining a personal and friendly service.

Sandy has worked closely with us over the last year to ensure we are on track to being financially secure in our retirement and making sure we reach our personal financial goals. Being in our mid 20s, we can rest easy knowing we have a retirement plan and all the insurances in place to protect our needs. The service Sandy provides is of a high standard and we recommend Sandy and her team to anyone wanting to get on the right track with their finances.