Rhain Williams CFP®
About Me
Rhain decided to enter the wealth management industry in 2009 based on a deep passion to help people improve their financial position, and to ultimately improve their lives. Prior to moving to the Sunshine Coast in 2017, Rhain gained extensive experience in financial services in Melbourne, working with some of Australia’s leading wealth management businesses.
Rhain provides holistic financial planning strategy advice to ensure his clients’ overall affairs are structured optimally.
Rhain also specialises in establishing, reviewing, and actively managing tailored investment portfolios for medium-to-high net worth individuals and families. Rhain spends considerable time understanding his clients' specific objectives, and ultimately designs tailored and unique investment portfolios for each client. In particular, Rhain aims to achieve the best possible risk-adjusted net investment returns for his clients by paying close attention to the following 4 key areas - asset allocation, underlying investments, tax considerations, and overall fee structure.
Areas of Focus
- Aged care
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 13 Years
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Licensed By Morgans Financial Limited