You
You are the centre of the service model because it is your goals, values and realities that drive your financial plan, education, day-to-day support and peer networking plans.  We listen seriously to you and strive to understand you through one-on-one meetings and questionnaires as well as regular learning and networking events.  We take your satisfaction seriously, which is why we invest regularly in client satisfaction surveys.

Financial Planning
Financial planning is the process of evaluating your current long-term investment plans and risk management tools to ensure that your are taking steps today that will allow you to retire at your desired aged and lifestyle.  In this review, we ask ourselves – how ‘good’ is your current financial plan now?  What needs to be done? What is it doing for you?  What should it be doing? 

Day-to-Day Financial Support
Financial plans are created for the future, but financial decisions take place every day – especially in the lives of business owners.  The Rice Team offers day-to-day support, allowing you to focus on your business while knowing that you are making the right decisions.
Click here to see a list of day-to-day financial support examples.

Peer Networking
Primarily Women Business Owners – have evolved into a valuable networking group.  We facilitate this by offering you several professional forums and learning events where women business owners can learn and network together.