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- Helping South - East Queenslanders Since 1996
Why us
The highest dividend money pays is how we spend our time.
That’s why we love our Dream Board. It started with one photo and has grown into something pretty special – a vibrant tapestry of lives being lived to the fullest. It’s filled with snapshots of family holidays, retirement celebrations and round-the-world adventures, quiet achievements and bold new beginnings.
These aren’t staged photos or stock images. They’re real moments from real clients who were excited to share their wins. Because when you turn good planning into great memories, that’s worth celebrating.
For us, this wall is more than decoration – it’s our daily reminder of what truly matters. Because while we work with numbers, we measure success in memories made, dreams realised and lives well-lived.
- Our team
The RFS Family
Our team has grown together since 1996, creating something special: a place where expertise meets empathy. Becoming specialists while never losing sight of why we do this – to help great people live better lives.
While we’ve picked up industry awards along the way, what really makes us proud is seeing the same faces year after year – both on our team and in our client meetings. Many have been part of our story for over 15 years.
IT'S PERSONAL FOR US
We’re the first call our clients make – whether they’re celebrating a win or facing a challenge. Why? Because we pay attention. No jargon, no judgment. We’re here for the high-fives and when problems need fixing.
25+
In-depth knowledge of proven financial expertise
20+
A dedicated team of financial experts at your service
500+
Serving a thriving community of satisfied families
- Why us?
Why Work With Us
Time tested
Since 1996, we've been a steady hand through market ups and downs, rule changes, and life's curveballs. Our team combines deep technical expertise with decades of real-world experience – because the best advice comes from understanding both numbers and life.
Expert advice
We're privately owned and hold our own financial planning licence. This means we provide advice that makes sense for you, without pressure or influence from a big institution or corporate headquarters.
Eyes on the horizon
While you're getting on with life, we're watching for ways to help you get ahead. If there's an opportunity or risk that could impact you, you'll hear about it.
We pay attention
Markets change. Rules shift. Life happens. We stay on top of it all because that's what you need us to do.
More than clients
Good financial advice takes time – time to understand your story, your goals and what matters most. That's why our clients stick with us for the long run, and why they send their friends and family our way too.
A call away
When something's on your mind – good or bad – we're here. No call centres, no AI bots, no bouncing between departments. Just direct access to team members who know you and your situation.
Getting the details right
Small things add up. We dig into the details, leaving no stone unturned to put you in a better position. Because that's where good advice becomes great advice.
We say it how we see it
No sugar coating or shying away from uncomfortable conversations. Just clear advice about what we think works best for you, and why.
Where technical capability meets real-world understanding.
Our Core Beliefs
Care
We treat everyone like family
Non-negotiable. Everyone deserves the care and respect we'd give our family members, and we don’t settle for anything less.
Community
Only the right people get on the bus
We're pretty selective about who joins us on this ride – both as team members and as clients. When the fit is right, we create something powerful where everyone helps each other succeed.
Fun
Serious about success (and having fun)
We practise what we preach, encouraging both our team and clients to pursue their passions and interests. Because financial planning should help you enjoy life, not put it on hold.
- Testimonials
What our clients say
Frequently asked questions
RFS Advice is recognised for its award-winning financial planning services, client-focused approach and expert team of financial advisers. We provide comprehensive, customised strategies to help clients achieve their financial goals.
We have been offering financial advice on the Gold Coast for over 25 years, building a strong reputation for trust, expertise and outstanding client service.
Yes, our firm has won a range of awards, which is why we’re regarded as an industry leader in financial planning, wealth management and aged care financial advice.
Our financial planners stay updated on industry regulations, market trends and best practices, ensuring clients receive the highest-quality financial guidance. Just as importantly, we make sure our advice is tailored to your unique circumstances.
We prioritise continuous professional development, advanced training and compliance with evolving financial regulations, ensuring our team remain industry leaders.
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