Company Profile

RFS Advice Pty Ltd (RFS)

RFS Advice is an integrated advice business based on the Gold Coast that provides tailored strategies in wealth creation and management through efficient use of income and capital appreciation. Our ongoing success has to be based on improving our clients’ net asset position.

“We believe that we are only successful if we are making a material difference in our clients lives. We want to be there when all the hard work pays off and our clients reach that ‘Work is optional’ decision.”

Working with our accountant colleagues, RFS helps our clients understand their current financial position, what they will need and how they are going to get there whilst protecting their families and businesses along the way.

Implementation, monitoring and review are key to achieving our successful client outcomes and we have a business that is appropriately resourced to do it.

The business has three components
  1. Financial Advice provided by senior experienced advisers in both Wealth Management and Family and Business protection. This is backed by an outstanding administrative team who all hold financial industry qualifications or are in the process of completing them.
  2. Credit advice through our subsidiary, Mortgage Elimination Services (MES), is managed by a team with over 20 Years experience in personal and business lending solutions.
  3. Setting and ongoing servicing of their packaging.

RFS is an award winning business with a terrific team who understand what our clients want.

Value Proposition

Our advice must be able to make a meaningful positive difference in our clients lives.

OUr purpose

We inspire people to live their ideal life by helping them to achieve financial certainty.

RFS Advice are proud members of the following associations

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