Making Work Optional
- Financial Advice For Women
Financial planning for ladies calling the shots

- Financial Advice For Women
Financial planning for ladies calling the shots
You’re in a position where you’re making all the financial decisions.
You have a lot of questions, but it’s a tricky topic to discuss with your friends, so you either spend too much time worrying about it or put it out of your mind.
RFS Advice is here to shoulder the burden of your finances. We simplify, organise, and take care of your money so you can focus on the things in life that really bring you joy.
Get a financial friend
We're your financial friend, someone you can talk to about your finances and lifestyle without feeling judged or awkward.
Spend, splurge, and save
Buy the essentials and treat yourself to the extras without guilt because you know your money will last the distance.
Look forward to a bright future
You've been through a lot. With your finances taken care of, you can look forward and feel confident that you have the money to live a happy and comfortable life.
- Our expertise
With us by your side, you can take control of your finances and feel empowered. We help you understand how your money contributes to the bigger picture of your life.
Life is yours to define. We help you clarify your goals and design a financial plan that makes them happen, whether you want to retire, travel, or create a legacy.
If you’re no longer on the same path, we help you update your retirement strategy so you can still live the lifestyle you want and stay financially secure.
Get clear on the principles that guide your investment decisions. We’ll help create a practical charter that keeps everyone aligned and makes decision-making smoother for years to come.
Now things are different, it could be time to reconsider your investment options. We make it simple so you can make informed choices that work for you.
It’s easier to manage money when you have your very own crew cheering you on. Our trusted specialists are with you every step of the way.

With us by your side, you can take control of your finances and feel empowered. We help you understand how your money contributes to the bigger picture of your life.
Life is yours to define. We help you clarify your goals and design a financial plan that makes them happen, whether you want to retire, travel, or create a legacy.
If you’re no longer on the same path, we help you update your retirement strategy so you can still live the lifestyle you want and stay financially secure.
Get clear on the principles that guide your investment decisions. We’ll help create a practical charter that keeps everyone aligned and makes decision-making smoother for years to come.
Now things are different, it could be time to reconsider your investment options. We make it simple so you can make informed choices that work for you.
It’s easier to manage money when you have your very own crew cheering you on. Our trusted specialists are with you every step of the way.
You don't have to do this on your own
RFS Advice is here to help you make savvy financial decisions.
Frequently asked questions
Women often have unique financial challenges, such as career breaks for caregiving and longer life expectancies. Our financial planning for women services help you navigate these challenges with tailored strategies to build and protect your wealth.
RFS Advice, which specialises in financial planning for women, offers tailored investment strategies, wealth management and retirement planning to help women build financial independence and security.
Women managing family finances should focus on budgeting, superannuation contributions, estate planning, and tax-efficient investments to secure their family’s financial future.
Professional financial advice helps women make informed decisions about their finances, offering expert guidance in investing, saving and protecting wealth.
What Clients Are Saying About Us
Niki has been excellent and along with the excellent reviews of the company, the main reason we chose RFS to invest our funds. Niki is extremely knowledgable and patient and has been very helpful regarding out NZ super funds and the process to get them across to Australia.
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