Financial Advice

Engineering Professionals

Tailored financial solutions for the engineering industry

Our Engineering clients have taught us that their profession has the time-poor issues of their fellow professionals but with the increased complication of travel, relocation and in many cases geographical isolation.

We are sure our clients’ in this sector won’t mind us saying that generally they are detail focused and while they do not lose site of the big picture, their industry has taught them to question and understand the process.

Our clients have both a primary adviser as well as a client manager to ensure any questions can be answered in a timely fashion and to minimise any unnecessary paperwork. All our recommendations are supported by written confirmation and you will have 24-hour access to your underlying portfolios to review your progress. Your data will up to date to the close of the previous trading day to help you maintain control of your savings and investments.

Your action plan

Your adviser will be degree/diploma qualified with subsequent qualifications in the advice industry. They will have a minimum of six-years financial services experience and they will be supported by a well-credentialed and trained team.

Additionally, RFS has invested heavily in its technology to ensure excellent internet and Skype support so we can regularly conduct reviews, even for the geographically challenged.

Our role is to help you take absolute control of your investments and insurances and answer the ‘How, What, Why and When’ questions!

Properly structured asset ownership is the foundation of building long-term financial independence. The move to contract based arrangements has dramatically increased the tax structures available to many clients and RFS will work closely with your accountant to minimise your tax and maximise the dollars working for you.

RFS also works with a number of insurers that specialise in the mining sector. This is relatively dynamic as insurers enter and leave the market and a review of your existing arrangements could see a substantial reduction in costs.

Your First Step

Don’t waste some of the best income-generating years of your life. Your employer and clients would not try to build anything without your expert advice and similarly that is what RFS offers you. We are experts in our field and our multi-award-winning business can help you build the future you envision.

Make an enquiry today

You can arrange an appointment with RFS Advice today by filling out the form below.

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