Living the Good Life
- In-Retirement Financial Advice
Living the Good Life
- In-Retirement Financial Advice
Find the financial sweet spot of your retirement
You’re enjoying retirement, but deep down, you’re unsure if you can keep up your current lifestyle despite a healthy super balance.
You may be asking yourself:
The complicated rules around super, Centrelink, tax and retirement income streams can cause further stress.
RFS Advice is an expert in helping retirees make the most of their hard-earned wealth. We cut through the complex rules and regulations so you can get it right and enjoy a simple financial life without worry.
While we love sorting out the technical stuff, our favourite part is hearing the stories of how our clients are making the most of their freedom years.
Stop leaving money on the table
Structure your super, investments and Centrelink properly so you're not missing out on thousands in benefits or tax savings.
Spend without second-guessing
Get your retirement income working efficiently so you can spend confidently on travel, family and the good life – without constantly checking your balance.
Your one and only call
From quick money questions to life's big decisions – we're your first and only call, here for it all. No question is too big or small.
- How We Can Help
Know the where, when and how of your retirement income, as we explain it all in an easy-to-understand way. No jargon.
Sleep soundly, knowing your retirement savings are optimised to provide a stable income throughout your golden years, with strategies tailored to your lifestyle and goals.
Get support and expert guidance that helps ensure your windfall is tax-efficient and strengthens your retirement and family’s future.
With regular check-ins and adjustments to your financial strategy, we help you keep on track and maintain your retirement lifestyle.
Avoid the confusion. Let us help you determine what payments and concessions you’re entitled to, so you know you’re not missing out.
Protect the wealth you’ve worked your whole life for and ensure your estate is set up to be inherited by the right people.
Know the where, when and how of your retirement income, as we explain it all in an easy-to-understand way. No jargon.
Sleep soundly, knowing your retirement savings are optimised to provide a stable income throughout your golden years, with strategies tailored to your lifestyle and goals.
Get support and expert guidance that helps ensure your windfall is tax-efficient and strengthens your retirement and family’s future.
With regular check-ins and adjustments to your financial strategy, we help you keep on track and maintain your retirement lifestyle.
Avoid the confusion. Let us help you determine what payments and concessions you’re entitled to, so you know you’re not missing out.
Protect the wealth you’ve worked your whole life for and ensure your estate is set up to be inherited by the right people.
Take the next step
Partner with a team that has helped hundreds of south-east Queenslanders
retire confidently.
Frequently asked questions
It includes budgeting, superannuation withdrawals investment management, tax planning and estate planning to ensure financial security. RFS Advice, which specialises in financial advice for seniors, can design a plan that aligns with your unique goals and financial position.
RFS Advice will help you by creating a customised financial plan that allows you to enjoy your wealth while ensuring long-term financial stability.
The right investment strategy for you will depend on your unique circumstances. Broadly speaking though, diversification, risk management and tax-efficient investments are often key strategies to maintain wealth in retirement.
Our financial advisers will provide you with ongoing investment review and adjustments to keep your wealth aligned with market conditions and your personal goals.
You consider strategies such as wills, trusts and power of attorney arrangements to ensure your assets are distributed according to your wishes. Don’t worry if you’re unsure how to proceed; RFS Advice will offer you expert advice, to help you make the right decision.
What Clients Are Saying About Us
- Get started
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