Building Bridges for Sustainable and Inclusive Growth

We take a holistic approach to family financial planning, helping families at all stages of life create a secure financial future. Our team focuses on wealth planning, estate planning, education funding and risk management. We work closely with clients to develop tailored strategies that align with their goals, whether it’s saving for a child’s education, preparing for retirement, or ensuring smooth wealth transfer between generations.

With decades of experience in financial planning for seniors, we specialise in helping retirees and pre-retirees navigate complex financial decisions. Our expertise includes financial advice for pensioners, aged care financial advice and strategies for maximising retirement income while protecting assets. We also assist with wealth management, estate planning and structuring finances to ensure long-term financial security in later life.

Our advisers work as a team to deliver comprehensive financial management, combining expertise across multiple financial disciplines. We integrate capital fund management, tax and financial advice, investment strategies and estate planning to create a seamless financial plan. By leveraging the collective knowledge of our financial planners and investment experts, we provide well-rounded, strategic advice tailored to individual client needs.

Booking a consultation with RFS Advice is easy. Simply contact our team via phone or our website to schedule an appointment. We offer in-person meetings at our office, as well as virtual consultations for convenience. Whether you need guidance on wealth management, retirement planning or investment strategies, our experts are here to help you take control of your financial future.