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. The other adviser companies we met with prior to selecting RFS were vague on this issue and also were not as thorough as Niki regarding the entire investment process.
I would highly recommend RFS Advice for your financial needs. After receiving a family inheritance I found their knowledge and recommendations invaluable. I now feel confident my finances are in safe hands and I can relax and enjoy my retirement…
Thank you again for all of your professional advice, thorough follow through, friendly and caring demeanour and brilliant service. We have felt this the whole way through the process from Belinda to yourself (Melissah) with reception’s friendly phone manner in the middle. What an amazing company you are. I have been spreading the word to all.
We have found the friendly team at RFS Advice to show remarkable care and attention to understanding our situation, and then arranging our affairs to provide the best financial ourcomes for our futures – for which we are very grateful
I have had a big life change and Niki has been a great support in providing financial assistance. She explained the process thoroughly and was always ready to communicate. I feel very satisfied with the outcome and i’m glad that RFS has taken the worry out of my finances.
Belinda was fantastic and took the time to fully understand our goals and made sure that the proposed way forward was the best option to achieve them. Thank-you so much Belinda
GRANT & YVETTE
Our experience has always been exceptional. Courtneay always keeps me informed and up-to-date, a great team member. Troy is great to deal with and easy going. It is good to deal with staff that do their job efficiently but also take an interest on a personal level.
RANALD & LYN, H
Ian and I have been avidly looking forward to your weekly updates of late. This week was a gem, reminding us of the diverse team at RFS and the thought that you all put into the business. Thank you for you careful and collective thoughts…always positively put and considered at such a pertinent time.
DEE & IAN, E
I am (now) awaiting the bottom of the crash, I suspect at least a few more weeks to months and then its shopping time! Thanks again to you and your team for the valuable advice and support you give to many of us who are trying to our best to remain financially independent and off the government handout lines.
Everything has happened so fast and thanks for looking after us. Hope you, Josh and all the staff take good care of yourselves.Thinking of you all.
TONY AND DIANNE, I
We have also built strong relationships with other members of his team and have found them a pleasure to deal with. They make us the priority and are very responsive to any queries we have. Having the comfort that we have our retirement savings well looked after we have been getting on with the important things in life – thoroughly enjoying our retirement. Bon Voyage!
DEE & IAN, E
Troy Theobald has been managing my financial affairs for the past 6 years. I have always found him to have a very level headed and practical approach to my affairs. He has a definite, well constructed ‘game plan’ which he adheres to and which has delivered satisfactory returns on my investments. I have faith in his judgement.