Who We Help
Turn your hard work into real choices about how you save, spend and live – wherever you’re at in life.
- You'll be a great fit if:
You value an experienced team in your corner who genuinely cares.
You want to build sustainable wealth without sacrificing today's quality of life.
You want certainty your financial choices align perfectly with your situation.
You appreciate having complex decisions made simple.
- Our Capabilities
Create more freedom
at every stage
Our team of specialists brings both technical expertise and life wisdom to your unique situation,
whether you’re dealing with big life changes or planning ahead.
Future-Focused Families
As a high-performing professional or business owner, you’ve got the income – what you don’t have is the time or headspace to turn it into lasting wealth.
We help you turn your hard-earned income into real wealth to build a rock-solid future for your family.
Making Work Optional
You’re mortgage-free and the kids have left the nest – now it’s time to think about what’s next.
We’ll show you exactly when you can step back from work while keeping the lifestyle you love.
Women Managing Money Independently
You’re making all the financial decisions, and it’s overwhelming. You’ve got questions, but no one to ask.
We’re here to shoulder the burden of your finances and act as your financial confidante so you can focus on looking to the future.
Living the Good Life in Retirement
You’re enjoying retirement, but wondering whether your money is going to last the distance.
We help you get your super, Centrelink, tax and retirement income streams right, so you can enjoy a simple financial life without worry.
Considering a Retirement Community
Downsizing to a retirement community is a big financial move. From contract options to complex fees and impacts on your pension, there’s lots to consider.
Don’t get trapped by costly contract terms or hidden fees – we’ll help you understand exactly what you’re signing up for before you commit.
Investment Committees
You’re steering significant investment decisions for your organisation or family office, but the growing complexity of markets and governance demands makes it harder to move forward with confidence.
We provide the strategic expertise and outside perspective you need to strengthen your decision-making process.
Frequently asked questions
We work with a diverse range of clients, including professionals, business owners, retirees, and families. Whether you’re looking to grow your wealth, plan for retirement, or manage your investments, our experienced team provides tailored financial advice to help you achieve your goals. As financial planners on the Gold Coast, most of our clients are based in Queensland, although we also work with clients in other states.
Financial planning provides a clear roadmap for your future, helping you grow and protect your wealth, minimise tax and make informed investment decisions. Our Gold Coast financial advisers create personalised strategies to align with your short-term and long-term wealth planning goals.
While some people manage their own finances, a financial adviser brings expertise in tax planning, investment management and wealth protection. Our advisers help you make strategic decisions, avoid costly mistakes and ensure your financial planning is comprehensive and tax-efficient.
Financial planning focuses on your overall financial health, including budgeting, savings, superannuation and retirement planning. Wealth management is a more specialised service that involves investment strategy, asset allocation and tax-efficient wealth protection. At RFS Advice, we offer both services to ensure your financial success.
If you’re looking for the best financial adviser on the Gold Coast, we recommend you choose one that not only has strong credentials and experience, but also provides tailored financial advice rather than a one-size-fits-all approach. RFS Advice is an award-winning firm that has been quoted in a range of prominent media outlets. We’ve been helping clients for over 25 years, offering expert financial planning to suit individual needs.
- Testimonials
What our clients say
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