RFS FINANCIAL ADVISORS
A roadmap for your
financial future “Life is what happens to you while
you are busy making other plans”

John Lennon

You know
where you
want to go…

We can show you How
to get there…and
keep you on the right path,

Providing guidance along
the way to help you
reach your destination.

You know Where you want to go…

We can show you How to get there…and keep you on the right path,
Providing guidance to reach your destination.

Let’s get you in the drivers seat.

Watch our short video to see how we can get you on your way.

Romeo Financial Services is here to help


We’re proud to have provided personalised advice for more than 35 years.
Wherever you are on your financial journey, we won’t just help you create a plan – we’ll help put it into action and assist you with any changes you may have to make to keep you on the right path.

We offer advice and services for wherever you are on life’s journey

–

It doesn’t matter what stage of your journey you’re at…
We can help you get underway and on the right path.

01.
Plan & Build

The road to financial security starts here.

  • Investment options
  • Finance advice
  • Budgeting & Cashflow
See More

02.
Secure & Protect

Stay safe and in control along the way.

  • Personal, Employer & Self-managed Super Fund
  • Refinancing Advice
  • Wills & Powers of Attorney
See More

03.
Spend & Enjoy

Make the journey worthwhile.

  • Superannuation strategies
  • Post-retirement budgets
  • Estate planning
See More

01.
Plan & Build

The road to financial security starts here.

  • Investment options
  • Finance advice
  • Budgeting & Cashflow
See More

02.
Secure & Protect

Stay safe and in control along the way.

  • Personal, Employer & Self-managed Super Fund
  • Refinancing Advice
  • Wills & Powers of Attorney
See More

03.
Spend & Enjoy

Make the journey worthwhile.

  • Superannuation strategies
  • Post-retirement budgets
  • Estate planning
See More

Financial Planning Explained

See how we can help you navigate the six areas of your financial plan
–

Review Process Explained

This is how we keep you on the right track to achieving your financial goals
–

My personal wealth portal

Take control of your finances by having access to all of your important financial information in one place.
See how it could work for you.

–

How We can Help You

Discover all the ways we can help you at different Life events.
–

See how

5 Minute Financial Health Check

Self Assessment Questionnaire.
–

5 Minute Check

Talk to us today.

(03) 9410 9260

We can provide specialised guidance & advice on a range of financial solutions.

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Joe Romeo Authorised Representative No. 291956,
Director of Khameo Nominees Pty Ltd as Trustee for the Khameo Family Trust ABN 20 382 117 447
(which trades as Romeo Financial Services) 416 High St Northcote, Vic. 3070 Tel. 03 9410 9260
Corporate Authorised Representative No. 421076 of Risk and Investment Advisors Australia Pty Ltd ABN 21 104 922 394
Australian Financial Services Licence (AFSL) 238141
Level 13, 111 Elizabeth Street Sydney, NSW 2000 Phone: 1300 133 511 Email: enquiries@beacongroup.com.au

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