The road to financial security starts here – because you need to know where you’re going first.
We’ll talk about your short and long-term goals, and then set strategies to achieve those goals, so you can be confident and comfortable in your financial future.
We discuss various investment options to find the right one for you, from property and fixed interest deposits to superannuation and managed funds. We help you ascertain your investment risk profile and align your investments to suit.
Home Mortgage & Business Financing
If you’re about to buy a home or investment property or need funds for a business, we can refer you to an appropriately accredited Credit Representative who can provide you with advice on an appropriate loan to meet your needs, and how to structure that loan to take advantage of potential tax breaks.
Budgeting & Cash Flow
Setting a budget and monitoring your cash flow is the best way to stay on track and achieve the goals you’ve set. If you’re thinking about a new home, school fees or a grand holiday in your future, we can help make it happen.
Having protection is important, but not all insurance is relevant for everyone. Income protection, life insurance, total and permanent disability and trauma insurance all provide various levels of security for you and your family in the event of injury, serious illness or death. We’ll help you navigate all the options to make the decision that’s right for you.
Find out how RFS can help you Plan & Build your future.
For more information fill out the form below or contact us on (03) 9410 9260