Plan & Build

The road to financial security starts here – because you need to know where you’re going first.
We offer a wide range of services that will set you in the right direction.

Financial Advice

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.

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

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

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