Secure & Protect

You’re well on your way – but you need to make sure you’re prepared for what lies ahead.
Our services will help keep you safe and in control.

Personal, Employer & Self-Managed Super Funds

We review and consolidate your super if you have more than one fund and advise on the most appropriate for your needs. Provide advice on whether a SMSF would be good for you, and how to set it up. We also discuss contribution strategies to maximise any tax benefits and to achieve the best outcomes.

Investment strategies

From owning property through your super fund to managed funds, investment bonds and shares, we’ll examine how you can benefit now, and in the future, from a range of investment options.

Refinancing Advice

We can also assist by referring you to appropriately accredited Credit Representatives who can assist you to assess your current arrangements for both personal and business loans, and if appropriate, provide advice on re-financing and on the right structure to protect your assets where appropriate.

Wills & Powers of Attorney

A Will and Powers of Attorney are both essential ways of ensuring your assets are correctly passed on to the next generation. A succession plan for your business is just as important to ensure you receive the true value of your hard work. We have years of experience helping people with their long-term financial plans by making sure all these documents represent your wishes.

01. Plan & Build

The road to financial security starts here.

  • Investment options
  • Finance advice
  • Budgeting & Cashflow
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 Secure & Protect your future.

For more information fill out the form below or contact us on (03) 9410 9260

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