Spend & Enjoy

End of the road? Not quite! Our services make sure your lifetime of hard work and smart investment pays off and provides for a life after work.

Superannuation Strategies

At least five years before retiring, we assess the viability of various superannuation strategies to maximise your investment and income in retirement. We also look at your other investments, and when, or if, you should sell.

Post-retirement Budgets

This is the time you need income to do all the things you’ve been dreaming of. We look at the most appropriate investments and income stream to meet your needs, from a regular income to lump sum drawdowns. We also assess your eligibility for Centrelink entitlements to supplement your income.

Estate Planning

If you haven’t spent your kids’ inheritance, you might want to leave something for them to remember you by? Estate planning is about more than just making a Will. You also need to have Powers of Attorney in place so that, should you lose capacity, your trusted attorney will carry out your wishes.

01. Plan & Build

The road to financial security starts here.

  • Investment options
  • Finance advice
  • Budgeting & Cashflow
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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

Find out how RFS can help you reach your goals to Spend & Enjoy in the future.

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

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