Your trusted partner for achieving financial dreams on the Gold Coast.
RFS Advice - Financial Planning Gold Coast provides personalized financial planning and advisory services to help clients secure their future. Located in Bundall, the team offers expert guidance on investments, superannuation, insurance, and retirement strategies, with a client-focused approach that prioritizes clear communication and long-term relationships. Known for their supportive and knowledgeable staff, they assist individuals and families in navigating financial decisions to turn dreams into reality.
Ground Floor/9 Ouyan St, Bundall QLD 4217, Australia
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Personalized strategies for wealth management, retirement, and goal achievement.
Comprehensive insurance solutions including life, health, and property coverage.
Expert guidance on managed investments and portfolio growth.
Tailored advice for optimizing superannuation funds and retirement savings.
Custom plans to secure a comfortable and financially stable retirement.
Free initial consultations to discuss financial needs and provide clear advice.
Overall rating
Philip Buntan
Would just like to say thanks to Troy and all his team who do a great job looking after our financial affairs. Would recommend these people to anyone. Nothing is too much trouble for them and are always happy to help you or just ring up for a chat. Keep up the good work team. Regards Phil and Judy.
Colin Balewski
I can not recommended the RFS Advice team enough. It is a company that genuinely cares about you. The Dream board in the office has photos of peoples dreams that have been achieved with the help of the team. Every time I think about it, it always puts a smile on my face.
Biggie Talls
They invited me in for a free information session then proceeded to demonstrate how investing in their products could allow me to draw down increasing amounts of my principal (6%) annually for living expenses every year, while still preserving and growing the purchasing power of my principal over time, based on their 1% inflation graphic model. They attempt to demonstrate how good they are with money using unrealistic models founded on make-believe inflation figures. Only an idiot would fall for that. I cannot in good faith recommend this company to give sound financial advice. Run.
orla lonergan
Niki was absolutely spectacular🥹🫶🏽 I sent an inquiry felt a little nervous as unsure where to start. She listened to my sister and I and provided us with thorough advice so knowledgeable and approachable. Cannot wait to work with Niki in the near future🙏 Thanks for your time Niki we appreciate you would highly recommend to anyone unsure where to start with finances etc.👌✨
Peter Simons
RFS have been managing my finances for about a decade now with both managed investments and superannuation. Having never had a financial advisor previously I was sceptical as to what to expect however I have come to realise that without Troy and Nikki's advise my retirement would be very different and not in a good way. I had it all planned out that I would rent going forward until Troy insisted that I buy and for that particular piece of timely advise I am forever grateful. Throughout my time with RFS if I had a concern or needed clarification it was only a phone call away and if on occasions they were busy I'd always get a return call the same day even whilst working in the pacific. I just wish I had known about RFS earlier. Exceptional company which I highly recommend.
