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RFS Advice - Financial Planning Gold Coast
Votre partenaire de confiance pour réaliser vos rêves financiers sur la Gold Coast.
4.2(5 avis)
Insurance
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Votre partenaire de confiance pour réaliser vos rêves financiers sur la Gold Coast.
RFS Advice - Financial Planning Gold Coast fournit des services personnalisés de planification financière et de conseil pour aider les clients à sécuriser leur avenir. Située à Bundall, l'équipe offre des conseils d'expert en investissements, en superannuation, en assurance et en stratégies de retraite, dans une approche centrée sur le client qui privilégie une communication claire et des relations à long terme. Reconnue pour son personnel solidaire et compétent, elle aide les particuliers et les familles à se repérer dans leurs décisions financières afin de transformer leurs rêves en réalité.
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Des stratégies personnalisées pour la gestion de patrimoine, la retraite et l'atteinte des objectifs.
Solutions d'assurance complètes incluant une couverture vie, santé et propriété.
Conseils d'experts sur les placements gérés et la croissance du portefeuille.
Des conseils personnalisés pour optimiser les fonds de retraite et l'épargne-retraite.
Plans personnalisés pour assurer une retraite confortable et financièrement stable.
Consultations initiales gratuites pour discuter des besoins financiers et fournir des conseils clairs.
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.
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.
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.
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.👌✨
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.
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