Goal setting made easy with the H.A.R.D approach
Goal setting is one thing – achieving your goals is something else entirely. So what makes the difference between a goal that is achieved and one that falls by the […]
You have a busy life, you enjoy what you do, but you’re thinking about that next step…We don’t believe this choice should be rushed and it certainly requires some preparation.
Planning what to do with the rest of your life should be a wonderful experience and when done properly, it will be!
“We believe that we are only successful if we are making a material difference in our clients lives through specialised financial advice.”
Working with our accountant colleagues, RFS helps our clients understand their current financial position, what they will need and how they are going to get there. All whilst protecting their families and businesses along the way.
Our team of Gold Coast financial advisors can help you achieve financial stability through our wide range of financial services.
‘Making Work Optional’ is an important goal for many of our clients. We work to accumulate your assets, build income streams and reduce your debts to allow that goal to become a reality.
SMSF’s can provide much greater flexibility in regards to investment strategies and estate planning when structured appropriately. RFS’s advisers specialise in this area, and working alongside your accountant we will work to maximise the value of your superannuation assets
The foundation of all financial advice should be protecting the family and/or business from the unexpected that occurs in everyone’s life at some stage.
We have several options for clients who want access to direct shares, from client directed to professionally managed share portfolio. Our portfolios are built in trading platforms that can take care of all your corporate actions and provide you with one consolidated tax report. All with online access 24/7 so you can see your portfolio when it is convenient for you.
Through MES, a wholly owned subsidiary of RFS, we offer our clients access to the full range of finance and lending arrangements.
Paying off that mortgage is arguably one of the best financial objectives you can have. A disciplined approach partnered with effectively utilising your existing cash flow can dramatically reduce the time it will take you to become ‘MORTGAGE FREE’. Talk to us about our ‘Passport to Prosperity’ program.
Our amazing team of Gold Coast based financial advisors have consistantly won prestigious financial planning industry awards for over a decade. FSPower 50 Most Influential Advisers, IFA Excellence Awards, Barron’s Top Financial Advisors, AFA Practice of the Year and the Most Trusted Adviser awards to name a few.
Thanks Troy for all the extra work you are doing to safeguard our assets and minimise the exposure to volatile funds.
After leaving a insurance prominent provider that lacked all things customer service, our expectations have been very much met. As expats, i found your firm on the net, and with that Darko and Talia. Brilliant support, advice and customer service. Very happy with our new support team.
Excellent service from the whole office, (I) can’t fault anything. Everytime (I) call I can speak to anyone and they are always very helpful. Very grateful for your service and special mention to Darko, Talia and Jenna.
There are many reasons this company has won so many awards and continues to rapidly grow. We find the level of intelligent highly skilled individuals, combined with transparency and honesty, the most attractive and noticeable qualities. We feel absolutely confident that no matter what comes our way in the future, good or otherwise, we can rely on RFS to guide us in the right direction. They are a complete fit.
We live overseas and it can be hard to obtain help with time differences and connectivity etc. Darko and team have been brilliant. Straight advice, great trouble shooting. All you want in a firm that helps manage your family finance and insurance needs.
Thank you to Troy and Paul…we are well informed
because of your emails. For us at the moment, it is important to survive this
dreadful virus. We know our money is in safe hands.
Please stay well.
In all my years in the political, public and business arenas, rarely have I found a professional advice agency with such commitment to their clients; an extremely high work ethic; high professional standards; and, a noticeably high level of staff moral and comradery. I have no hesitation what-so-ever in recommending Troy Theobald and the team at Robina Financial Solutions.
Thank you for managing my investments so professionally. One of the best decisions I have made was contacting RFS Advice for financial planning advice.
Bringing you the most relevant and important financial news.
Goal setting is one thing – achieving your goals is something else entirely. So what makes the difference between a goal that is achieved and one that falls by the […]
Just as we were recovering from the long drought and the worst bushfires on record, the global coronavirus pandemic took hold and changed everything.
It was a year most of us would like to forget. And yet, some of the toughest lessons of 2020 had a silver lining.
Keep up-to-date with what’s new on the RFS Advice blog and our monthly newsletter updates.
Level 10, The Rocket,
203 Robina Town Centre Dr,
Robina QLD 4226.
Robina Financial Solutions is a Corporate Authorised Representative (402849) of Australian Advice Network Pty Ltd ABN: 13 602 917 297 AFSL: 472901.
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The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances. RFS Advice do not warrant the accuracy, completeness or currency of the information provided on and made available through this website. Past performance of any product discussed on this website is not indicative of future performance. Copyright © 2015 RFS Advice. All rights reserved