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Financial Advice

Education Professionals

RFS Advice has been working with clients in both the public education and private education sectors for many years…

RFS Advice even recently introduced a salary packaging service (SalaryPak.com.au) to work with the public sector and Remserv to maximise the tax efficiency of your earnings.

The education industry and financial advice

Education (whether tertiary, secondary or primary) has ever-increasing demands which may place pressure on both your home life and finances. In the public sector there has been some very favourable superannuation treatment which long-term educators have been able to benefit from.

This still leaves the need for establishing when and if you can retire. Additionally, you may have other shorter term goals to consider. Secondment and ‘gap years’ are increasingly prevalent in education and with the right planning this is very achievable.

The education profession is also changing and it is likely that contracts will play an increasingly important role in the industry. This changes the Superannuation dynamic and the tax structures you can utilise to maximise your earnings.

We believe in education and your adviser will be degree/diploma qualified with subsequent qualifications in the advice industry. They will have a minimum of six years’ financial services experience and they will be supported by a well credentialed and trained team.

This allows us to provide the quality advice you should expect from your advisers and by working closely with other professions such as accounting and legal, we can build a plan that is tailored to you, properly structured and is able to manage any challenges life may provide.

Your first step

Education is about growing the minds around you. Make sure you are working on your own financial growth as well. We are experts in our field and our award winning business can help you build the future you want for you and your family.

Make an enquiry today

Contact us today via our quick and easy contact form to book your complementary consultation.


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