RFS Advice - Financial Planning Gold Coast

Belinda and the RFS team have been managing my 97 year old mother's portfolio for over 7 years. Everyone we have dealt with has been so professional and so helpful, including helping us how to deal with getting the right pension arrangements for my mother. Not only did we get great and caring service from the RFS team, but we know they were genuinely concerned about doing what was best for my mother. We could not recommend them more highly.

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.

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.👌✨

Belinda talked me through the aged care processes in a manner that was easily understood. Compared to other places that have made this process so confusing. She was kind, compassionate and very professional. Her advice has been invaluable and we are very grateful. I highly recommend her services

The level of expertise and professionalism of this company is outstanding and thanks to Niki, my retirement transition has been seamless. RFS are always available to discuss any concerns and always explain all of my questions comprehensively.

We have had our Super managed by RFS for 6 years and have been very satisfied with their professionalism, transparency, knowledge and just nice people to deal with. I considered running my own self managed Super Fund when I retired but after talking with Troy, I soon realised how much I didn't know and the time that would be required to monitor and manage investments. We live in NSW and have a Zoom meeting twice a year but Troy and his team are always happy to discuss any concerns we have any time and always keep us informed if changes are required. Part of their logo is 'Making Work Optional' and that has certainly worked for us. I cannot recommend RFS highly enough.