RFS Advice - Financial Planning Gold Coast - Bundall, Queensland

RFS Advice - Financial Planning Gold Coast

RFS Advice is a highly regarded financial planning firm located at Ground Floor/9 Ouyan St, Bundall QLD 4217, Australia. They are dedicated to providing top-notch financial services to their clients in the Gold Coast area.

Address: Ground Floor/9 Ouyan St, Bundall QLD 4217, Australia

Phone: 755757689

Website: rfsadvice.com

Specialties: Financial consultant, Accounting firm, Financial audit, Financial institution, Financial planner, Insurance agency, Investment service, Loan agency, Superannuation consultant.

Other points of interest: On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.

Opinions: This company has received 24 reviews on Google My Business with an impressive average rating of 4.8/5. Their clients consistently praise the team's dedication and personalized approach to financial planning.

One satisfied client, Phil, shares his positive experience: '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.'

Another client, Judy, appreciates the team's willingness to go the extra mile: '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.'

RFS Advice's commitment to their clients' success and well-being has earned them a stellar reputation in the Gold Coast area. With their wide range of financial services and personalized approach, they are an excellent choice for anyone seeking expert guidance in managing their finances.

👍 Reviews of RFS Advice - Financial Planning Gold Coast

Philip B.

5/5

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 B.

5/5

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 T.

1/5

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 L.

5/5

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 S.

5/5

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.

Claire R.

5/5

We recently changed Financial Advisors as RFS was recommended to us by a good friend. To say we are happy is an understatement. RFS took the time to listen to our needs, taking into account all factors surrounding our finances. They prepared a very thorough financial plan which is regularly reviewed. I am now confident that we will retire and have the funds available to live the life we want! They are prompt, professional and courteous. I highly recommend them.

Daryl B.

5/5

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.

Andree H.

5/5

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