Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
Stress Less. Take Control. Plan Ahead.
A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.
At RFS Wealth Creation we help you get control of your money so you can live life on your terms.
How can we help?
Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Retirement Planning​
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Your local financial partners
We offer financial guidance across three main areas: risk insurance, superannuation and financial planning (e.g. investment, education, cash flow, estate). In considering your specific needs and objectives, as impacted by your entire financial and life situation, we offer detailed strategic and product advice; assistance in implementing the agreed upon recommendations; and periodic reviews to ensure your plan remains suitable – reflecting any changes in your personal situation, in financial markets, and in legislation.
Whether you are looking for advice on wealth creation and accumulation, risk management insurance, estate planning and protection, retirement planning or assistance with personal and business superannuation, RFS Wealth Creation can help.
5 Steps To Mastering Your Money
In this free ebook we share 5 important steps to help you be the boss of your money.
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Prepare for tomorrow, make the most of today.
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