Strategic&
Efficient Financial Planning & Superannuation
Our mission is to primarily service the wealth management
and related financial needs of existing RGIB clients,
more than 6,000 of them, mostly consisting of self employed
business owners. RGFS has the same simple approach to
finding the right solutions for such things as;
Superannuation:
- For the Self Employed
- Retirement Income Streams
- Estate Planning
- Succession Planning
- Managed Funds & Direct Equity
|
Risk Management:
- Life Insurance
- Personal Accident & Sickness Insurance
- Trauma Cover
- Income Protection
- Captive & Specialist Insurance Covers
|
Investment &
Taxation Planning:
- Retirement Income Streams
- Estate Planning
- Insurance Bonds
- Managed Funds and Direct Equity Selection
- International Pension Transfers
|
We
can also offer solutions in the following areas:
- Retirement planning
- Retrenchment Advice
- Ongoing Portfolio Review
|
We understand our clients already
make important business decisions every day so our approach
is to empower people to take charge of their financial
well-being, not simply tell them what to do - we will
work with you to achieve your own personal dreams and
desires.
RGFS via its relationship with Juniper Bay Financial
Group is a member of the Australian Financial Services
Group which caters to more than 50,000 super fund members
and investors so we know what works and what works best.
Call us today for straight up advice & a better
price or, email us with your enquiry: -
