Helping individuals, couples & families suffering from ‘where’s my money go syndrome’ to achieve greater financial certainty via a systems based approach to your money and investments.
What We Do
For most of us our biggest asset is our home so wouldn’t it make sense to focus on that first?
10-15 year debt free plan
Cashflow advice around planning your next investment
Protecting your biggest asset
Creating a passive income
Who We Help
Many of my clients are:
Young families, couples or small businesses who have a desire to properly plan but lack the time and knowledge to best achieve their desired outcomes
Those whose family have grown up and they are now contemplating some changes in their lives
Divorcees seeking greater financial clarity and/or awareness of their current and future situation
Professionals with a passion for their industry and the financial security for them and their family
We specialise in the following service areas:
Do you have lost super?
Did you know that over 6.4 million working Australians have more than $12.9 billion sitting in lost super funds? This means 1 in 2 working Australians has a lost superannuation account.
If you are one of the millions of Australians with lost super, we can help you.
We can save you all the hassle by consolidating your super and then transferring it into the fund of your choice.
Personal Risk Insurance
Deciding to protect those who depend on us using life insurance protection is a responsible and caring act. Life insurance can provide those who are left behind with a lifetime of financial security.
Your income can be considered your family’s most valuable asset. Your income is used to obtain the necessities of life and provide for life’s comforts. The need for that income continues, whether or not you’re here to provide it.
The following situations signal a need to consider purchasing life insurance:
You have a spouse, domestic partner, children, and/or an ageing parent or disabled relative—and your retirement pension and savings are not enough to insure your dependents’ future
You have a sizeable estate.
You own a business.
Life insurance can help loved ones maintain their standard of living after your death.
How can we help you?
At RPS Advice we will provide tailored recommendations on:
the right amount of cover for your lifestyle;
the best way to structure your policy;
whether to have insurance cover inside or outside of super;
high cover requirements for people with significant financial obligations;
how to navigate the underwriting process; and
what to do at claims time.
As part of our ongoing relationship with you, we can also conduct an annual review of your life insurance, to check if your insurance products and level of cover still match your lifestyle.
Business Succession Planning
If any of the above services could be of benefit to you or your business, please get in touch with us today
If you would like to discuss your financial advice needs in detail, you can contact Andrew directly via email at email@example.com, or via phone at 0418 179 218
Or if you'd prefer, fill out the form below with your enquiry and we'll get back to you as soon as possible.