Wealth for life

At RGM, we believe that wealth isn’t just about money. It’s about financial freedom, personal achievement and living with purpose. That’s why our personal & business services are carefully designed to help you achieve your own vision of wealth.

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The Best & Brightest

We’ve recruited the best and brightest minds in the business to map out pathways for your success.

Open Opportunity

We are a financial services firm with a difference, with over 60 years’ experience creating opportunity and building wealth by offering the right advice from a team of the very best.

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Testimonials for Joe Auciello

Prezioso Transport Pty Ltd

"Since the start of our business 20 years ago, RGM have been essential in growing our business from the ground up to what it is today. Not only are they always looking for ways to minimise tax but they also provide opportunities to build wealth through other investment opportunities."

Testimonials for Jason Low

Scott Chandler

"Jason has guided us through establishing our financial structure, which has expanded our capacity to invest in our financial future."

Testimonials for Jason Low

Kim Bremner

Excellent product knowledge helped us make informed decisions to benefit our financial future.

Testimonials for Jason Low

John Janiw

"Jason provided us with a high quality service, was easy to deal with, provided prompt service, always obliging, very knowledgable. Jason is an asset to RGM, would highly recommend Jason to others. Jason was always professional and ensured our confidentiality at all times."

Testimonials for Jason Low

Mark Allen

"Jason provided excellent service and quickly grasped exactly what our needs were. His research was thorough and he expeditiously provided the options available to us. His manner in taking us through and understanding each option was clear, patient and really well informed. He was able to direct us to an ideal product which saved us considerable unnecessary cost over the term of our chosen product. I would happily recommend his services to family and friends."

Testimonials for Jason Low

Joe

"My wife and I couldn't be happier with the service we received. Jason took the time to understand our needs and provided us with clear and honest advice. We never felt rushed and were always encouraged to ask questions and look at different options throughout the process. Very happy with the outcome."

Testimonials for Jason Low

Barbara Graham

Thank you Jason for stepping in and taking over my loan application when I had been let down and misinformed by my banks lending manager. Your advice and guidance throughout the process, the assistance of your staff at all times and the continual information and support made the whole process easy.

Testimonials for Jason Low

Stephen Reed

"Thank you Jason for all you help. without your leadership in this mater, I am certain we would still be scratching our heads. Thanks from Stephen Reed Go Hawks"

Testimonials for Jason Low

Jamie Harris

"Very friendly and understanding. Always happy to explained concepts I didn't quite understand. It seemed like no trouble to accommodate us even during the busy period before Christmas."

Testimonials for Phil Lane

Genertech Pty Ltd

"We started our business in January 2001 and since then RGM was there at our side supporting us every step of the way. We now employ 20 people and provide services Australia wide. This has been an exciting and challenging journey and RGM’s support we have come a long way, and we are about to start on our next step to grow our business even further."

Testimonials for Phil Lane

Scherell’s Plumbing

"We don’t make a move without asking RGM! RGM has been looking after our tax planning and wealth creation for over 25 years. With their help we have built a strong and successful business and thanks to their advice we are also looking forward to a comfortable retirement. The service is always friendly, prompt and to the point – no jargon, just plain English we can easily understand and act on."

Testimonials for Prue Cox

Jason Lee – Harcourts

"I recently visited your business and was pleasantly surprised by not only the exceptional service you conveyed but also with the timeframe you conducted the work within. I would like to say thank you, Prue went above and beyond to assist me with this, and provided an excellent service with attention to details. We will be sure to pass on our recommendation to our friends and family.

Our Offices

Traralgon

T 03 5120 1400 / F 03 5176 1786

7 Seymour Street, Traralgon VIC 3844

PO Box 817, Traralgon VIC 3844

Moe

T 03 5120 1400 / F 03 5176 1786

33 Kirk Street, Moe VIC 3825

PO Box 633 Moe VIC 3825

Drouin

T 03 5120 1400 / F 03 5176 1786

25 Princes Way, Drouin VIC 3818

PO Box 599, Drouin VIC 3818

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