Financial Planning

Financial Planning Association of Australia (FPA) Membership:

RGM Financial Advisers are all required to be members of the FPA. By choosing RGM, you will be working with a professional adviser who puts your interests first. RGM Financial Advisers are committed to a code of ethics and professional conduct, so you can rest assured that they’ll do the right thing by you.

Financial planning advice that meets your lifestyle goals:

We are committed to providing our clients with quality financial planning advice, risk and wealth management solutions that will assist you in reaching your financial and lifestyle goals.

Why a financial plan is important?

All of us want to build wealth to create a better lifestyle for our families and ourselves. A good financial plan provides a framework that can assist you achieve your financial and lifestyle goals. In addition, your plan can assist you:

√ Maximise the returns from your investments, making your money work harder for you,

√ Identify your financial and personal priorities,

√ Choose the right financial products to meet your objectives, and

√ Protect you and your family from unexpected financial events such as illness or redundancy.

Financial planning advice we can help you with:

Under our Licence our qualified advisers can assist you with advice on an extensive range of financial matters, including but not limited to:

√ Buying & selling shares,

√ Consolidation of your Superannuation funds,

√ Investment in managed funds,

√ Personal insurance such as Income Protection or Life insurance,

√ Redundancy & roll-over advice,

√ Retirement planning,

√ Taxation & Centrelink entitlements, and

√ Wealth creation strategies

RGM Financial Planners Pty Ltd
A.B.N. 47083204791
Australian Financial Services Licensee
Life Insurance Broker
AFSL No. 229471

What if...

you are an employee or small business owner and you were seriously injured, leaving you unable to work for 3 or more months?

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Risk Insurance
Do you...

need to borrow a substantial amount of money for the next major phase of your life?

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Loans
Does your...

business have a long-term development strategy for increasing cash flow and profitability?

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Business Services
Do you...

have enough superannuation to enjoy the retirement that you desire? Employer contributions alone are usually not enough.

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Self Managed Super Funds
Are you...

wanting to focus on the more important things in life instead of worrying about your financial situation?

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Financial Planning
Are you...

an employer or employee with better things to do than balancing the books or submitting taxation statements?

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Taxation