RFS Advice

RFS ADVICE - Using our experience to help create your future.
We are Barron's Top Financial advisers, IFA Excellence Award winners and FSPower50 advisers.

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Troy Theobald's journey to becoming a Barrons and FS Power 50 regular began as an accountant and financial planner in the Tweed region.

In this visit to the Ensombl archives, Troy recounts how a client-centric mindset - and the guidance of a strong mentor - helped him build a successful, award-winning advice practice.

#financialplanning #financialadvisors

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If you're not yet a subscriber, make sure you take a look at our latest upload to learn more about the wonderful work Claire and her team do for the ageing #GoldCoast population. #tech #advice

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If you're a subscriber to our monthly newsletter, you would have seen our latest video introducing Claire who is the Founder of Basic Tech...https://t.co/rEQHRTbxnm

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"With more than two decades of expertise in technology and aged care, Basic Tech proudly serve a wide range of Aged Care Providers and NDIS Plan Managers such as OzCare, Blue Care, Anglicare, and more. They exist to make technology simple and accessible for everyone."

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Ensure you check your inbox for the latest edition, or if you're not yet a subscriber head to https://t.co/c3Z4f4tiQE

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We're excited to introduce the first edition of our updated monthly newsletter, RFS Connect, where we will be sharing deeper insights into client achievements, market updates, topical blog pieces, "tech talk" with Basic Tech's Claire Robinson + more...

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We're a bit late for "testimonial Tuesday" but we'll share these anyway. A couple of feedback form reviews from happy RFS clients...

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A final blog by Paul Forbes as he embarks on new adventures, and hands the reins over to RFS Advice's new Executive, Greg Black...https://t.co/iH3tbJtLrm

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Not the first but the SECOND of @theo_troy's clients to publish a book in #retirement, what an amazing achievement #goals #dreamboard #bucketlist

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As is the way with trends, the idea resonated with people, was picked up and run with by a growing group of budgeters. The spirit of the trend is about saying a loud “no” to what doesn’t align with your values...https://t.co/9bVJlHkSxl

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What’s all the noise about loud budgeting?
#loudbudgeting is a trend that may have started as a joke but is being embraced by those who want to share their financial goals and priorities and in doing so, also improve their chances of achieving them.

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It was comedian and writer Lukas Battle who brought the term “loud budgeting” to the world in a TikTok post, presenting it as an alternative to “quiet luxury” as loud budgeting represents a move away from spending to impress or conform.

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You want to be living your best life now which means not living too frugally or worrying about your future. You also don’t want the choices you are making now in how you live your life to impact or make impossible the wonderful life you envision for yourself down the track.

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ON THE BLOG: Managing your financial situation always involves tension between how you live your life now and preparing for your future – whatever that looks like. https://t.co/5LHv0O04EP

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The worry about not getting the #balance right and making unnecessary sacrifices now – or not having enough #money for the things you want to do in the future is a common and valid concern we hear when we talk to clients.

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This month we are celebrating THREE staff anniversaries, including Mardi, Jack and @theo_troy who now has a whopping 21 years under his belt as founding partner of RFS Advice. We look forward to many more years ahead as a team.

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By taking care of essential tasks and implementing strategic planning, you can position yourself for a smooth transition and a strong start for the year to come. https://t.co/U03iXsEItu

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As the financial year draws to a close, it’s the perfect time to review your financial affairs and set the stage for a successful new financial year.

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If you've been wanting to know more about the RFS Advice team and how they've helped other clients on their financial planning journeys, we've put together a mixed bag of client feedback just for you:

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Your weekly market update (audio) with Troy, on the blog now 👇🏻

https://t.co/4w1e7XlOHd