Financial Planning Made easy!
We help mentor you on all things financial to optimise and protect your wealth!
Financial Planning Made easy!
We help mentor you on all things financial to optimise and protect your wealth!
How Our Advice Can Help You!
Budgeting &
Savings
Help For
Families
Invest
For The Future
First Home
Buyers
Kids Education
Protecting Your
Family
Paying Off
Your Loans
Reducing Your
Tax
Maximise Your Super
Estate
Planning
Property
Strategies
Self Managed Superannuation
Gearing & Debt
Recycling
Loans &
Banking
Transition to Retirement
Retirement
Planning
Technology designed to help at every step of your journey
Ongoing financial coaching & help in a web app!
Financial Advice has never been this easy!
Compare your Life, TPD, Trauma & Income Protection
No contact information needed!
Interact – technology designed for continued sucess!
Investment Opportunities & Wealth Report
Goals & Objectives Tracker
Automatic Budget Planner
One Complete View Of Your Finance
Budget Monitoring Alerts
Details Transaction Listing & Budget Report
Ongoing financial coaching & help in a web app!
Financial Advice has never been this easy!
Compare your Life, TPD, Trauma & Income Protection
No contact information needed!
Mobile Financial Advice !
has never been this easy!
Our Interact Subscription program provides you with:
Investment Opportunities & Wealth Report
Goals & Objectives Tracker
Automatic Budget Planner
One Complete View Of Your Finance
Budget Monitoring Alerts
Details Transaction Listing & Budget Report
We Make Advice Simple by using our Building Block Methodology
Achieving the most desirable results for our clients involves RSM Financials process to delivering advice and our four advice “building blocks”. Segmenting our advice into four key “building blocks” helps to break down our strategies and methodology into easy to understand financial concept modules.
The “building block” methodology helps to articulate why each aspect of your finance is of high importance when developing your financial security and plan.
Ultimately, our “building block” method will simplify, articulate and create an understanding which promotes confidence and trust, all of which are integral to our advice creating a comprehensive strategy to meet your financial objectives, goals and aspirations!
Stage 1. Cash Flow Management
Cash Flow planning at its core allows both you and your adviser to understand what you earn, how you earn it; what you spend, and how it is spent. It is our first building block to achieving financial security and knowing what strategies our advice can afford to undertake!
Stage 2. Wealth Protection
Protecting your wealth means ensuring the right strategies, mechanisms and assets are available at your time of need. This ‘financial building block’ seeks to deliver the peace of mind that your legacy and family will be financially protected.
Stage 3. Wealth Creation
Wealth Creation is about designing and automating a multitude of interlinking strategies which aim to control, structure and optimise your ability to create wealth.
Stage 4. Retirement Planning
This “building block” considers your cash flow needs, financial protection strategy, and what wealth you have created and establishes a strategy that allows for your version of retirement.
