Results Financial Services

Who We Are

Results Financial Services (RFS) is a trusted team of experienced financial planners based in Victoria, Australia. Established in 1997, we are a privately owned and operated business dedicated to providing comprehensive and personalized financial planning advice to individuals and families.

Holding an Australian Financial Services Licence and Credit Licence issued by the Australian Securities and Investments Commission (ASIC), we uphold the highest industry standards and regulations.

Our Mission

Our mission is to empower our clients to take control of their financial future by:

• Understanding their individual needs and goals
• Developing tailored plans to address their unique financial situations
• Implementing strategies to achieve their financial goals
• Providing ongoing guidance and support throughout their financial journey

Our Services

Results Financial Services offers a comprehensive range of services to meet your diverse financial needs, including:

Investment & Portfolio Management

• Developing tailored investment plans based on your risk tolerance, goals, and time horizon
• Selecting diversified portfolios of assets to maximize returns and minimize risk
• Regularly reviewing and adjusting your portfolio to ensure it continues to meet your needs

Superannuation & Retirement Planning

• Maximizing your superannuation contributions
• Developing a comprehensive retirement strategy
• Understanding the rules and regulations surrounding retirement planning
• Planning for a seamless transition into retirement

Insurance & Risk Management

• Reviewing your current insurance coverage
• Identifying potential risks and vulnerabilities
• Recommending appropriate insurance policies to safeguard your financial health
• Guiding you through the claims process in the event of a claim

Banking & Financial Management

• Reviewing your current banking arrangements
• Identifying opportunities to optimize your savings and investments
• Developing a budgeting and expense management plan
• Providing guidance on managing debt and financial obligations

Additional Services

• Wealth creation strategies
• Tax planning and taxation management
• Retirement planning for executives and professionals
• Estate planning and succession planning

Our Commitment

At Results Financial Services, we are committed to:

• Providing personalized and attentive client service
• Offering easy-to-understand financial advice and guidance
• Working collaboratively with you to achieve your financial goals
• Maintaining open communication and transparency throughout the process
• Regularly reviewing and updating your plan to ensure it remains relevant and effective over time