Our Services

Superannuation for individuals and companies.

Personal Financial Planning

Retirement Planning

  • Optimal use of income products (annuities & allocated pensions)
  • DSS/Centrelink qualification advice (eg. Age Pension)

Wealth Creation

  • Short, medium and long-term growth strategies
  • Risk reduction approaches
  • Tax efficiency
  • General gearing advice
  • Choosing unit trusts and selected shares through the Australian Stock Exchange

Insurance Planning

  • Analyse and calculate true insurance needs
  • Optimal structuring of death and total & permanent disability lump sum benefits
  • Appropriate protection of income
  • Covering critical illness costs

Estate Planning

  • Efficient transfer of assets from one generation to another
  • Incorporating tax efficiencies
Company Superannuation

The personnel of RPI Financial Services have a long history of experience in providing service to corporates for the provision of superannuation to their employees.

This service includes the provision of:

  • Reviewing existing funds.
    This would include determining whether the fund has an appropriate benefit design, the right superannuation provider and is invested according to the needs of the members.
  • Providing services to the employer and the employees.

Employer Services

  • Fund Reporting
  • Policy Committee Reporting

Member Services

Education program which includes:
  • Know your superannuation fund
  • Personal advice on investment selection, appropriate contributions, insurance
  • Retirement planning
  • Rollover
  • New employee and exiting employee advice

Business Planning

  • Insurance against the loss of a key employee
  • Protection of the business should a business owner leave due to retirement/resignation, death or disablement (enabling a buy-out of the exiting owner)


 

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