WE BUILD YOUR WEALTH

Albury

Personalised, Premium Service.

All our clients can choose the level of service (and associated fees) they require - from basic advice to ongoing active management of their wealth. We explain all fees and charges upfront, so there are no hidden costs

Independently Owned.

We are not aligned with big banks or large industry players which gives us access to the widest range of financial products and solutions, and we tailor them to each client’s unique situation.

Integrated Solutions.

From advice, planning and strategy development to property sourcing and management, legal, lending, and insurance needs, and beyond, your dedicated team of financial advisers take care of it all.

Service Guarantee.

We are proud of deliver an exceptional level of service to every client and offer a service guarantee: we will rebate the fees we charged should we not deliver on the promises we made.

Princeps Financial Services is a strategic business partnership between Albury Accounting and RFE Group. We are experts in taxation, superannuation, investment, wealth creation and risk management. The team at Princeps Financial Services is passionate about delivering real outcomes to wealth accumulators.

Your dedicated team of expert consultants will guide you through our unique, three-stage Financial Freedom Program™ to find a complete and personalised financial solution that works: from establishing a foundation, growing your financial base and identifying investments for the future to actively managing your wealth.

Our services

Wealth creation

Our aim is simple – create wealth. We help improve your financial performance, identifying financial opportunities so you can enjoy the benefits.

Retirement planning

Don’t underestimate the savings needed for a comfortable retirement. We offer services in taxation and superannuation to help achieve your retirement goals.

Investment strategies

Proper planning and knowledge is essential for investing. Our experts help guide you through investment decisions, meaning you see the rewards sooner.

Portfolio management

Whether a seasoned investor or creating a new investment portfolio, we are able to ensure your investments are effectively managed to maximise returns.

Property

Our experts in tax, financial planning, lending and property research can help you build a successful property investment strategy for stable, strong returns.

Lending

Holding our own Australian Credit Licence (ACL), we are not tied to any bank or other provider and can help you select the best loan product for your situation, whether purchasing a home or looking to invest.

Suryan Chandrasegaran
Principal
Neil Mackay
Senior Financial Advisor
Peter Rheinberger
Principal

Meet the Team

Our Partners

It has been my observation that most people get ahead in the time that other people waste.”

Henry Ford

Contact us

Leave us a note and we will get back to you for a free consultation

Let us help you build wealth

Fill out the form below and we will get in contact

RFE Group operates through the following entity: R Financial Educators Pty Ltd,ABN 37 102 003 118; authorised representative of iPraxis, AR 461048.

Princeps Financial Services Pty Ltd, Corporate Authorised Representative of iPraxis, AR 1252180. iPraxis Pty. Ltd AFSL 329337, ABN 39114365007.