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.
Wentworth Falls Advisory is a strategic partnership between Suzanne Janine Chartered Accountant and RFE Group and comprises specialist financial advisors, offering expert advice in retirement planning, wealth creation, property investment, risk management, and more. Wentworth Falls Advisory has been established to deliver the best possible results, giving you the knowledge and confidence to grow your wealth.
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.