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.
Wealth Management Solutions is a strategic partnership between Scahill & Co Accountants and Tax Advisors and RFE Group. The specialist team of financial planners and educators are here to create the best taxation, investment and risk management strategies – designed for you.
Guiding each client through our unique Financial Freedom Program™, we build forward-leading financial plans for wealth accumulators that deliver proven results. Our expert financial consultants direct you through the process – from implementation to review – to build a complete, personal financial solution to make your prosperity grow.
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.
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.
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.
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.
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.
Each year, all SMSF trustees are required to review the insurances held by the fund and consider whether the insurance cover is appropriate for the fund members. Our expert advisors can help you not only evidence the compliance of your self-managed superannuation fund with the current legislation, but also:
Submit your details below, and one of our advisors will get in touch with you shortly to review your SMSF insurance needs.
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