Wealth Management Solutions

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.

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.

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.

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.

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.

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

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.

SMSF Insurance Review

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:

  • ensure the beneficiaries of the fund are adequately covered in the event of death, trauma, disability or loss of income;
  • ensure the fund is paying the appropriate premium for the cover required;
  • ensure nothing has changed that should result in a change of insurance needed.

Submit your details below, and one of our advisors will get in touch with you shortly to review your SMSF insurance needs.

Meet the team

Phillip Scahill - Principal
Rod Norris - Principal
Peter Rheinberger - Principal
Aidan Kelly - Senior Financial Advisor
Charith Rodrigo - Financial Advisor
Tony Chik - Head of Lending

Ready to get started?

Fill out the form below and we will get in contact