Gold Coast Financial Planning with Award-Winning Financial Advisers Experts
Life is too short to feel stuck financial ground hog day
Wherever you're at in life, you want to know your financial decisions are moving you forward, not in circles.
At RFS Advice, we help transform your hard work into a future without regrets - one where your money creates the memories and moments that matter most.
Clear direction
Know where you're at, what you're shooting for, with the steps to get there.
Life without handbrakes
Enjoy the present because you've taken care of the future.
Sleep-easy certainity
Feel confident you're making the best choices for yourself and your family.
RFS Advice is a multi award winning Gold Coast financial planning company. Our degree qualified financial advisers will help you to improve your net asset position and ensure you’re adequately protected through great financial planning.
- How we help
Financial Confidence at every stage
We understand that life dosen’t follow a perfect script. Markets change. Circumstances shift
That’s why we focus on building robust financial foundation that can weather any storm, throughout the stages and phases in life.
Freedom seekers in their 50s and 60s who want a clear path to making work optional within the next 7 years.
Couples earning $200K+ who know it’s time to turn solid income into lasting wealth beyond just paying off the mortgage.
Business owners hitting growth milestones who need more than just tax advice to make confident decisions about their personal and business wealth.
Families facing the emotional and financial complexity of moving a loved one into aged care who need expert guidance to make decisions
Self-funded retirees who want to live their best life without constantly wondering if their money will last.
Businesses and family offices who need objective, strategic expertise to strengthen their investment decisions.
People considering the move to a retirement community who want clarity around options, costs, and protecting their wealth.
- About us
Gold Coast Financial Advisers
As a team-owned, self-licensed firm, we have the freedom to put your interests first, without pressure from banks or corporate headquarters.
After 25+ years of helping clients navigate market shifts and life changes, we’ve learned that real financial confidence comes from advice that considers your entire life picture – from family goals to lifestyle dreams.
Our expertise isn’t just in managing money – it’s in helping you develop sustainable habits and making complex decisions simple.
- What we believe
Real advise for real life
We believe that we are only successful if we are making a material difference in our clients lives through specialised financial advice.”
Working with our accountant colleagues, RFS helps our clients understand their current financial position, what they will need and how they are going to get there. All whilst protecting their families and businesses along the way.
"Nothing truly great happens until someone becomes passionate about something"
- Keith Abrahams
- Grow and protect your wealth while making sure you are living, not just planning for someday
Let's Talk
Contact us to arrange a time for a no-pressure meeting with one of our financial advisers.
Get clear direction
Get a practical plan that turns complexity into clear, confident decisions.
Live without second guessing
Enjoy life’s moments, knowing your financial future is in good hands.
- Our Capabilities
Create more freedom at every stage
Future Focussed Families
As a high-performing professional or business owner, you’ve got the income – what you don’t have is the time or headspace to turn it into lasting wealth.
We help you turn your hard-earned income into real wealth to build a rock-solid future for your family.
Making Work Optional
You’re mortgage-free and the kids have launched – now it’s time to think about what’s next.
We’ll show you exactly when you can step back from work while keeping the lifestyle you love
Women managing money independently
You’re making all the financial decisions, and it’s overwhelming. You’ve got questions, but no one to ask.
We’re here to shoulder the burden of your finances and act as your financial confidante so you can focus on looking to the future.
Living the good life in retirement
Downsizing to a retirement community is a big financial move. From contract options to complex fees and impacts on your pension, there’s lots to consider.
Don’t get trapped by costly contract terms or hidden fees – we’ll help you understand exactly what you’re signing up for before you commit.
Considering a retirement community
Moving a parent or relative into aged care can be overwhelming emotionally, physically, and financially.
Our specialist advisers take on the mental load, clarify your options, and explain everything in plain language so you can confidently make the best possible decisions.
Moving a loved into aged care
Moving a parent or relative into aged care can be overwhelming emotionally, physically, and financially.
Our specialist advisers take on the mental load, clarify your options, and explain everything in plain language so you can confidently make the best possible decisions.
Investment commitees
You’re steering significant investment decisions for your organisation or family office, but the growing complexity of markets and governance demands makes it harder to move forward with confidence.
We provide the strategic expertise and outside perspective you need to strengthen your decision-making process.
Turn your real life into real life choices about how you save, spend and live - where you're at in life
Testimonials
What our clients say
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Why us
Trusted experts with years of experience and industry accreditations
At Beratung, we are dedicated to guiding you on your financial journey with expertise, integrity, and a personalized approach. Our team of experienced financial consultants is committed to helping you unlock your full financial potential, one step at a time.
Our mission is to empower you with the knowledge and tools to make informed decisions, secure your financial stability, and achieve lasting success.
10
YARS OF EXPERIENCE
A decade of proven financial expertise.
110
CUSTOMERS
Serving a thriving community of satisfied customers.
20+
SPECIALISTS
A dedicated team of financial experts at your service.
Get started
Schedule your personalized consultation today
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- Analysis
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- Insights
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Frequently asked questions
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