You and Rba - partners through life

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About Rba Financial Group

Rba Financial Group is a financial planning practice that offers solutions to clients in the areas of superannuation and retirement planning, investments, wealth creation, risk insurance and self-managed superannuation funds.

Our relationship with you is a partnership: we want to help you meet your financial objectives and lifestyle goals through proper management of your finances.

We know that through life’s journey, your needs, circumstances and financial goals will change. We want to go on that trip with you, to find strategies to suit you, your family and/or your business.

Our team will meet with you to design an appropriate strategy that is tailored to your particular needs and goals now, and then develop this into a plan that will evolve over time to help you achieve your goals.

Whatever your life stage, Rba is your partner through life.

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Our services

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Wealth Creation

Build financial security now to enjoy your lifestyle in the future

Retirement Planning

Create strategies to help you maximise your retirement savings

Superannuation

Create strategies to help you maximise your retirement savings

Risk Insurance

Ensure you’re financially secure with our wealth protection strategies

Articles

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Economic Update: Looking ahead to 2022

If you can imagine the economy as a road, 2020 saw a major earthquake emerge with the Coronavirus pandemic, and the lockdown restrictions that followed to halt its spread, and the Government and RBA support helping to divert traffic around this major obstacle. 2021 will be a year of bouncing back and looking forward to the economic recovery, with rebuilding and a gradual resumption of normal activity. However, the world in many ways has now changed.

Retirees’ Fears and Expectations

For many, the word ‘retirement’ is associated with the idea of extended holidays to far-flung locations or spending quality time with grandchildren. However, there are a range of financial, emotional and psychological fears that are often linked to retirement – and for good reason.

How do you know when the advice is right?

Seeking financial advice can turn your life around and put you on a path to a happier and more secure financial future. But where do you start? Who do you trust? How do you know you are going to get value for money?