About RBF-TAS Planning

Who we are?

RBF-TAS Planning is licensed by the Australian Security and Investments Commission (ASIC) and is a principal member of the Financial Planning Association (FPA), Australia's peak professional body for the financial planning.

What we do

Our core service is the provision of sound financial plans tailored especially for your unique circumstances. Everyone needs a financial plan - it's the key to a more secure future and maximises your choices for achieving the future lifestyle you desire.

Because all of our financial advisers are formally trained and licensed, you can be confident about the professionalism, skill and knowledge that you can tap into.

Unlike most of our competitors, RBF-TAS Planning financial advisers are not paid by commission and do not receive remuneration on products they may recommend to you. Our focus is you - the member, and your financial security.

What we can offer

RBF-TAS Planning can now provide you with a full range of financial planning services to include both RBF and non-RBF products.

In addition to your existing RBF investments, you now have access to an extensive range of non-RBF products and services including superannuation and non-superannuation investments.

You can now rely on RBF-TAS Planning for professional, up-to-date advice on every aspect of your financial planning needs.

RBF Specific Information

Advice on RBF products and services will be on a discounted, fee-paying basis with no commissions payable to advisers.

The types of services we offer include:

Non-RBF Products and Services

Advice on non-RBF products and services will be on a fee-paying basis with no commissions payable to advisers. Our financial planners will be able to provide advice on a wide range of financial planning matters including a full range of superannuation and non-superannuation products.

This allows you to access a total package of financial solutions and explore various strategies to reach your financial future - and, peace of mind.

The wide range of investment products outside the RBF range include:

Fees and Charges

Because transparency and integrity are so important to us, before proceeding with any financial planning work, at your first meeting, RBF-TAS Planning will establish fees or other costs payable by you. In all cases, you will be given an upfront written "Client Services Agreement" detailing any charges or costs.