RFS Advice

20/08/2025

Our very own Troy Theobald has been nominated for the Financial Standard Power 50 for 2025. For those who know Troy, you appreciate how much he loves what he does, is passionate about helping clients and has built an incredible business with exceptional staff. Troy loves his community involvement through 4CRB 89.3FM and his monthly talk back show is one of his monthly highlights

Let’s all vote for Troy in the awards to make sure he secures another Top 50. I know this national award means a lot to him. Thank you for your support.

The FS Power50 is made up of the 50 most influential financial advisers in the Australia according to the readers of Financial Standard and FS Advice.

28/03/2025

This week we had the pleasure of hosting “the changing landscape of care in 2025” seminar with 4CRB 89.3FM.

We met so many lovely people over the morning and it was a great opportunity to explain the upcoming changes to home and aged care. Our care expert, Belinda Veriton, did an amazing job and everyone walked away with a clearer understanding of the changes. Belinda has an incredible mind and is a true star which was clearly on display!!

Troy Theobald provided a snapshot on what’s been happening with markets and some of the mistakes he sees being made. As host of the 4CRB Retirement Living Your Way segment each month, it was clear a number came to meet Troy in person.

A big thank you to Debbie Sage and the team from Attwood Marshall Lawyers who provided the listeners with relevant and very interesting information on Wills and Estate Planning. The team were great to deal with and Debbie was fascinating to listen to. 🙏

We were lucky to have Colin Balewski from 4CRB host the Q&A - plenty of questions. We love working with 4CRB and appreciate their support and community spirit, so it was only right we got Colin on the stage!!

So proud of the team…

14/02/2025

Great smiles team!! It didn’t take long to capture our smiles for the group photo this week.

What a team, what a view!!

11/11/2024

Last week our Founding Partner, Troy Theobald, was named one of the 50 most influential advisers in Australia, by Financial Standard.

Troy has been named in the FSPower50 for the last 8 years in a row and is a reflection of his hard work and commitment to the advice industry and the broader community through 4CRB 89.3FM.

Congratulations Troy and thank you to all who supported his nomination.

04/11/2024

We are super proud of our very own Belinda Veriton for being nominated as finalist in Aged Care Adviser of the year!!

Well done Belinda and your amazing team for doing such an incredible job. You love what you do and we love the positive difference you make to people’s lives and the RFS team.❤️

31/10/2024

We may have been quiet over the last few months, but there has been plenty happening.

Earlier this month we hosted our first 4CRB 89.3FM client seminar. It was a great opportunity for listeners to meet Troy in person and we loved meeting so many wonderful people. Thank you to all who attended and to 4CRB.

26/08/2024

We’re happy to announce that RFS’s Troy Theobald has been shortlisted as a finalist for the 2024 FS POWER50 list.

Financial Standard is conducting the search for the FS Power50 once again, revealing the 50 most influential financial advisers in Australia.

We would absolutely love all the support we can get to ensure Troy makes the list, recognising him for the wonderful work he does for his clients year after year.

The FS Power50 are financial advisers deemed to be best promoting the value of the financial advice profession, while providing outstanding service to their clients and the wider community.

VOTING IS EASY! Simply click on the link and ensure you select Troy Theobald (names are listed in alphabetical order by last name). VOTE HERE: https://www.financialstandard.com.au/fspower50

A big congratulations to fellow Australian Advice Network directors Hugh Robertson from Centaur Financial Services and Marshall Brentnall from Evalesco Financial Services for making the list.

RFS Advice is a multi award winning financial advice company based on the Gold Coast, Queensland

06/08/2024

If you're a subscriber to our monthly newsletter, you would have seen our latest video introducing Claire who is the Founder of Basic Tech.

"With more than two decades of expertise in technology and aged care, Basic Tech proudly serve a wide range of Aged Care Providers and NDIS Plan Managers such as OzCare, Blue Care, Anglicare, and more. They exist to make technology simple and accessible for everyone."

If you're not yet a subscriber, make sure you take a look at our latest upload to learn more about the wonderful work Claire and her team do for the ageing Gold Coast population.

Ensure to LIKE and SUBSCRIBE to our YouTube channel for regular RFS Advice updates ✔️

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01/08/2024

Your quarterly Update from the AAN Investment Committee – Q2 2024

The AAN Models have had a mixed quarter, with models dominated by active fund managers slightly underperforming, while the index-based models had small outperformance over the June quarter. Details for […]

31/07/2024

We're excited to introduce the first edition of our updated monthly newsletter, RFS Connect, where we will be sharing deeper insights into client achievements, market updates, topical blog pieces, "tech talk" with Basic Tech's Claire Robinson + more. Ensure you check your inbox for the July edition.

25/07/2024

We're a bit late for "testimonial Tuesday" but we'll share these anyway. A couple of feedback form reviews from happy RFS clients...

19/07/2024

A final blog by Paul Forbes as he embarks on new adventures, and hands the reins over to RFS Advice's new Executive, Greg Black...

Hopefully many of you recognise that line from Douglas Adam’s ‘Hitchhikers Guide to the Galaxy’, when we found that dolphins were actually aliens? Deliberately dating myself here as it was […]