Troy Theobald

RFS Advice

Gold

27 Yrs Experience

Bundall, QLD 4217

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RFS advice is a nationally awarded Financial Planning Business based on the Gold Coast. We help clients all over Australian and the world now via technology.

RFS have 3 core strengths. Pre Retirees & Small business clients, Retirees and Aged Care advice.

Troy has a monthly Radio show on 4CB "Retirement Living Your way" with an audience of over 82,000 listeners.

RFS Advice has been a finalist for the AFA Practice of the year in both 2014 & 2015. RFS Advice have been award National Practice of the year in 2014 with a National advice group. Troy has been the only 2 times winner of Adviser of the year within the national advice group that the firm was previously licenced through. RFS Advice has moved to the Australian Advice Network as this Licence was created to embrace the best interest duties and clearly remove the conflict between advice & products.

RFS Advice has been around in one form or another since 1997.

Some Awards

Power 50 Top 50 most influential advisers in Australia 2022, 21, 20, 19, 18, 17
Barrons Top Adviser list in the Australian 2021, 20, 18
2019 Independent Investment Adviser of the year award IFA Excellence Awards
2016,17,19,20,21 IFA Excellence Awards Finalist
2015, 2014 AFA Grand Finalist 'AFA Practice of the Year'
2015, 2014 Most Trusted Adviser Certification
2015 Most Trusted & Recommended Adviser QLD & NT
2013, 2012 Professional Investment Services 'National Adviser of the Year'

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Aged Care
Socially Responsible
Small Business Advice
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

We offer clients a fee for service offering based on clients situation and outcomes.

5.00 August 2019

Troy has given me advice and assistance in Superannuation and retirement pension for many years. He has always been able to explain things clearly and is always available to answer any questions that I may have. I have confidence that his knowledge and experience has given me the means to retire free of concern about my income. He also has wonderful staff who are also readily available if needed.

5.00 May 2016

Troy is very helpful and takes the time to understand what it is that we want to achieve. Would happily recommend to another potential client.

5.00 May 2016

Troy and his team are great to work with, both pro-active and responsive.

5.00 November 2014

Troy, and his whole team for that matter are extremely professional in their approach. Troy is a great communicator and has taken the time to understand what is really important to me. He ensures that I in turn understand my financial affairs thoroughly. I now have have peace of mind and trust that he is helping me to achieve my goals. I recommend people to Troy's business frequently.

5.00 October 2014