Our purpose

Why choose us for Aged Care Financial Advice? Because we do this all day, every day!

RFS Advice Aged Care is based on the Gold Coast and is one of the few Queensland businesses that specialises in independent financial planning advice for people entering Aged Care residences.

We understand it can be a confusing and stressful time and we will walk you or your representative through the whole process including the selection of a residence, completion of the (extensive) documentation and negotiation of any fees.

Additionally, we will provide a strategy that where possible, minimises the cost to the resident’s estate, while achieving the desired levels of comfort and security.

We know that the preferred situation for everyone is to stay in their own home, but when that isn’t an option, let us help us find the next best option. 

All initial consultations are done at our cost and you will know if and how we can help you before we move to the formal advice stage.

This is what clients have said about our Aged Care services in a recent survey:

“My experience has been excellent with my advisor Belinda and support staff Josh, 
knowledge and service is outstanding.”

“Both Gardy & I are absolutely pleased that we followed Natalie when she went to you after Whitaker& McNaught, and are now receiving excellent advice & communication from Belinda. In other words, we couldn’t be happier with RFS.”

“RFS have been very supportive and able to assist in all our financial needs. We do not fully understand the financial world and have been extremely confident that RFS have all the expertise required to look after our finances. We have had assistance with the process of receiving Centrelink benefits which was a great help, their knowledge of the requirements is far superior to ours and it was a very smooth process.”

“Clear and precise advice relating to our needs.”

“Very thorough with genuine interest in relation to my personal situation, advice, exploration of suitable investment matches and in following up on outcomes.”

“Extremely helpful and gave me the confidence that I required.”

“Professional, friendly & positive returns.”

“The advice has been spot on. Investments are doing well.”

“Their personal contacts and the overall performance of our portfolio matched and in some cases exceeded our expectations.”

“Everything I have experienced with RFS has been very positive & for the benefit of their clients.”

“Excellent advice and courtesy.”

“They have always been helpful and have responded quickly to any requests, questions or problems.”

“They have always been helpful and have responded quickly to any requests, questions or problems.”

We are specialists in Gold Coast Aged Care financial advice.

Award Winning
Aged Care Financial Advice

Our amazing team of Gold Coast based aged care financial advisors have consistantly won prestigious financial planning industry awards for over a decade. FSPower 50 Most Influential AdvisersIFA Excellence Awards and the  AFA Practice of the Year awards to name a few.

The RFS Advice Aged Care team

Meet the people behind our Gold Coast based, award winning company, RFS Advice Aged Care. Our passionate team of is here to help you achieve your financial goals.

paul forbes
Paul Forbes
Chief Executive officer

GAICD, Grad Dip Ec., B.Bus (Mgt), Dip FP.

troy theobald
Troy Theobald
Director of Financial Service

B.BUS (ACC), DIP FS (FP), CFP.
Auth Rep No. 245254

belinda veriton
Belinda Veriton
Financial Adviser

MFinPlan, BSc Eng, PhD 
Auth Rep No. 1254601

rita tardito
Rita Tardito
Associate

Auth Rep No. 402849

chloe smith
Chloe Smith
Administrator
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