Invest in peace of mind today
Retirement Planning Solutions (RPS) is local Wollongong based Financial Planning practice that provides holistic retirement planning for retirees and pre-retirees. We help cut through the noise and give you the confidence to achieve your financial and lifestyle goals by developing a financial roadmap for your retirement.
Let your money work so you don’t have to
Our friendly team at RPS can show you your path to financial success
With more than 30 years of experience, you can trust RPS to provide financial solutions tailored for you and your family.
Your local experts in financial services
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Financial planning is the process of meeting your life goals through the proper management of your finances. Your life goals could include buying a home, saving for your children's education, managing debt or planning for retirement.
We help our clients achieve their lifestyle goals by educating, motivating and guiding them to make the right financial decisions.
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We work with you to develop a Financial Plan that helps you to achieve your goals and dreams. In putting this plan together we will address protecting you against some of life's unpredictable events.
It is important to talk through strategies to minimise loss in the event of lost income or unfortunate events such as death and disability. Having a plan to help you through any of these events helps you and your family continue achieving your financial goals and rise above difficult times. We have heard of too many times when family breakdown or bankruptcy occurs due to a lack of planning. Let our expert advisers help you with these difficult discussions so you can get on with enjoying all life has to offer.
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Did you know that superannuation is one of the most tax-effective ways to save money for your retirement? RPS is here to make sure your super is working to your advantage.
By analysing benefit limits, asset allocation, fees, contribution levels, taxation, life insurance options, investment performance and your retirement wealth accumulation goals, our financial planners can help maximise the potential benefits of your super.
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Dealing with wills and estates can be difficult. Talk to our friendly and professional advisers who can assist you with your will and advise you on how to properly conduct your estate planning.
We can also help you implement an insurance portfolio to ensure your family is taken care of in the event of your death, giving you peace of mind. Insurance can also be used as part of your overall risk management strategy to secure assets whilst distributing additional funds.
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Running a business incorporates many facets of financial planning. At RPS we can assist you with all aspects of your business superannuation fund as well as identify cost-effective fund options for your employees.
Simple pleasures, enjoyed often
As South Coast locals ourselves, we understand your unique lifestyle and we want to help you maintain and future-proof it, so you can keep enjoying the everyday things that bring you joy - while enjoying a little luxury every now and then too!
Investing time to get things right
Financial Service
At RPS we offer a comprehensive range of financial services to suit your needs. Speak to one of our friendly staff today.
Helpful Client Resources
At RPS we have collated informative links and videos for your convenience. Stay up-to-date with our helpful resources.
More about RPS
Established in July 2001, RPS is now associated with leading Wollongong legal, accountancy and general insurance practices.
Call us today to discuss your financial future
Call us for friendly, professional advice and assistance with investment, insurance, superannuation and wealth accumulation strategies.
Email us to book an appointment
Got some questions? Want to arrange an appointment? Send us a note and we’ll get back to you, easy.
We want to make your money work (so you don’t have to)! We love helping our clients achieve their financial goals - so your success is our success!
