Your financial guides, friends and motivators

Our team is here to help you achieve your lifestyle goals by educating, encouraging and guiding you to make the right financial decisions.

With more than 30 years of experience, you can trust RPS to provide financial solutions tailored for you and your family. We offer fresh ideas and comprehensive advice to suit your unique needs and financial situation. We look forward to meeting you in our office in Wollongong for a friendly meet and greet.

Meet the Team

James and Michelle

Directors of RPS

Co-owners and Directors of RPS, James and Michelle are both Wollongong locals where they first worked together in 2013 before taking over the business in 2021. James and Michelle have different roles within the business, with James managing the client relationships and Michelle managing the operations of the business.

Despite their differing roles they are both equally passionate about providing their clients with easy-to-understand advice that gives peace of mind, freeing clients from worry so they can enjoy their retirement. Both James and Michelle enjoy providing guidance and expertise to help clients to live the life they want. They believe retirement should be enjoyed and work closely with clients to formulate strategies to ensure that their unique needs can be met both now and into the future.

James

Principal Advisor / Director

James has a Bachelor's Degree in Commerce majoring in Finance and Management from the University of Wollongong. He also holds a Diploma in Financial Planning, is FASEA qualified and is a member of the Financial Planning Association. James first worked in the business whilst at university for 2 years in 2012, before moving to Sydney to further his experience in other financial advice practices. He returned to the Illawarra in 2019 to raise a family and has been the principal adviser since this time.

James takes a personal approach when working with clients to really understand their financial position and goals for retirement. Once their goals are established, James provides tailored advice for them to achieve their desired outcomes. He believes one of the most important roles he plays is to educate clients in a clear and effective way. James often feels more than a financial adviser when it comes to relationships with his clients and enjoys getting to know them on a personal level. He feels enormous satisfaction when a client begins the journey unsure about their financial future and leaves feeling confident with peace of mind that can adequately achieve their retirement goals and objectives.

Outside of work James enjoys spending time with his young family, travelling and spending time with friends.

Michelle

Business Manager / Director

Michelle started in the business in 2010 before becoming the co-owner in December 2021. Michelle completed a Bachelor of Commerce degree at Wollongong University and went on to complete a Post Graduate Diploma in Financial Planning. Having worked in a variety of roles within the Finance industry for over 20 years, Michelle has a sound technical knowledge and a great understanding of how to best help clients achieve their goals. Michelle is responsible for the operations of the business and believes that financial peace of mind is important for everyone.

Outside of work Michelle is kept busy with her husband and two children and enjoys spending time with friends and travelling.

Naomi

Receptionist / JP

Naomi joined Retirement Planning solutions (formerly IPS) in 2011. She’s worked in a variety of Hospitality roles throughout Wollongong before landing in the Financial Planning industry. Naomi is responsible for scheduling client appointments and providing administrative and customer service support to both James and the clients. Naomi is the friendly face you see upon first entering the office and is always happy to have a chat.

Outside of work Naomi enjoys catching up with her 3 kids and having a wine with friends.

Fabian

Client Service Officer

Fabian joined the company in 2019, having completed a Bachelor of Commerce majoring in Financial Planning at the University of Wollongong.

Working alongside James and the team, Fabian is involved in assisting with the preparation of financial advice and the implementation of financial strategies. Fabian enjoys having a laugh with clients when they call whilst helping them with their enquiries.

Outside of work Fabian enjoys spending time with his girlfriend and friends. 

Our Approach

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!

Let your money work so you don’t have to

From investments and wealth accumulation strategies through to superannuation and insurance options, we're your source for knowledge, planning and advice. We will communicate openly with you, act with integrity, be respectful and work with you to help you achieve your goals