Welcome to RFA.
We’ll help you invest in a better future for your building.
The Financial Planning specialists in bespoke Strategic Management of Capital Works Funds.
Our approach.
We understand the critical responsibility in ensuring the sustained financial health and future of your building. Your commitment to managing capital works funds plays a pivotal role in maintaining and improving the value of your property and enhancing the living experience for all lot owners.
We, at RFA, are here to offer you a comprehensive and tailored solution to benefit your community.
Your Trusted Financial Partner.
RFA comprises of a team of highly experienced and qualified financial planners, supported by a dedicated team of administration staff.
With a deep understanding of the unique challenges and opportunities facing body corporates, we are well-equipped to guide you towards financial strategies that suit your buildings specific needs.
How we can help.
Ongoing access to licensed adviser services
Safeguard capital reserves
Investment advice
Long-term wealth planning
Bespoke portfolio creation
Ongoing access to licensed adviser services Safeguard capital reserves Investment advice Long-term wealth planning Bespoke portfolio creation
“While there are firms in the market offering investment options for body corporates, we pride ourselves on our bespoke approach.
Unlike generic managed fund solutions, our team of qualified financial planners provide tailored advice that align with your buildings financial goals.”
— Lyall, RFA Practice Principal