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We make it all about you

‘Wealth’ means something different to all of us. For some it’s a number that symbolises financial security. For others it’s measured in time – for yourself and your goals; for your family and your dreams.

Because we recognise that your definition of wealth may mean something entirely different to the next person, we’ve adopted a values-based approach to help you strive for both your personal and financial goals. We believe that they should be aligned; that your finances should support who you really are and what’s important to you and those you care about.

We take a values-based approach

Planning for your future isn’t just about building a large Super balance – to us it’s also about helping you achieve your life plans. And though we have the skills and expertise to create wealth for you, we don’t instantly assume that that’s what you are striving to achieve when you talk to us.

For you, values-based planning means:

        
  • Understanding your life plans
  • Understanding what is most important
  • Understanding who is a priority in your life
  • Recognition of your financial and non-financial priorities
  • Providing you with a plan to achieve this

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Understand the cost

We’ve structured our fees to give you transparency and a clear understanding of what you can expect to pay.

Even better, your initial appointment is without cost or obligation


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Meet our Financial Planners

Our Financial Planners are experienced professionals who are focused on providing quality advice and personalised solutions. Our approach is to provide ongoing advice through building a relationship with you. Talk with us for advice on your individual situation.

Our planners make regular visits to our bank branches – view the planners’ schedules here and check when they are in your area.

You can meet our team here

Why use RACQ Financial Planning?

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RACQ Financial Planning Pty Ltd is a Corporate Authorised Representative (Representative number 293929) of Actuate Alliance Services Pty Ltd AFSL 240959, ABN 40 083 233 925. Actuate is a wholly owned subsidiary of IOOF Holdings Limited ABN 49 100 103 722.

This information does not take your personal objectives, circumstances or needs into account. Read the disclosure documents for your selected product or service, including the Financial Services Guide and the Terms and Conditions, before deciding.

Except for RACQ Bank, any RACQ entity referred to on this page is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Cth). That entity’s obligations do not represent deposits or other liabilities of RACQ Bank. RACQ Bank does not guarantee or otherwise provide assurance in respect of the obligations of that entity, unless noted otherwise.