Our Process
Our Solutions
Financial Planning
Think of us as your money friend that’s there for you to help you achieve any financial goal, need or objective.
Good Financial Planning is all about you, what you want to achieve and what is most important to you. Products and services are only used if they can be used to assist you with your bigger picture.
Our planning is about you.
Wealth Creation
Making your money work for you is our priority. Whether it’s property, shares, ethical investments or cash in a bank. We make sure the investment potential is the best available.
No investment is too small or big as we have tailored solutions for every goal.
Wealth Protection
A good plan always has a plan B.
We always ensure that you, your assets, goals, needs and objectives are safe.
Wealth Protection strategies include Risk Insurance and Savings Strategies to work towards having the option of being self insured.
Superannuation / SMSF
80% of Australians don’t seek Financial Advice
80% of Australians retire on the Goverment Pension.
We ensure your Super is working for you and assist with strategies so you can retire on your own terms.
Finance / Debt Minimisation
Beating the banks is our specialty.
You’ll work closely with our Brokers to ensure you get the best option for your new loans or existing.
We also assist with strategies to pay off loans in a faster time frame to reduce interest charges significantly.
Tax Minimisation / Accounting
No one likes paying tax
We ensure that you’re not paying too much and that you’re making every dollar count.
Our accountants can assist you with basic tax returns all the way through to complex gearing and trust strategies.
Legal Services
We’ve partnered with some of the best law firms in Australia to assist our clients with their legal needs.
Estate Planning and Wills are an extremely important part of our plans as leaving a legacy and ensuring your assets are protected is important.
Budgeting / Saving
We know it’s hard, we get it. That’s why we’ve created simple solutions to help. We also use apps on your phone that do all the hard work for you!
+ More
Our plans and service are as unique as you.
Whether it’s helping you start your own business, if you’re planning for a family or need help finding the appropriate property to buy.
We’re here to help.
Strategy Calls allow you to discuss your financial goals, needs & objectives. You will receive an email summary of our discussion as well as information / next steps to proceed with your strategic financial planning and wealth creation.
RKDSundays has been created to reflect, keep you up to date with what’s happening, provide examples of how our services have helped and introduce you to our services, clients, or people we work with.
Let’s grow together.
RK DS Pty Ltd 69 627 100 823 is a
Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd. AFSL No. 229892
ABN 23 065 921 735.
Address
388 George St, Sydney 2000
contact@rkds.com.au
The purpose of this website is to provide general information
only and the contents of this website do not purport to provide
personal financial advice. RK DS PTY LTD strongly recommends
that investors consult a financial adviser prior to making any
investment decision.
The contents of the RK DS PTY LTD website does not take into
account the investment objectives, financial situation or
particular needs of any person and should not be used as the
basis for making any financial or other decisions.
The information is selective and may not be complete or
accurate for your particular purposes and should not be
construed as a recommendation to invest in any particular
product, investment or security. The information provided on
this website is given in good faith and is believed to be
accurate at the time of compilation.
You should obtain a copy of the PDS relating to the product
and consider it before making any decision to acquire the
product.