Let us grow your wealth so you can get on with doing what you do best.
Our unrivalled commitment to you has always been the personable approach we take to understand your financial needs. It is this approach, combined with our extensive experience and depth of knowledge, that we are ready to take our relationship with you further. We are now proudly licensed to expand our services – to act as your financial wealth advisor through our licensee.
We are determined to help build your long-term wealth and develop financial goals tailored to your needs through varied investment strategies. All clients can benefit from this new service from those seeking to invest now or in the future, from those who are seeking super options including self-managed super funds, from retirees or those nearing retirement, or those who need a little help in starting their savings plan or developing their long-term financial security.
Services
Our range of services offer comprehensive, personalised solutions for your wealth health:
- Wealth building and financial planning strategies
- Continual portfolio advice and administration
- Superannuation options, including*:
- Self-managed superannuation fund (SMSF)
- Retail Super Solution
- Limited recourse borrowing
- Re-contribution strategies
- Life insurance and life-risk products
- Investment strategy, including strategic asset allocation
- Debt management
- Estate planning
- Retirement strategies, including transition planning
- Business financial planning, including:
- Business real property transfer advice
- Succession and intergenerational strategies and planning for businesses
- Personal and business insurance needs.
All these services are achieved and managed through wide-ranging investment products. These include Australian and international shares and derivatives, government debentures, stocks and bonds, and superannuation products.
*AFG, for example, offers an innovative super product. The Akambo Super Solutions is for people who want to be more active with their Superannuation through a more guided approach.
Why choose our Wealth Advice service?
The question really is why not?
At Rubiix, we offer more. As your financial solutions provider, we believe in going on the full journey with you. Our new wealth advice service is the next level. This allows us to realise your immediate and long-term goals and establish your wealth and super plans for the future.
Our wealth advice service offers comprehensive and tailored solutions that include:
- Assessment of your current financial position
- An articulate Statement of Advice
- Execution of your approved strategy
- Proactive management and monitoring of all investments
- Continual assessment and review advice
With these fantastic offerings, there is no reason to not let us help you grow your wealth. Our wealth advice is not just a one-time experience. We are in it with you on the journey, providing continual guidance as we go along.
Come join the journey with us. Call Rubiix Wealth Advice right now on (03) 9603 0066 or complete the form below.
Advantages of our license with Akambo Financial Group
We’ve partnered with Akambo Financial Group (AFG) to offer tailored solutions for your wealth ambitions. Their exposure to Australian and, importantly, international markets, in conjunction with transparent investment approaches, provide innovative and personal solutions via high-quality investment strategies. This provides you with the opportunity, should you choose, to be as active as you’d like in directly managing your own wealth portfolio. While this is advantageous in many ways, other advantages of this exciting partnership include:
- Access to superior and current research and data that enables us to provide informed and immediate advice. They have the infrastructure to support analyses of market data from around the world sagely and quickly.
- Importantly, their values and culture were required to match ours so that we were confident that you receive consistent, credible and consummate services and strategies.
- AFG are not aligned with any other stakeholders. Their license enables them to provide restriction-free, and therefore, accurate and truly well-balanced advice.
- AFG’s fees are competitive and we know that this is very important to you.
- Since AFG concern themselves with day-to-day management of your investment, this allows us to maintain our focus on your individual goals and other financial services, just like we always have.
Make an Enquiry
Contact Rubiix Wealth Advice today.
Rubiix Wealth Advice
Level 10, 50 Queen Street Melbourne VIC 3000 Australia | P +61 3 9603 0066 | F +61 3 9603 0077 | E admin@rubiixwa.com.au
For more information: If you would like advice or are interested in any of our services, please contact us.
Privacy Policy | Legal Disclaimer | Financial Services Guide | Rubiix Business Accountants