RBF Financial Planning

Lifetime financial peace of mind

RBF Financial Planners are a professional and dedicated team of financial advisers available exclusively to RBF members and their spouses. Our sole aim is to provide you with the support and guidance you need to achieve lifetime financial peace of mind.

A sound financial plan can help you to build, manage and protect your wealth so that you are able to achieve your financial and lifestyle goals both now and in retirement.

At RBF Financial Planning we will work with you to understand what is important to you and explain how we can help you achieve a secure financial future.

Appointments with planners can be made in Hobart, Launceston, Burnie and Devonport.

Contact RBF Financial Planning today on 1300 378 057 or invest@rbffinancialplanning.com.au and find out how a Financial Planner can help you achieve your goals.

Our history

RBF Financial Planning was established in 2001. RBF Financial Planning is wholly owned by the RBF Board which is the trustee of Tasmania's largest superannuation fund, the Retirement Benefits Fund (RBF). RBF has been Tasmanian owned and operated since its inception in 1904.

The experts in RBF

RBF Financial Planners are the experts in RBF. No-one is better placed than an RBF Financial Planner to provide you with personalised advice about RBF products including:

retirement planning
superannuation and rollovers
RBF Member Investment Choice advice

By seeing an RBF Financial Planner you will have access to the best knowledge of RBF products and services available.

Lifetime financial planning

When you see an RBF Financial Planner, we hope it will be the start of a relationship that lasts you a lifetime. Our Financial Planners can support and advise you on issues that are important to you in different stages of your life including:

wealth accumulation
salary packaging
investment advice
personal insurance advice
aged care/Centrelink advice

Our clients come first

We understand that when you see a Financial Planner you want the advice to be in your best interests and not motivated by what may be best for the Financial Planner.

At RBF Financial Planning we offer members advice on a fee for service basis. Our Financial Planners are not paid commissions or bonuses. Our only motivation is to help you achieve financial peace of mind.