Who We Are
Rubicon Financial Services Pty. Ltd. (‘Rubicon’) is a privately owned Financial Planning business that has operated since 2000 under Australian Financial Services Licence No. 234721.
Our Clients
Typically, our clients are individuals and couples who are:
- Looking to build and protect their wealth so they can enjoy living life now, while also planning for their future;
- Planning for their retirement so they can feel prepared knowing that they have a plan in place that could help them enjoy the kind of lifestyle they want now, and in retirement;
- Retired and make smart investment decisions to ensure that they can continue to live their best life in retirement.
Our clients seek personalised, fit-for-purpose advice and more transparency about how their money is invested and managed.
What We Do
At Rubicon, we put you at the heart of what we do.
We work alongside you, and where you ask us to do so, with your preferred accountant, mortgage broker and/or solicitor, to help you achieve your financial and lifestyle needs and goals.
Rubicon Financial Services Pty. Ltd. is the Licensee responsible for this advice.