Rubicon advisers provide financial advice regarding a broad range of products and services as follows:

How We Do It

We take the time to get to know each of our clients, and understand their needs, wants, aspirations and financial position through a series of initial meetings prior to providing advice to you.

We believe so strongly that this part of the process is vitally important to crafting the right advice for you, that we do not charge a service fee for this pre-advice meeting.

Once you engage Rubicon to provide financial advice to you, we take the time to research and analyse your position before preparing and presenting advice to you that is designed to help you to achieve your goals.

Further information about Rubicon’s services and the costs relating to these services can be found in our Financial Services Guide