Welcome to RG Financial Services.

RG Financial specialise in the provision of advice for those people looking to retire or are retired. Our firms sweet spot is for invested funds of $500,000 or more across simple & complex structures, accumulation or pension accounts, albeit personal super or Self Managed Super (SMSF).
The area of pre-retirement and retirement advice is built on managing the assets to deliver an income stream for life expectancy together with customised strategies to enable retirement to be successfully funded

Professional experience

Professional experience

We have more than 35 years professional banking and financial planning experience.
Trusted professional adviser

Trusted professional adviser

Our experience has allowed us to accurately listen to and understand key aspects of our clients lives.
Client focused

Client focused

At RG Financial Services we take a strategic approach to working with our clients.
Small, friendly business

Small, friendly business

At RG Financial Services we take the time to develop close working relationships with all our clients.

Testimonials

Neil J Kinney

General Manager (Retired) · St. George Banking Group
I have had the pleasure of knowing Robert Glascott in both a personal and professional capacity for nearly twenty years, more particularly, as a client of his in the area of financial services. Over this period Robert has consistently provided well researched, prompt and tailored advice, initially to me personally and then as a trustee of a self managed family Superannuation Fund. His broad and well informed knowledge of the economy, markets and the spectrum of available investment options has been of great comfort and no request for information or assistance has been other than professionally and diligently handled. Robert’s personal integrity has always been of the highest order. I have no hesitation in recommending Robert and RG Financial Services to any potential client.

Lyn and Graeme

Your capacity to listen to our differing opinions and approaches to investment and to then formulate an overall plan which will enable us to retire comfortably in our proposed timeframe has been much appreciated.

Owen and Patricia Gorman

Robert is one of a very few honest advisors, that we have been totally satisfied with. He is very knowledgeable & on top of all the ups & downs in the financial world. All his expertise has enabled us to follow & keep the lifestyle we wanted in our retirement.

Jill Woods

Robert Glascott owner of RG Financial Services is a man of indisputable integrity. He never loses sight of the responsibility to his clients in the sound management of their hard earned funds. His considered advice is based on years of experience and qualified understanding of the financial service sector

Robert and Stephne

On behalf of my wife and myself, I would like to thank you for your contribution to the financial security of our future. Even though we have had significant adverse financial impacts through my entrepreneurial activities, you have analysed our situation and developed a wide selection of alternative strategies with clearly defined outcomes. Given your logical comparison of the strategies, and coupled with your strong recommendation and supportive reasoning we are very satisfied that we are now embarked upon a path to a secure financial future.

Latest News

Tips for choosing a financial planner

Understanding why you should use a financial planner and then choosing a financial planner can be a complex and time consuming matter. Financial planners are able to assist you in meeting your financial and lifestyle goals and objectives and are trained to advise you on a wide range of financial ...

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Why buy shares for retirement?

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Merry Christmas to all

It is this time of year we all like to reflect on our busy lives and hopefully take some well earned time off to spend with family and friends. I would like to wish everyone a very safe and enjoyable Christmas and a very successful 2014. Kindest Regards, Robert.

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What is asset allocation?

Put simply, asset allocation is the combination of investment assets to create an investment portfolio, the combination of both income and growth investments will influence the performance of your investment portfolio and corresponding level of risk you may be willing to take. My clients...

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The importance of holistic financial planning

I was reminded this week of the importance of having a holistic financial plan. A client of mine called advising of the need to make a claim on his income protection policy as a result of an accident at work. This accident required my client to undergo surgery and take time off to recupe...

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Welcome to RG Financial Services ‘Experience where it counts’

Welcome to our new look! Over the past few months we have undertaken a full review of our online image and come up with a new look and feel that we believe represents the vibrant and creative side of RG Financial Services. Check out our new website as well;

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