Rubiix Wealth Advice
A new opportunity to further your wealth
What is Rubiix Wealth Advice?
With changing legislation around advice, Rubiix Wealth Advice was established to provide a higher standard in financial advice to valued clients. Mark Debeljak and Stuart Coulthard of Rubiix Wealth Advice are Authorised Representatives of SMSF Advice, a subsidiary of the AMP Group. This partnership enables the business to draw on in-depth knowledge of the financial services industry. A wide range of plans, tools and training can be leveraged to ensure our advisers deliver the best possible advice to clients in the most efficient way.
Rubiix Wealth Advice also has an affiliation with Rubiix Business Accountants which allows us to work together and offer Financial Advice in conjunction with Accounting and Taxation needs.
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.
We are ready to take the journey with you. Are you ready?
About Us
Mark Debeljak and Stuart Coulthard are both directors and advisers of Rubiix Wealth Advice and have worked in the tax and business advisory industry for a number of years. Both Mark and Stuart have experience with a large number of business clients who are searching for a caring hand on approach. This means being more actively involved in clients business and financial affairs on a variety of levels. The directors focus on providing clients with more value added services to assist in determining an appropriate strategy to grow and control wealth accumulation and retirement goals. Our clients say this is the most important feature of our business as it means security, peace of mind and a good night sleep for the client.
Should a Self-Managed Superannuation Fund (SMSF) be an appropriate strategy, Rubiix Wealth Advice can proactively assist in identifying opportunities that will enhance the clients financial affairs approach, by utilising an SMSF.
Rubiix Wealth Advice 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*:
a) Self-managed superannuation fund (SMSF) – Retail Super Solution
b) limited recourse borrowing
c) re-contribution strategiesLife insurance and life-risk products
Investment strategy, including strategic asset allocation
Debt management
Estate planning
Retirement strategies, including transition planning
Business financial planning, including:
a) business real property transfer advice and succession
b) intergenerational strategies and planning for businessesPersonal 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, offer 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
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.
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 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.
Discover our latest news
To run your business successfully, be the first to know about all tax changes and innovations. Read tax news & professional articles from our experts.
Every day we post new articles covering state, local, and international taxation.
Check back soon for the latest blog posts from the Rubiix team.
Contact Rubiix Wealth Advice
If you would like advice or are interested in any of our services, please feel free to contact our office on 03 9603 0066 or [email protected]