Future-focussed financial management
Firstly, I would like to thank you for taking the time to meet our organisation. It is my pleasure to introduce you to my business and dedicated staff; whose sole purpose is to help you to continually aspire and achieve. So dream big, because life has many paths and with our guidance, we’ll help you to grasp every opportunity!
I myself have been thoroughly enjoying the satisfaction of helping Australians reach their aspirations and financial goals since 2008. My experience extends from 2007 where I started in the financial planning industry as an administrative officer. I’m proud to continue my family’s love of financial planning, which extends over a total of three generations of expertise and a combined 95 + years of service to the industry!
I continually strive to develop my knowledge and skills in life and the finance industry, and each of my highly qualified staff members is encouraged and have a want to continually progress their knowledge. Knowledge is key, so our company’s policy on continued education strives to deliver a constantly improving, service and education offering to our valued customers!
Kind regards,
Lucas Smithers
Lucas Smithers - Managing Director
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How can RSM Fiancial assist your business?
RSM Financial was formed in 2016, but its history extends a lot further! RSM Financial Pty Ltd is the result of four established business minds coming together with the sole desire to think differently, act independently and provide valuable and lasting advice!
The RSM Group was established in 1985 to service the demand for customised insurance products for business and personal insurance needs. Their mandate was too evolved into one of Australia’s most dynamic insurance broking houses providing customised service to a broad range of clients and alliance partners. Over the 31 years, RSM Group have achieved this by becoming large enough to provide professional infrastructure, whilst remaining small enough to know that quality personalised service will always make a difference.
Each of our advisers are given the mandate to think differently, act independently and to ensure they provide valuable and lasting advice!
“Our philosophy toward financial planning is that a person should have a clear protected path from which they are able to evaluate their progress and grasp life’s opportunities”
Testimonials
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S & M Bogaars
My wife and I have been clients of the Smithers family business for nearly 40 years, and in all that time have had absolutely no reasons to move on to another financial advisor or to change any advice given. Of the 3 generations of Smithers I found Lucas to be the most helpful and informative. In the pass year since getting sick I do not know how we could have managed without Lucas’s help. I have so much to thank him for.
We constantly receive calls from Financial advisers to use them but our response is No Thanks we will not be moving.
Lucas is in constant contact with us and during the frequent meetings we believe his advice is 100% meeting our requirements. Judging criticism from our friends Advisers there is no comparison.
During the time Lucas has been on-board we have seen his advice and recommendations’ grow our investments considerably which has been very much appreciated, and he takes the time to ensure we fully understand what he is advising us on
Lucas has overseen all our matters, from Investments, Super, Insurance, Wills and excelled in every area. I have nothing but praise for him and have all trust and peace of mind in his advice.
Talking with friends and colleagues about their advisers and some of the comments they have made makes me appreciate the work Lucas has done and is still doing for us.
As far as recommending Lucas’s service to family and friends, we have been able to do so without hesitation or fear, and from the feedback we have received from everybody, we are happy and thrilled to have made the recommendations.
I would like to take this opportunity to thank Lucas for all his help and hands on attitude, and to especially thank him for his unfailing support during a very difficult time in my life, we couldn’t have done it without him.
A sincere thank-you Lucas
Regards
Steve and Mirella
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B & D Huttmann
The only thing that prevented me from seeking your advice initially was my arrogance that I 'had it all sorted'. How wrong was I? My husband, Dieter had been a client of your father's since he was about 18 (Dieter was 18 not your Dad) and kept saying that I should talk to you. Eventually I did and the rest is history. Now, we know where we are going financially, have clear instructions to follow, and know that we are likely to be financially secure in the future if we follow your suggestions. (insert fine print about uncertainty of financial markets here)
You have informed us, made us more aware of options and become a truly trusted partner in our goal for financial security.
Our investments have performed well over (?double) what we were on track to achieve with our old scheme. All the numbers blur - it's just good to know you are there for us when we need you. We trust you, and believe that we would be unlikely to be doing better with anyone else.
The best thing is that we have someone we can trust to guide us. This is especially important to us with all the concern over ethics in the banking/finance industry right now ... we trust you to give us sound and reliable advice.
Lucas I would (and have) recommended you wholeheartedly to friends and family.
Beverley & Dieter Huttmann
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R Mantello
I have been associated with Lucas Smithers since his father Gary has retired and has started the business RSM Financial. I have been a valued customer with his father Gary, for over 20 years and at first was a little hesitant that Lucas could offer me the same experience and service that his father has given me over the years.
For those that are looking to invest and start their financial journey they will be looking for an advisor that they can trust with their finances. You will be looking for an advisor who can relate with your needs and become a valued partner that can lead you through a life-long journey. I know I was in that situation when I started.
There were times during our journey together that he would have to show patience until I made my decisions, but he was always available to discuss its importance in achieving my future goals. There will be times in life that will throw other financial challenges along the way that will need to be discussed and considered, but Lucas would always assist and be available to help in coming to a solution.
Dealing with Lucas has been a very rewarding experience. He focuses on his client’s needs, circumstances and practices a very meticulous approach before making his recommendations, a trait that I value highly.
Over the years of association with Lucas I have come to appreciate the concern and loyalty that he has shown towards achieving a high level of customer care and trust, and I do not hesitate in recommending Lucas as a financial advisor to assist you in achieving your financial goals.
Yours truly,
R.Mantello.