Creating Wealth by Design

Solutions for a better financial future

About Us

“A goal without a plan is just a wish” - Antoine de Saint-Exupéry

At RDV Financial Services, we are a Financial Planning & Lending business dedicated to helping our valued clients’ grow and protect their wealth. Our method is simple, we listen to our clients, help them understand and identify what’s important to them, and work together to develop and implement strategies that will achieve these goals.

We offer a tailored service that includes strategies for wealth creation, retirement planning including SMSF advice, family & business protection, budgeting and debt management.

At RDV, we are a company built on integrity and take great pride in the level of service we provide to our customers. Everything we do, from our carefully selected insurance & investment options to our excellent customer service is designed with one thing in mind – making our customers lives better.


Our experts in financial solutions can offer you personal advice on the following:

  • Long term Wealth Creation
  • Budgeting & Debt Management
  • Family & Business Protection
  • Estate Planning
  • Home, Investment & Commercial Lending
  • SMSF Advice
  • Superannuation & Retirement Planning
  • Centrelink Planning
Find out more about our services

Why Choose RDV Financial Services

Our dedication to our clients and knowing exactly what they need is what we focus on daily.

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“We have been accounting clients of RDV for several years and always happy with the level of service we get. In our last review, Rocky asked us what we had in place if something happened and we couldn’t work. He arranged a meeting with John and they did everything for us – explained our options, looked at what we had, worked out what we needed, and helped us with the application process from start to finish. They were easy to deal with, and have given us peace of mind knowing our family is financial secure if something ever happens to either one of us”

Nathan & Ebony Mellor, Brunswick – Valued client since 2015 July 7, 2016