Private Wealth

RFP’s Private Wealth service is a tailored advisory offering for individuals, incorporated societies or trusts with minimum investable funds of $500,000 or more.

Whether it’s building wealth over time, intergenerational wealth or seeking income in retirement, our advisory services are tailored to the required need.

Clients receive research, analysis and ongoing personalised advice at any time they require. Enhancements are also reviewed regularly and made in collaboration with the client.