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About RDV Financial Services
Welcome to RDV Financial Services, located at 41 Cumberland Road, Pascoe Vale, Australia. As a trusted establishment in the finance industry, we specialize in Financial Planning and Lending, with a strong focus on helping our clients grow and protect their wealth.
At RDV Financial Services, our approach is simple yet effective. We prioritize listening to our clients, understanding their needs and goals, and working together to develop and implement strategies that will help them achieve financial success.
Our tailored service encompasses a wide range of strategies, including wealth creation, retirement planning (including Self-Managed Super Fund advice), family and business protection, budgeting, and debt management. We believe in providing comprehensive solutions that address all aspects of our clients' financial well-being.
Integrity is at the core of our company values, and we take great pride in the level of service we offer our customers. From carefully selecting insurance and investment options to delivering excellent customer service, everything we do is aimed at improving our customers' lives and ensuring their financial security.
Don't just take our word for it. Here's what one of our valued clients had to say about their experience with RDV Financial Services:
"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 financially secure if something ever happens to either one of us." - Nathan & Ebony Mellor, Brunswick
In addition to our exceptional services, we are pleased to offer new clients a free 1-hour consultation. This allows us to understand your unique financial situation and provide personalized advice tailored to your needs.
For those interested in exploring the benefits of a Self-Managed Super Fund (SMSF), we invite you to receive our free e-book. Discover how an SMSF may help you achieve your retirement goals.
RDV Financial Services is proud to be an Authorized Representative of APOGEE Financial Planning Ltd, a member of the National Australia group of companies. Rocco Di Vitto, John Traficante, and RDV Financial Services Pty Ltd are committed to providing reliable financial solutions.
Furthermore, Rocco Di Vitto from RDV Financial Solutions Pty Ltd is an Accredited Mortgage Consultant with MFAA and an Authorized Credit Representative of Port Group Pty Ltd. This ensures that our clients receive expert advice and guidance in the lending sector.
Visit us at our Pascoe Vale location and experience the difference that RDV Financial Services can make in your financial journey. Contact us today to schedule your free consultation and take the first step towards securing your financial future.
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