Regional Financial Planning, trading as RFPCQ Pty Ltd, RFPNQ Pty Ltd, RFPLW Pty Ltd, and RFPSQ Pty Ltd, is a prominent local financial planning service provider in Australia. Established in 2007 through a partnership between Greg Schmidt & Associates Pty Ltd, David Bow & Associates Pty Ltd, and Regional Insurance Brokers (CQ) Pty Ltd, the company has since expanded its presence with offices in Rockhampton, Mackay, Sunshine Coast, and Brisbane. In 2014, Regional Financial Planning further solidified its regional footprint by acquiring the Rockhampton-based planning firm Johnson Wigginton Kennard (JWK), enhancing its ability to serve a diverse clientele across central and northern regions.
With a strong emphasis on ‘National Strength with Regional Service,’ Regional Financial Planning prides itself on offering qualified and timely financial expertise to clients both within and outside central Queensland. As Authorised Representatives of Bombora Advice Pty Ltd, the company combines national resources with a local touch, ensuring peace of mind and security for its clientele. As part of the Regional Insurance Brokers group, which boasts over 150 staff and multiple office locations spanning from Cairns to Brisbane, Regional Financial Planning is well-positioned to deliver comprehensive financial planning services tailored to individual needs.
Over the past 12 years, Regional Financial Planning has built a reputation for providing top-notch financial planning services, leveraging its partnership with Bombora Advice Pty Ltd to offer a wide range of financial solutions. With a commitment to excellence and a focus on client satisfaction, Regional Financial Planning continues to grow and evolve, offering a blend of national expertise and regional service that sets it apart in the financial planning industry.