Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
16
self-reported 11–50 band
Office countries
1
1 address
Company type
Privately Held
self-reported
Description
RFE has been helping accountants create, grow and manage their own financial service practice for 15 years. We are the provider of people, infrastructure, practice management, software and services in financial advice.
We have established over 25 joint ventures with quality accounting firms in Sydney, Canberra, Melbourne and regional NSW over the last 18 months.
Our approach gives the accountant equity, dividends, directorship and shared control of a financial services company.
A financial services joint venture looks and feels like an extension of the accountant’s existing accounting practice. All financial services are supported by a money back service guarantee.
The RFE approach is markedly different from the traditional referral model in two key ways:
1. RFE works proactively to grow a profitable business. We do not wait passively for referrals but create opportunities through a range of lead generation activities tailored to each joint venture practice.
2. Our accountant partners share in the revenue and equity value creation. We believe that accountants often underestimate the value they are referring to a financial planner – under the RFE model, this value is captured for the accountant.
Key Benefits to the Accountant
Show all 10 entries
- Our business model is profitable from day one.
- Generate a new source of revenue and build a capital asset
- RFE does the “heavy lifting” to grow the business.
- We offer 50/50 shareholding and board representation.
- We provide services under our own unrestricted AFSL and Credit License.
- Advisers are not incentivised to promote any particular product.
- Client interests are paramount.
- No upfront establishment costs.
- RFE manages all compliance and all human resources.
- We do not expect accountants to become a financial planner.
The list of client services that can be offered via the JV include: -
- Superannuation
- Retirement planning
- Investment advice
- Property
- Lending
- Life and other insurance
Specialties
All 6 specialties
- Licensee Company
- Lending Company
- Financial Planning Company
- Fast Loan Reducer
- Financial Practice (FP) Solutions
- Joint Ventures
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU110 George St; Parramatta, New South Wales 2150Primary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
3 employee profiles on record · names withheld.
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FAQ
How many people work at RFE Group?
The record holds 16 counted staff profiles at January 2026, inside the self-reported 11–50 band.
Where does RFE Group have offices?
One address on record, Australia only. Primary: 110 George St, Parramatta, New South Wales 2150.
Has RFE Group raised funding?
None linked to this brand.
What does RFE Group list as its specialties?
Six tags on the brand's own list, among them joint ventures.
Which companies are listed alongside RFE Group?
Five peer profiles on record: Oracle Advisory Group and CreaThink Solutions.