Take Your First Step

Towards achieving financial wellbeing.




National Certificate in Financial Planning | Associate Financial Planner™ (AFP™) | Certificate in Wealth Management

Member: Financial Planning Institute (FPI)


We're here to enhance your financial wellbeing for a secure future.


Most financial plans begin and end with the products. Your plan needs to begin and end... with you.


Having asked the right questions about your life, we will research and create the financial choices that you can choose to best suit you.


With a clear understanding of who you are, and what you want, you can make powerful and informed choices.


Your life will keep changing, and you should be able to change your choices too. We can review your plan and enhance it when needed by exploring, creating and choosing.

Are you ready to take charge of your financial future?

At Wallace-Rubidge Financial Services, we understand that financial wellbeing is an essential foundation for a fulfilling and stress-free life. That's why our commitment to your financial wellbeing is rooted in a client-focused ethos. We place your interests first, provide professional services with integrity, and offer sound, impartial advice.

Custom-made solutions for you.

With years of experience and a deep understanding of the unique challenges faced by mature women and retired individuals, we are dedicated to providing personalised financial advice and strategies tailored to your specific needs. Our holistic approach focuses on maximising your financial potential, preserving your wealth, and ensuring a comfortable lifestyle for years to come.

Why Choose Wallace-Rubidge Financial Services?

Expert Guidance: Our seasoned knowledge and expertise empower you with the right information and strategies.

Personalised Approach: We recognise that every client is unique, and we take the time to understand your goals, concerns, and aspirations. Our customised solutions are designed exclusively for you.

Trust and Integrity: Upholding the highest standards of ethics and professionalism is part of our ethos. Your best interests always come first, and we maintain complete transparency throughout our partnership.

Comprehensive Services: From retirement planning and investment management to tax optimisation and estate planning, our wide range of services covers all aspects of your financial journey.

Peace of Mind: By partnering with Wallace-Rubidge Financial Services, you can relax knowing that you have a trusted advisor by your side, helping you navigate complex financial decisions and keeping you on track towards a secure future.

Don't let financial uncertainty hold you back from living your best life.

Contact us today to schedule a consultation and take the first step towards achieving financial freedom and security. We look forward to being part of your journey towards financial wellbeing.