ATTENTION FORWARD-THINKING INVESTORS…

We Want to Help
You Achieve
Investment Growth

Looking to get started investing and don’t have all the information you need? At
RDA, we help you make informed decisions, and help you take some of the unknowns
out of investing so you can focus on the here and now, knowing your future is yours

Let’s Get Started
*Book a Free Consultation Call
42+ Years

in the accounting profession.

91.3%

Current Client Satisfaction

2,000+ Clients

empowered to grow and scale their businesses with confidence.

You Have an Incredible Opportunity to Build Your Dream Future

Whether you’re running your own business or climbing the career ladder, one of your most valuable assets is time. Your choices today can help safeguard your future and allow you to enjoy retirement without worry or anxiety about what the future holds.

If you’re like the forward-thinking professionals we work with, you have exciting aspirations to retire better and earlier. You understand there’s always risk involved with investing, but with the right support and guidance you can make savvy decisions that suit your risk appetite, elevate returns and make critical investing decisions with confidence. 

The reality is that knowledge is power. 
Many clients don’t have the advice and guidance they need to set their investments up and give them control of their retirement.

Without the relevant advice and guidance, you risk gambling on your future instead of investing in it.

Let’s Get Started
*Book a Free Consultation Call

The Best Way to Predict Your Future is to Shape It

The choices you make today will shape your future. The right strategies can help you retire on your terms with

a financial safety net that protects your family and your legacy, but only if you can access the proper support,
information and relevant strategies to help you achieve your goals.

Time is your most valuable asset only if you understand the relationships between tax, asset protection and finance.
The correct accounting and taxation strategies are crucial to get the most out of your investment approach. Without
elevating your education, you risk missing out on investment strategies that could (and should) be preparing you for
a comfortable retirement. 

If you’re answering ‘yes!’ to ANY of the following, we’re here to help:

Are you confused by an abundance of partial information?

And you feel paralyzed because a single false step can have catastrophic results on your finances and future. 

Are you feeling

unsure about the investment decisions you’re already making?

And you’re left stuck wondering whether the smart move is to continue or reverse course
while your future is at stake.

Are your finances or investments set up correctly to protect your investment returns?

And you’re confused by the tax obligations of an investment property which make it difficult to know if you’re making the right choices.

Do you want to get
started and just don’t know how?

And you’re cautious of being strung along or sent down the wrong path by people “selling” investments to you.  

We don’t sell investments or products. We educate people to identify, measure and structure the right assets for them.
Success starts with knowledge and we are here to help you set up from an educated position. At RDA, we’re not here to tell you
what to do or what to invest in. It’s our mission to help you make better decisions and structure your future to protect

the assets you’ve worked hard to build.

Our Strategic Services are Designed to Help You Protect Your Assets Through Effective Tax and Legal Structures.

As strategic accountants, we look forwards (not backwards) and guide you to make your hard-earned money work for you whether you’re recently entering the property investment market or looking to add to your portfolio.

Here’s how we can help:

Investment 
Structure

We’ll help you choose suitable investment vehicles to ensure
your tax and asset protection requirements are met.

Investment Tax Compliance

With the right structure in place to meet your objectives, we will work with you to ensure your tax compliance obligations are met with a minimal amount of fuss. 

Tax on 
Investments

Different investments have different tax treatments, which can change depending on your investment structure. We will guide you on the most effective ways to keep the greatest amount of your investment return.

Let’s Get Started

“Are We Making the Smartest Decisions Possible?”…

If you’re like many of our clients, you’ve asked yourself that same question.

The challenge is the more you look into your investment opportunities, the more overwhelming they can become, leading to you missing out on opportunities or taking on unknown risks.

At RDA, we don’t believe investments should be “set and forget”. That’s why we work with you to actively review your investments all year round (not just at tax time) to help you enjoy the greatest returns possible. While you stay focused on running and growing your business, our team will help you to: 

our team will help you to:

  • Identify tax benefits that keep more money in your pocket.
  • Simplify and streamline the refinancing process to grow your portfolio.
  • Speed up your retirement date and take control
    of your future.
  • Understand how your wealth will be passed to the next generation and how to make sure the most goes to your family.
  • Maximise your debt efficiency by using tax effective strategies to maximise your cashflow.
  • Make risk-appropriate decisions that meet your changing life goals.
  • Navigate capital gains tax obligations and maximise
    your return.
  • Free up your valuable time knowing your investment is
    in safe hands.
  • Make better decisions with benefit of great support from our network of professionals.
Let’s Get Started
*Book a Free Consultation Call

Enjoy Strategic Financial Strategies
Tailored to Your Business

Your Next Steps Are Simple:

Step 1

Book a Free Consultation Call

Chat with our client concierge to understand how we can help you make more informed, strategically valuable investment decisions that consider your risk appetite and pair you up with the right person in our team.

Step 2

Work with an
Expert

Now that you’re paired with the right member of our great team we can help, whether you’re looking to better understand, kickstart or improve your investment journey, we’ll give you a clear roadmap with no surprises.

Step 3

Reach Your Big Picture Goals

If you choose to work with us, we’ll step beyond your ATO obligations and help you get moving to achieve your personal and professional goals.

Let’s Get Started
*Book a Free Consultation Call

Make Today the Moment You Take Control of Your Future

At RDA, our investment structuring strategies can help you mitigate risk, identify the best investment opportunities to align with your knowledge, goals, and help you track growth – all while you focus on running your business.

If you’re ready to explore how we can help you invest with confidence, book a free strategic financial consultation today.

Let’s Get Started
*Book a Free Consultation Call
Let’s Get Started
*Book a Free Consultation Call

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Nathan Davies BCom., CPA

Director

Bio

Empowering people to grow in business is why I took over RDA in 2013. Having enjoyed a diverse working background between Australia and the UK, I’ve had the privilege to work with brilliant minds and learn a lot of corporate business tricks. I love working as a team to give small business owners get a competitive advantage.

In my “thinking time” I enjoy being around fellow motorsport enthusiast, tennis players and golfers. I value learning and evolution. With a curious mind, I actively look for opportunities to grow and learn about new skills and gain knowledge from people who are exceptional in their chosen pursuits.      

Like to Know More About Working with RDA?

We're always looking for people who align to our values and don't want to
be a part of a "normal team". We encourage people to grow, develop and
learn actively. If this sounds like you, we would love to speak with you.

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