We’re reimagining Financial Advisory with THE NEW RTA

The financial world, just like every other industry, is constantly evolving. New technologies and regulatory changes continue to shape the landscape, and successful financial advisory firms are those that can adapt and keep pace with these changes. At RTA, we are not only keeping pace with the changing industry but reimagining what financial advisory means in the digital age. We are excited to introduce you to THE NEW RTA: A brand that combines expert wealth and advisory services with the latest technology to provide a comprehensive approach to strategic financial solutions.

Our Evolution: As we continue to grow and evolve, it’s important that our brand accurately reflects who we are, what we value, and what we bring to the table. Our new brand identity represents our commitment to providing real, trusted, and authentic advice. We understand the complexities of the financial world and we aim to simplify it for our clients with a dynamic personalised collaboration approach. Our new logo and brand aesthetic reflect our commitment to innovation, modernity, and client-centric services. While our look has changed, our core principles and values remain the same. We are as dedicated as ever to helping our clients build their legacy through smart financial decisions.

Reinvented Solutions for you: At RTA, we offer a broad range of services designed to meet our clients’ diverse financial needs. Our service offering includes: Compliance and Secretarial Services, Providing Cloud Accounting Services, Systems Implementations, Financial Management and Planning, Wealth Management, Business Advisory, and Business Coaching. Whether you’re a business owner seeking guidance on financial management, an individual looking for wealth management advice, or a startup in need of business coaching, our team of experts is here to assist you.

A Team of Dedicated Professionals: Our team is the backbone of our brand. Every member of the RTA team is a seasoned professional with years of experience in their respective fields. As we transition to our new brand identity, we will be highlighting our team members’ backgrounds and expertise on our social media platforms. We believe in building relationships based on trust and credibility, and we want our clients to know the people behind the brand.

Our Redesigned Client-First Approach: At the core of our operations is a client-centric approach. We pride ourselves on offering authentic, value-driven advice that is tailored to our clients’ unique needs. We believe that every individual and business has a unique financial DNA, and our role is to guide them to make the most of it. To further improve our client experience, we will be rolling out a series of special offers and promotions that both our new and existing clients can enjoy.

Your Legacy, Reimagined: Financial planning isn’t just about numbers. It’s about dreams, goals, and legacy. Our job is to help you navigate the financial landscape so you can focus on what truly matters. With the new RTA, we are not just reimagining financial advisory services ─ we are reimagining your path to financial success.

A thrilling road lies ahead, and we invite you to step into the future of financial landscapes with THE NEW RTA

Your Prosperity is Our Priority


This article is a general information sheet and should not be used or relied on as legal or other professional advice. No liability can be accepted for any errors or omissions nor for any loss or damage arising from reliance upon any information herein. Always contact your adviser for specific and detailed advice. Errors and omissions excepted (E&OE).