Rod Schubert of RSFA shares the unique features and aims of his award-winning business
Rod Schubert has always been passionate about numbers, so it’s no surprise that he’s been working in finance for 20 years, previously with two leading banks and now as the managing director of his own business, Rod Schubert Financial Advice (RSFA).
Skilled in buying and selling properties, Schubert has hands-on experience that enables him to resolve complex scenarios and deliver the services his clients need. In this interview, he told NZ Adviser about RSFA’s distinctive proposition, the qualities that make it one of the Fast Brokerages for 2022, and his plans for the coming year.
“The perception of service is very much individualised,” Schubert said, adding that RSFA aims to surpass customers’ expectations by providing advice in easy-to-understand terms. “Our key points of difference, as attested by our clients we speak to that have not had this potential service delivery, is that we are efficient and respond to your needs.”
Schubert himself, who has a strong background in lending, recruits and trains RSFA’s advisors so they can provide “clear, considered and effective communication”.
Over the last six years, the company has offered a multi-modal approach to maintain its clients’ financial well-being. The team’s services include providing “professional advice on mortgage lending, life and health risk insurance, KiwiSaver, investments” as well as domestic and commercial insurance, he said. RSFA’s professional connections also help clients save time when it comes to obtaining legal texts and valuation services.
Schubert emphasised that RSFA’s swift growth in the last 18 months has been due to the work of a talented multicultural, multilingual team of advisors, as well as competent administrative and social media support. He looks forward to further diversification to reach more communities across New Zealand. On top of these accomplishments, recent figures show how robust the business is.
“We’ve hit $600,000 turnover company-wide and our next milestone is $1,000,000,” he said. “We’re working in a considered way during the scaling process to better serve our clients and more areas that we can professionally assist them, like investments advice whereby we’re setting up an investment arm for managed funds and have multiple KiwiSaver agencies in place.”
In the next 12 months, RSFA would like to recruit more mortgage advisers, especially a life and health risk expert. The company is also intent on “setting up an investment platform by the end of 2023, and our new CRM software and supporting services, including the administration efficiencies,” Schubert said.
Furthermore, RSFA will pursue its evolving social media and marketing strategy, which will include additional podcasts and more interesting content, and will review ways to assist both advisors and clients in achieving their own targets.
