RK Financial Planning

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Simplifying Your Financial Life

At RK Financial Planning we work with individuals, couples, families, empty-nesters and of course retirees who are poised to enjoy the fruits of their life’s work.

Our clients are wage & salary earners, business owners and high income professionals, but they all have one thing in common - individuality.

More About You


  • Simplifying your Financial Life

    Our RK Financial Planning team is young and dynamic, educated and experienced and most importantly, committed to ‘simplifying your financial life'

     



  • Our Clients Always Come First

     As a founding principal practice of Fortnum Financial Advisers we embrace a genuine core value that our clients always come first.



  • Your Personal Financial Coach

    Your RK Financial Planning adviser provides you with information to make informed decisions.



  • We Change With You

    Life is dynamic, financial matters can be complex and things change.



  • Truly Individualised Advice

    We listen, really listen to identify your financial position now and to understand your needs and desires for the future.

     


Testimonials

John helped us clarify our goals, keep track of our finances, manage our cash flow and is even helping us rebuild our house after it recently burnt down. - Read More >

D&C Christian

John and Robbie give sound financial advice are well attuned to the opportunities in the market place for investments and above all, they’re trustworthy. - Read More >

D. Oliver

We’re conservative investors, and not interested in making a fortune. We just want reliable super. - Read More >

K. Holloway

I really like Robbie considering my individual circumstances, putting together a range of options and explaining the consequences of each choice. Doing so provides me with information to make some choices I wouldn’t have access to. - Read More >

L. Darlison

The biggest benefit for working with a financial planner like John is to maintain my wealth through good advice - Read More >

M. Baker

I believe we’re getting the support I need and expect from Robbie, I feel we’re in better shape financially because of it and I wish we’d done this earlier. - Read More >

P. Robins

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