Our mission is to empower individuals and business owners to achieve financial success and security through personalised, transparent and forward-thinking financial planning and accounting services. We are committed to provide expert guidance, innovative solutions, and unwavering support, fostering long-term relationships built on trust, integrity and a shared vision for financial growth and prosperity.
Riordan Kruisheer Byrne-Jones
Committed to Provide Trusted Accounting Services
As a family-run business, rkbj Private Wealth is built on values of trust, integrity, and personalised services. We understand the unique financial needs of retirees and small to medium-sized businesses, ensuring every client receives customised solutions designed to simplify their financial journey.
Our reputation for reliability and excellence has made us a trusted partner for individuals and businesses alike.
Riordan Kruisheer Byrne-Jones
Our Core Values
At rkbj Private Wealth, our core values shape every interaction and decision, ensuring we deliver exceptional service with integrity and care.
Integrity
We believe in transparency, honesty, and ethical practices. You can trust us to provide accurate and unbiased financial advice every step of the way.
Personalisation
Your financial journey is unique. That’s why we take the time to understand your needs and goals, offering tailored solutions that work for you.
Excellence
With over 25 years of experience, we are committed to deliver the highest standard of professional service, ensuring reliable and results-driven outcomes.
Collaboration
Building lasting relationships is at the heart of what we do. We work closely with you, fostering a partnership based on mutual trust and shared success.
Innovation
We embrace modern tools and practices to simplify financial complexities, providing you with solutions that are both practical and forward-thinking.
Over a 10 year period rkbj has helped me with my financial needs, and guided me through retirement planning. Their expertise, professionalism, customer service and, above all, commitment to meeting financial goals, cannot be questioned (or beaten).
We have partnered with rkbj for many years now and he has been instrumental in providing us the correct guidance in preparation for life at the end of our working lives. Their advice has always been clear and beneficial for us, even during some rocky times. We can’t recommend their service highly enough and have referred many friends to rkbj for advice. Keep up the great work rkbj!!
We have been clients of rkbj Financial Planning for just over 20 years. Our financial advisor has always provided us with thoroughly prepared researched financial advice when reviewing our portfolio on a quarterly basis. Their Monthly newsletters give an informative outlook of the underlying conditions of the financial markets both in the U.S. and at home.
The ongoing financial knowledge and guidance provided to us over the past 3 years has been invaluable as we transition into our retirement years. We now have the confidence and security going forward in our retirement, knowing that our finances are being so professionally managed-thanks David and the rkbj team.
David Svent has been our Financial Adviser for twenty years. We meet with David 4 times per year where we do our Portfolio Review. We rely on David's advice financially to secure our retirement into the future. We recommend David for anyone looking to invest.
I have been extremely happy with the guidance and expertise rkbj has provided. The team always keep me informed and adjusts my financial plans as necessary. I feel confident and secure knowing that my financial future is in such capable hands. With rkbj, I feel confident and I highly recommend them to anyone looking for professional and personalised financial advice.
David Svent has been our family financial adviser for well over a decade. David and his team have provided us with support and some nice gains over this time. Although our catch ups are to review and amend our financial plans, we feel more than just a client and have lengthy conversations about family and life in general. We would happily recommend David to family and friends.
Real Stories. Trusted Partnerships
See how rkbj has helped businesses thrive with tailored strategies and expert support. Hear directly from our clients about the success they’ve achieved with us!
Why Choose Us
Our Difference
At rkbj, we stand apart from the crowd by offering a unique blend of expertise, personalised service, and unwavering commitment to our clients. By choosing rkbj Private Wealth, you’re partnering with a team dedicated to simplify the complexities of your finances and guiding you towards long-term success. Here’s what makes us different:
Family-Owned Legacy
As a family-run business, we prioritise trust, loyalty, and genuine relationships. You’re not just a client—you’re part of the rkbj family.
Dual Expertise
We seamlessly integrate two specialised services—accounting and financial planning—ensuring your financial needs are met with a comprehensive and cohesive approach.
Retiree-Focused Solutions
We specialise in providing financial clarity and security for retirees, helping you enjoy your golden years with confidence and peace of mind.
Proven Experience
With over 25 years of experience, we’ve built a reputation for delivering reliable, results-driven solutions to individuals and businesses alike.
Modern & Accessible
Our online presence and forward-thinking practices make it easy to connect with us and access the financial advice you need, when you need it.
Tailored Strategies
No cookie-cutter solutions here. Whether you’re a retiree securing your financial future or a business navigating tax complexities, our advice is customised to your goals.
What we Do
Our Dual Expertise
At rkbj Private Wealth, we provide a comprehensive range of accounting and financial planning services, tailored to meet your unique needs. With a commitment to excellence and a personalised approach, we simplify the complexities of financial management to help you achieve your goals.
Accounting Services
Individual Tax Returns
Complex Trust and Corporate Business Structures
Small and Medium Business Tax Returns
Business Solutions and Advice
Financial Planning Services
Financial Establishment
Income Distribution Strategies
Tax Minimisation Plans
Each division operates with a focus on tailored, results-driven advice to suit your unique needs.
Take the Next Step
Partner with rkbj Private Wealth for expert advice and a brighter financial future.
Partner with rkbj for expert advice and a brighter financial future.
Take the Next Step
Partner with rkbj Private Wealth for expert advice and a brighter financial future.
Partner with rkbj for expert advice and a brighter financial future.
Partner with rkbj today and embark on a journey to financial clarity and security.