Established in 1999 with over 36 years of collective experience via accredited, highly skilled and qualified advisers.
We pride ourselves in putting our client’s best interest ahead of our own with zero conflicted remuneration and privately owned held Australian Financial Services Licence.
Book Expert Financial advisers With rkbj
rkbj has a team of expert financial counsellors available to assist you with the management of your finances and ideal ways to enhance your financial stability. Our wide range of financial services is designed to help you regain your financial well-being while dealing with long-term challenges.
We are equipped with the most dedicated and qualified team of financial counsellors who will review your financial problems and provide you with meaningful insights to make informed decisions.
Secure your financial stability and be in safe hands with rkbj!
Book Expert Financial advisers With rkbj
rkbj has a team of expert financial counsellors available to assist you with the management of your finances and ideal ways to enhance your financial stability. Our wide range of financial services is designed to help you regain your financial well-being while dealing with long-term challenges.
We are equipped with the most dedicated and qualified team of financial counsellors who will review your financial problems and provide you with meaningful insights to make informed decisions.
Secure your financial stability and be in safe hands with rkbj!
Risk Management
Our premium risk management services help you identify, assess and mitigate potential risks that could negatively impact your financial stability. We develop contingency strategies to protect your financial well-being from unexpected events, and offer proactive guidance to navigate any financial challenges that may arise.
Tax Minimisation
We help you strategically in managing your finances to legally reduce tax obligations and maximise your income or profit. We advise our customers to contribute to tax-deferred accounts like retirement funds to get benefits from the tax credits. Our strategies ensure the optimisation of your financial situation and that you are paying accurately while complying with the legal requirements.
Estate Planning
We also provide comprehensive assistance in the process of management and distribution of a person's assets after death. We take into consideration any of their wishes regarding the wealth distribution and minimise legal challenges for the loved ones. Property, investments and personal belongings are transferred to the deceased legal heirs, turning the time-consuming legal procedure into a smoother estate planning journey.
Assistance to Achieve Your Financial Goals
One of the objectives of our operations is to assist our esteemed clients achieve their financial goals through our expert guidance. Our team can support you in planning for a secure retirement, saving for a major purchase or managing your day-to-day finances. We offer tailored solutions that can help you reach your objectives and achieve financial success.
Expert Retirement Planning
Our expert team devises financial strategies to ensure that you have a steady income and sufficient capital to maintain a good lifestyle through your retirement. We assess your financial situation and future goals to design a personalised strategy that ensures your financial security and preserves your savings, considering healthcare and inflation costs.
Choose From A Range of Services We Offer
Why Choose Our Financial Services?
- Our team is equipped with qualified professionals with the right expertise to offer you personalised solutions for your financial needs.
- As a reliable service provider, we offer accurate and up-to-date knowledge to help you make well-informed financial decisions.
- Our services are customised to meet your specific needs and goals, including tax minimisation and retirement planning.
- We adhere to all Australian government regulations and policies to protect your financial transactions.
Why Choose Our Financial Services in Victoria?
- Our team is equipped with qualified professionals with the right expertise to offer you personalised solutions for your financial needs.
- As a reliable service provider, we offer accurate and up-to-date knowledge to help you make well-informed financial decisions.
- Our services are customised to meet your specific needs and goals, including tax minimisation and retirement planning.
- Our services comply with all the legal requirements and policies framed by the Government of Australia to safeguard your financial transactions.
Partner with rkbj today and embark on a journey to financial clarity and security.