Testimonials
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!
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).
Kerri C.
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!!
Paul S.
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.
David & Carmel C
I have been extremely happy with the guidance and expertise rkbj has provided. The team always keep me informed and adjust 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.
Kaye G.
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.
Sue & Barry Z
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.
Greg & Kathi O.
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.
Marie & Rob W.