Contact RBK Advisory on (03) 9010 6000

Financial Planning, Management & Advice

You’ve earned the dollars, now watch them grow.

Financial Advice

Financial advice, superannuation and planning for the future. God that sentence is boring isn’t it? Let’s call it putting your dollars in smart places so that later on you can say hello to better holidays, another car… the kid’s university fees done and dusted. In general: more financial freedom (another awful term, sorry). Forget words like investment, insurances, budgets and superannuation for a minute. Our first port of call is to understand what you want. What are your financial goals? What does financial freedom (eugh) mean to you? Then we tackle the nitty gritty details and get you on track to wherever it is you want to go.

 

Our Services

  • Manage and grow your superannuation fund
  • Prepare you for retirement
  • Protect you and your family with the right insurances
  • Create a budget and structure for your finances
  • Implement investment strategies
  • Property Investment and Advice
  • Income Protection Insurance
  • Total and Permanent Disability Insurance
  • Life Insurance
  • Income Protection Insurance
  • Self Managed Superannuation
  • SMSFs

We’re Here For You

  • Convenient & Available

    We pride ourselves on being a little different… actually, a lot different. We are available for evening appointments and Saturday appointments all year. We also make it as easy as possible with our online sign up forms and phone appointments so that you can have your financial planning and advice meetings completed without even leaving the house.

  • Making The Complex Simple

    Explaining things and not sounding like a financial planner: it’s a fine art, but we have it nailed. Once you understand, you can make informed decisions. Let us help you get to know your position so you can set yourself up better for the future. We believe that education is crucial so that you understand what you are getting into. It makes you feel more comfortable and allows us to do our job.

  • Value Added Service

    We aren’t punching the time clock every time we pick up the phone to you. Let’s go beyond the numbers and get to know the situation. We are here for you when you need us because we care about every client, not about every dollar. We are also open and honest about how we charge and how we get paid. Part of that education process we mentioned explains all this so you know exactly what you are getting and what it's going to cost.

The Process

To find out more about our Financial advice meetings

1
Sign up securely online

Use our simple ‘Sign Up’ form to securely send RBK Advisory your details.

2
Quick phone call

One of our qualified advisors will call you at a time specified by you. This is usually a brief introduction call to discuss the next steps and work out a convenient time to meet to discuss how we can work together.

3
Feel better about your finances

You will feel a weight off your shoulders knowing you have made a step in the right direction – the direction toward ensuring your financial future is in good hands, being managed by people who care and have asked you what YOU want to achieve.

Find out more about Financial Advice today