Spending power
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Spending power
Key facts
Counted staff
1
self-reported band not used
Founded
2003
23 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
Established in 2003, RK Financial Planning is part of the Rosenfeld Kant Group. Rosenfeld Kant & Co has provided taxation, accounting, audit and business advice for over 30 years.
RK Financial Planning comprises a new era in financial advice delivered on a Fixed Fee for Service basis and with a philosophy of “Our clients always come first”.
We identify needs through our Six-Step financial planning process and quote a fixed fee for service in accordance with your needs and complexities. Our goal is to provide our clients with clarity and value for money service.
Your RK Financial Planning adviser is in effect your own personal financial affairs project manager. We simplify your financial world for you.
RK Financial Planning is a principal founding practice for Fortnum Financial Advisers, a privately owned financial planning dealer group that is supported by dedicated researchers and expert investment portfolio managers.
For RK Financial Planning clients, this represents access to high level service and expertise which delivers truly ‘individualised’ financial plans, which is an alternative to a one-size-fits-all approach or a particular product offered by many financial institutions.
Specialties
All 7 specialties
- Financial Planning
- Divorce Recovery
- Superannuation/SMSF
- Insurance
- Estate Planning
- Coaching and Education
- Under 30's
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AULevel 24, Tower 2; 101 Grafton Street; Bondi Junction, NSW 2022Primary
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Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
1 employee profiles on record · names withheld.
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FAQ
How many people work at RK Financial Planning?
The record holds 1 counted staff profiles at January 2026. Its self-reported band sits above that count and is not published as a headcount.
Where does RK Financial Planning have offices?
One address on record, Australia only. Primary: Level 24, Tower 2, 101 Grafton Street, Bondi Junction, NSW 2022.
Has RK Financial Planning raised funding?
None linked to this brand.
What does RK Financial Planning list as its specialties?
Seven tags on the brand's own list, among them insurance, financial planning and estate planning.
Which companies are listed alongside RK Financial Planning?
4 profiles list RK Financial Planning as a peer — 67th percentile in Financial Services. It lists ten peers of its own. Industry Moves (has moved to Financial Standard) and Connect Financial Planning Services list it back.