• Are you heading
    About Us
    We are here to help
    in the right financial direction?
  • We are with you
    When we can help
    of life's journey.
    along the way
  • We want to understand
    Our services
    and provide you with strategies to help you achieve your goals.
    what you want to achieve

Welcome to KR Financial Planning

Why Do People Like You, Choose KR?

Its important to know why clients are happy to be our clients.  So we asked them. The most commonly cited reasons were:

​1. Trust and Honesty – They trust us to do the right thing for them, suited to their circumstances and for their benefit

2. Accessible – They could contact us easily and rely on the response they receive

3. Friendly – We treat clients with respect, with a smile and with understanding

Starting Out

Building Foundations

Thinking About Retirement

Enjoying Retirement

  • ENJOYING
    RETIREMENT
    THINKING
    ABOUT RETIREMENT
    BUILDING
    FOUNDATIONS
    STARTING
    OUT

We can help you with...

Our team of qualified Financial Advisers can provide advice on a range of services.

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Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
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Wealth Protection

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
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Retirement Planning

Retirement may seem a long way off but putting money into super now is still a tax effective way to invest your money.
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Debt Management

Effective debt management is investing in the right type of assets, the interest you pay and prioritising your debts.
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Aged Care

It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
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Estate Planning

Estate Planning ensures your assets are distributed to the right people at the right time.
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SMSF

An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and administration of your super fund.
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Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

Read More....

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Retirement Planning

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from the effects of compounding returns.

Read More ....

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Wealth Protection

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.

Read More ....

Why Choose Us?

  • Exceptional Personal Service

    Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.

  • Ongoing Support

    Our friendly support team will support you throughout your journey with us and answer any questions you have along the way.

  • Knowledge and Experience

    Our Financial Advisers are highly qualified and have the knowledge and experience necessary to focus on all your important financial matters.

  • A Holistic Approach

    We want to understand exactly what you want to achieve in life and provide you with strategies to guide you towards your goals.

  • Ease and Convenience

    Deal with one company for your superannuation, investment, debt management, insurance and estate planning needs.

  • Keep You On Track

    We will keep you accountable along the way because we want you to stay on track to achieve your goals.

Meet Our Team

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Jake White

Co-Founder and Financial Planner

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Jane Brown

Financial Planner

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Chris Red

Practice Manager

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Ella Green

Client Services Manager

What Our Clients Say

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Sally Samuels

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Tim Samuels

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Peter Parker

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