About Our Firm

At Rivkin Wealth Advisors, we are committed to guiding you every step of the way, providing tailored strategies that align with your unique needs and aspirations.

Empowering Your Financial Future

Established in 2024, Rivkin Wealth Advisors was founded to meet the growing demand for comprehensive personal financial advice among clients of the Rivkin Group. Our mission is to offer holistic insights into our clients’ broader financial positions, ensuring they have peace of mind and confidence in their path toward achieving their financial goals.

Services

At Rivkin Wealth Advisors, we understand that every client has unique financial needs and goals. That’s why we offer a variety of services tailored to meet your specific situation, including retirement planning, investment management, estate planning, and more. Our experienced team of financial planners will work closely with you to develop a personalised strategy that helps you achieve your financial objectives. 

Approach

We believe that successful wealth management requires a long-term strategy that aligns with your goals and values. Our approach focuses on personalised financial planning and investment strategies that help you achieve financial security and peace of mind. We combine our expertise in astute stock selection and a caring approach to growing wealth across a range of assets to help you reach your financial goals. 

Client Success

At Rivkin Wealth Advisors, our clients’ success is our top priority. We are proud to have helped numerous individuals and families achieve their financial goals and secure their financial future.

Heritage

Tracing our roots back to the 1980s, our firm has built a robust foundation in astute stock selection. This rich heritage forms the cornerstone of our approach, enabling us to assist our clients in growing their wealth across a diverse array of assets. Our approach is not just about numbers; it’s about nurturing relationships and offering a caring and personal service that stands the test of time.

Commitment

At Rivkin Wealth Advisors, we are dedicated to providing personalized, comprehensive financial guidance tailored to your unique needs. Our commitment is to help you achieve your financial goals with confidence and peace of mind through expert advice, proactive strategies, and unwavering support every step of the way.

Generational Knowledge

We believe in the power of family involvement. By encouraging this within our firm, we ensure that the torch of specialised wealth knowledge is passed on to future generations. Our aim is not just to serve our current clients but to equip the next generation with the wisdom and tools to sustain and grow their family wealth.

Team

Jock Evans

Financial Advisor,
Rivkin Wealth Advisors

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Nikos Enginertan

CEO, Rivkin

Alex Galvin

Financial Advisor,
Rivkin Wealth Advisors

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Shannon Rivkin

Chairman & CIO,
Rivkin

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Sean Darwell

Head of Distribution,
Rivkin Private Wealth

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Thomas Silitonga

Director,
Rivkin Private Wealth

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"It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."

Robert Kiyosaki

Address
Suite 8 “The Elan”, 1 Kings Cross Road Rushcutters Bay, NSW 2011

Phone
0283023620

Email
wealthadvisors@rivkin.com.au

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DISCLAIMER: Rivkin Wealth Advisors Pty Ltd, ABN 56 612 316 202, AFSL 551201 makes no representation and takes no responsibility as to the soundness of any opinion or the accuracy or completeness of any information contained within this email. There may be a product disclosure statement or other offer document for the securities and financial products written about in this email. You should obtain a copy of the product disclosure statement or offer document before making any decision about whether to acquire the security or product. The PDS and target market determination (TMD) can be obtained for free by calling +61 2 8302 3620 or visiting our website https://about.rivkin.com.au/legal-documents/. Directors and employees of Rivkin Wealth Advisors may, from time to time, hold securities in companies mentioned in this email. Directors and employees may also earn fees, commissions, rebates and/or interest from products and services offered to clients of Rivkin Wealth Advisors.

THE CORPORATIONS AMENDMENT (MEETINGS AND DOCUMENTS) ACT 2022: Following recent amendments to the Corporations Act ; where you have provided us with your email address, we will now send notices of updates of activity and performance and annual financial reports (each a “Communication”) to you electronically unless you elect to receive these in physical form and notify us of this election. You have the right to elect whether to receive some or all of these Communications in electronic or physical form and the right to elect not to receive any financial reports at all. You also have the right to elect to receive a single specified Communication on an ad hoc basis, in an electronic or physical form.

PERFORMANCE DISCLAIMER: Rivkin Wealth Advisors advise you not to rely solely on back tested data or statistics in order to make any trading decisions. We suggest you contact our relationship managers to arrange access to our live membership site on trial basis. Here you will be able to view all actual historical trading recommendations (and results) provided to clients over the last 20 years which can be used to inform your own assessment of the potential returns based on your individual situation. Please be advice that past performance is not a reliable indicator of future performance. The value of your investment may rise and fall, and you may not receive the amount originally invested.