About Us
At Rivkin, one of our primary objectives has always been to empower self-directed investors with
education and to cut through the investment world's noise by communicating what truly matters in an
easy-to-understand manner.
These guiding principles shape everything we do for our clients, who range from retail investors to family offices.
With a unique blend of family and staff ownership, we infuse both our family values and the unparalleled dedication of our staff into everything we undertake. Our commitment also extends to personally investing in our portfolios and carefully selected investments. Thus, when you invest with Rivkin, you're genuinely partnering with the entire Rivkin family and team.
Our services cater to a diverse group of investors.
These guiding principles shape everything we do for our clients, who range from retail investors to family offices.
With a unique blend of family and staff ownership, we infuse both our family values and the unparalleled dedication of our staff into everything we undertake. Our commitment also extends to personally investing in our portfolios and carefully selected investments. Thus, when you invest with Rivkin, you're genuinely partnering with the entire Rivkin family and team.
Our services cater to a diverse group of investors.
Rivkin Private Wealth
Catering to high-net-worth individuals, Rivkin Private Wealth adopts a holistic approach to work
with each client.
We define strategies for wealth creation, preservation, and transfer. Furthermore, we stand by
our
recommendations
by investing in each of our curated wholesale opportunities.
Rivkin Report
For self-directed equity investors, the Rivkin Report is an invaluable resource. It offers
investment portfolios
designed to provide absolute returns, as well as growth and income portfolios featuring
Australian and US shares. Members gain from the 200+ hours our investment team dedicates each
week to portfolio management and relevant market analysis.
Rivkin SMSF
Ensuring compliance with Australian legal standards, Rivkin SMSF services are ideal for SMSF
trustees. Our team can assist you in setting up a new SMSF or take over the administration of an
existing one.
Your financial success is our mission. The pillars of our success are rooted in our dedication to
high-quality
service, ethical conduct, and a strong focus on client needs. Utilising our broad-based expertise,
cutting-edge
tools, and unwavering commitment, we equip clients to confidently manage the intricacies of stock market
investments, ensuring they are well-positioned for a secure
financial future.
History
Our story begins with our founder, Rene Rivkin. After becoming a stockbroker in 1969 and opening his
first firm the following year, he quickly rose to prominence as one of Australia's most successful
stockbrokers. His expertise and influence were acknowledged when he was voted BRW magazine's Stockbroker
of the Year in 1985. In 1997, he launched The Rivkin Report, a weekly publication offering general ASX stock market advice to
investors. This marked the beginning of our journey as a financial services company. Over the years, we
have evolved and expanded our services to become a comprehensive financial services provider. Our commitment to providing sound financial advice and high-quality service has remained consistent
throughout our evolution. We continue to uphold our founding values as we strive to provide the best
possible financial solutions for our clients.
“If you don't love doing what you do and who you do it with, success might be elusive.”
Rivkin Rule No. 13 - Rene Rivkin
