Rivkin

Rivkin Building Wealth Across Generations Through our own decades of investment, we get markets, and their cycles and put our knowledge to work for you every day.

First published in 1997, the Rivkin Report has always aimed to help stock market investors cut through the noise and focus on what matters most. Today, the Rivkin Report reflects over 200 hours a week of collective work from our investment team to produce in-depth market research, and stock analysis as well as a range of data-driven strategies which target growth and income for Australian and Amer

ican portfolios. With a comprehensive educational program and dedicated market specialists for our clients, we strive to give you the tools you need to confidently manage your share portfolio and SMSF.

Stay ahead of the markets with the headlines that matter, delivered fresh every morning. Get expert insights, ASX update...
16/09/2025

Stay ahead of the markets with the headlines that matter, delivered fresh every morning. Get expert insights, ASX updates, and market-moving news straight to your inbox.

This and more in our FREE daily market insights newsletter - Morning Market Wrap.

https://rivkin.com.au/hide/morning-market-wrap-today/

SMSF FAQQ: What can an SMSF invest in?A: A wide range of assets, including shares, ETFs, managed funds, property, term d...
11/09/2025

SMSF FAQ
Q: What can an SMSF invest in?
A: A wide range of assets, including shares, ETFs, managed funds, property, term deposits, cryptocurrencies and more, provided they fit within your fund’s investment strategy.

The flexibility of an SMSF means you can shape your retirement savings around your goals, from property ownership to building a diversified share portfolio.

Ready to explore your options? Book a one-on-one call with a Rivkin SMSF expert today and discover how your super could work harder for you.

https://calendly.com/jon-casey-rivkin/smsf-consultation-intro?

Myth: You only need a financial plan when you’re close to retirement.Fact: The earlier you start, the more time your mon...
03/09/2025

Myth: You only need a financial plan when you’re close to retirement.
Fact: The earlier you start, the more time your money has to grow — giving you flexibility, confidence, and stronger financial outcomes.

No matter your age, a financial plan helps you take control today and prepare for tomorrow. Our advisers are here to guide you every step of the way.

Ready to get started? Book a call with Rivkin Wealth Advisors.

https://calendly.com/rivkinwealthadvisors/free-financial-strategy-collaboration-call-clone

Any professional investor worth their salt will tell you: timing the market is almost impossible. Instead of trying to f...
01/09/2025

Any professional investor worth their salt will tell you: timing the market is almost impossible. Instead of trying to find the perfect time to invest for the fear of potential losses, investing regularly over a longer period often delivers stronger long-term results than trying to time the market.

Why? Because consistency harnesses the power of compounding and removes the stress of predicting short-term market moves.

At the Rivkin Report, we help investors stay disciplined with model portfolios and expert research so you can invest smarter, not harder.

Click the link below to see how the Rivkin Report can help you achieve your financial goals: https://rivkin.com.au/how-it-works/

3 Financial Questions to Ask Yourself TodayIf you're serious about your future, these are questions worth pausing for, a...
27/08/2025

3 Financial Questions to Ask Yourself Today

If you're serious about your future, these are questions worth pausing for, and answering honestly.

1️⃣ Am I on track to retire comfortably?
2️⃣ Do I have a plan if life takes a turn?
3️⃣ Is my money aligned with what matters most?

The answers may surprise you, and they may show you it’s time for a clearer plan.

Whether you're in your 30s, 50s, or nearing retirement, it's never too late to check in.

Book a free consultation with Rivkin Wealth Advisors and gain the clarity you deserve.

https://calendly.com/rivkinwealthadvisors/free-financial-strategy-collaboration-call-clone

What is a Model Portfolio?A smarter way to invest with less stress.If you’re not sure where to start with investing, or ...
25/08/2025

What is a Model Portfolio?

A smarter way to invest with less stress.

If you’re not sure where to start with investing, or just tired of guessing what to buy and when, a model portfolio could be your shortcut to clarity.

The Rivkin Report gives you access to professionally built portfolios designed for income, growth, and long-term wealth, no jargon, no overwhelm.

✅ Diversified strategy
✅ Updated monthly
✅ Easy to follow
✅ Built by experienced analysts

Start investing with confidence. Start with the Rivkin Report.

Try it free for 14 days.

https://rivkin.com.au/14-days-free-trial-form/

While consolidation is often the go-to advice, there are strategic reasons why keeping a second super fund, especially a...
20/08/2025

While consolidation is often the go-to advice, there are strategic reasons why keeping a second super fund, especially an SMSF, alongside a retail or industry fund, could actually work in your favour.

From managing risk to diversifying tax strategies, having two funds might offer more control and flexibility than you think.

Learn why a dual-fund strategy could suit your financial goals.

Read the full article now.

https://rivkin.com.au/all/why-theres-merit-to-having-2-super-funds/

Did you know?People who have a written financial plan are 80% more likely to achieve their goals.Whether you're planning...
18/08/2025

Did you know?

People who have a written financial plan are 80% more likely to achieve their goals.
Whether you're planning for retirement, building wealth, or just want to feel more in control, a clear strategy makes all the difference.

At Rivkin Wealth Advisors, we help you turn goals into actionable steps, with expert guidance every step of the way.

Book a no-obligation call today and start planning with purpose.

https://calendly.com/rivkinwealthadvisors/free-financial-strategy-collaboration-call-clone

13/08/2025

Your retirement should be in your hands, not someone else’s.

With a Self-Managed Super Fund (SMSF), you have the flexibility to invest in what matters most to you, whether it’s shares, property, or beyond.

At Rivkin SMSF, we help everyday Australians take control of their super with expert support, tailored investment strategies, and full-service administration.

✅ Greater investment choice
✅ Transparent fees
✅ Full visibility over your retirement savings

Discover how SMSFs can give you more control, more confidence, and more freedom in retirement.

Learn more at https://smsf.rivkin.com.au/

Morning Market Wrap: Stocks Ease Off Highs Ahead of Key CPI; ASX Futures Drift Lower in Overnight TradingStay ahead of t...
12/08/2025

Morning Market Wrap: Stocks Ease Off Highs Ahead of Key CPI; ASX Futures Drift Lower in Overnight Trading

Stay ahead of the markets with the headlines that matter, delivered fresh every morning. Get expert insights, ASX updates, and market-moving news straight to your inbox.

This headline and more in our FREE daily market insights newsletter - Morning Market Wrap.

https://rivkin.com.au/hide/morning-market-wrap-today/

5 Mistakes to Avoid When Planning Your RetirementPlanning for retirement is about more than just superannuation, it’s ab...
06/08/2025

5 Mistakes to Avoid When Planning Your Retirement
Planning for retirement is about more than just superannuation, it’s about making smart, informed choices today that protect your lifestyle tomorrow.

In this carousel, we break down the 5 most common mistakes Australians make when preparing for retirement, and how to avoid them with confidence.

To Download our FREE eBook - 5 Mistakes to Avoid When Planning Your Retirement - use the link here: https://rivkinwealthadvisors.com.au/rwa-engage-portal/mistakes-to-avoid-in-retirement-e-book-engage/

Whether you’re a few years out or decades away, the best time to start planning is now. Swipe through to learn how to retire on your terms, and avoid costly financial regret.

Ready to take the next step? Book a free consultation with Rivkin Wealth Advisors today.

Disclaimer: Rivkin Wealth Advisors (RWA), ABN 56 612 316 202, AFSL 551201, is a close affiliate of the Rivkin Group. While RWA can offer personal financial advice, the information provided in this account is general advice only and no guarantee can be
provided that information, projections or estimates will actually occur.

04/08/2025

Planning is the Opposite of Worrying.
When you have a plan, you have clarity. You know where you're headed and how to get there, no more guessing, second-guessing, or stressing.

At Rivkin Wealth Advisors, we help you take control of your financial future with personalised strategies designed around your goals, lifestyle, and values.
Book a no-obligation call with one of our advisors today, and take the first step toward retiring with confidence.

Disclaimer: Rivkin Wealth Advisors (RWA), ABN 56 612 316 202, AFSL 551201, is a close affiliate of the Rivkin Group. While RWA can offer personal financial advice, the information provided in this account is general advice only and no guarantee can be provided that projections or estimates will actually occur. Actual results may be materially different from projections or estimates.

Address

8/1 Kings Cross Road
Sydney, NSW
2011

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+611300748546

Website

Alerts

Be the first to know and let us send you an email when Rivkin posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Rivkin:

Shortcuts

Share

Category