His clients say it is his honesty, pragmatism and the fundamental desire to get things done that sets him apart from others in his field, while his peers cite trustworthiness, clear strategic thinking and a thoroughness that goes above and beyond expectations.
It is these qualities that equip John for the role of Eqeus Managing Director, where he leads an innovative, yet grounded, team of financial professionals committed to offering a fresh approach to financial planning.
After graduating university, John worked as an accountant, moved on to become a paraplanner with a major financial services group, stepped up to financial planner, moved into the role of business development manager with a major property developer before settling in to his role at RK Financial Planning, which proceeded his Eqeus evolution.
His success also has a lot to do with life experiences. At 17 years of age, John’s family home was gutted during the Sydney bushfires. Everything he owned, and everything his parents had worked for, was destroyed. It was a life changing event and John says that as an introverted and quiet young man it brought a realisation that life is to be lived and material things are just that.
Importantly, he learned that planning for the unexpected and having a financial plan that is flexible and able to adapt to your changing life circumstances is essential for establishing the support necessary for financial and emotional recovery.
It was perhaps this personal experience that paved the way for John’s career in financial planning – a role which allows him to help clients to organise, understand, anticipate risk and make the most of their financial affairs for now and in the future.