KR Financial Planning

Name

KR Financial Planning

Website

https://krfinancial.com.au

Company type

Private

Short description

KR Financial Planning is a privately-held Australian financial advisory firm based in Loganholme that offers personal financial planning services across retirement, wealth protection, debt management, and superannuation to individual clients.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Financial Coaching & Budgeting Advisory (FSAEAAAH)

Keywords

• Retirement planning
• Wealth protection advice
• Debt management advisory
• Superannuation advice
• Financial advisory services

Headquarters

HQ city

Loganholme

HQ country

Australia

HQ region

Oceania

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Core offering

KR Financial Planning renders complete advisory services in the field of retirement, wealth protection, debt management, and superannuation. The firm is positioned as a financial advisory practice serving clients seeking guidance across core personal financial planning disciplines.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning Advisory Advisory services covering retirement planning for individuals and households preparing for, transitioning into, or managing life in retirement.
• Wealth Protection Advisory Advisory services focused on strategies to protect accumulated wealth for individuals and households.
• Debt Management Advisory Advisory services addressing personal debt management for individuals and households seeking to manage or reduce outstanding obligations.
• Superannuation Advisory Advisory services related to Australian superannuation, supporting individuals in managing their superannuation holdings and related decisions.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• Count Financial: Aggregator-style advice network supporting independent financial planners across Australia, providing back-office, licensing, and technology infrastructure. Highly comparable model for a small advisory practice needing AFSL coverage.
• Shadforth Financial Group: Australian advice business delivering retirement, superannuation, investment, and insurance advice to individuals, structured under an aligned-advice model. Closely comparable service offering to KR Financial Planning.
• Hillross Financial Services: Long-standing Australian financial advice network focused on retirement, wealth creation, and wealth protection planning for individuals and families. Directly comparable target customer and service mix.
• RI Advice Group: Large Australian financial advice licensee supporting hundreds of advisers in retirement planning, wealth protection, and investment advice. Comparable model and client base.

Others

• AustralianSuper: Australia's largest superannuation fund. While not an advice firm, it represents the institutional super side of the same market KR Financial Planning's superannuation service addresses.

Broad incumbents

• Insignia Financial (formerly IOOF): Major Australian wealth and advice group whose brands (including IOOF, Shadforth, Hillross, RI Advice) deliver comprehensive financial planning across retirement, wealth protection, and superannuation. Comparable offering with much broader footprint.
• AMP Financial Planning: One of Australia's largest advice networks with thousands of aligned financial planners offering retirement, superannuation, and wealth protection services. Directly comparable in service mix, but operates at vastly larger scale with national distribution.
• Perpetual Private: Provides holistic financial advice, wealth management, and superannuation services to Australian clients. Overlaps directly in retirement, wealth protection, and advisory positioning.

Market position

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about KR Financial Planning