KR Financial Planning is a “boutique”, privately owned advisory company. We have our own Australian Financial Services License (224558) and believe this offers clients an advantage over companies tied to large dealer groups and product providers.  We are free to deal with anyone we believe will benefit clients, and obliged to deal with no-one.

We are Members of the Financial Planning Association of Australia (FPA) and Nathan Baker is a Specialist Member of the Self-Managed Super Funds Association (SMSFA). Both of these bodies requires us to abide by strict codes of professional behaviour and ethics.  So you can be assured that we will always act and advise in our client’s best interest.

The business is owned by Nathan Baker and along with a strong team we are well qualified to assist you in your financial affairs.  Blending both experience across a broad range of business environments and a high level of formal education, we are equipped to provide you with appropriate strategic financial solutions to meet your individual needs.

​We specialise in pre-retirement and retirement planning. We also specialise in advice and administration for Self Managed Super Funds (SMSF) and currently help a large number of trustees with their ongoing administration and compliance functions in addition to providing select strategic, structural and investment advice within these structures.

The hallmark of our advice will be professionalism, integrity, respect and value for money.