Rajomon –
How to Apply
Rajomon makes it easy to take the next step.
Find the Approach
That Fits You Best
Rajomon Financial Advice
For those seeking advice before making financial decisions, speaking with a Rajomon adviser is the first step. Our licensed financial advisers will guide you through a structured review covering your superannuation, insurance, savings, goals and provide a clear, actionable plan forward.
Book a time that works for you
Your adviser will walk through your current position, priorities, and what's possible
We’ll build a personalised plan tailored to your circumstances
You’ll receive a formal Statement of Advice designed to drive action
Our team manages the entire implementation from advice to follow-up and ongoing support
Real financial advice, delivered by professionals who do this every day and do it well.
Rajomon Direct Investment
Rajomon offers two secure ways to apply for direct investment: a fast, digital option through our online platform, or a guided, personalised process with our Investor Relations team.
Create your secure Rajomon-Connexion account
Choose your investment structure (Individual, Joint, SMSF, or Company)
Provide your documents including driver’s licence, bank details, and any supporting information
ID is verified automatically or certified manually, depending on your approach
Submit your application digitally or return a signed hard copy if working directly with our team
Once received, we finalise your application and activate your Rajomon account
Our team is here to walk you through every step including preparing your documents & handling the submission for you.
Invest via Your Superannuation
You can invest through your super by speaking with your financial adviser, who can guide you through the process.
Don’t have an adviser? We're here to help—please contact us.
What You’ll Need
to Apply
To begin your application with Rajomon, here’s what you’ll need depending on the service you choose:
Financial Advice
- Valid Photo ID (Driver’s Licence or Passport)
- Your Tax File Number (TFN)
- A general overview of your Income, Debts, and Savings
- A recent Superannuation Statement
- Details of any Insurance Cover you hold
- Your Goals — whether short-term, long-term, or simply getting on top of things
Direct Investments
- Valid Photo ID (Driver’s Licence or Passport)
- Your Tax File Number (TFN)
- Your Bank Account Details
- Your Contact Information and Address
- Clarity on your Investment Structure (Individual, Joint, SMSF,
or Company)
What Happens After
You Apply
Once your application is submitted, here’s what to expect:
We Review and Verify
Your Information
Our team checks all submitted documents to ensure everything is complete, accurate, and compliant.
Your Rajomon
Account is Created
We set up your Rajomon account and link it to your selected services and preferences.
You Get Access
to the Rajomon Portal
Your secure client portal gives you access to your investment details, reports, and important documents — all in one place.
You receive
If proceeding via Personal Financial Advice:
- Your personalised Statement of Advice
- All required legal and compliance documents
- The full Rajomon Information Pack
- Support from your dedicated Financial Adviser and Client Services team
If proceeding via Direct Investment:
- Application Acknowledgement Letter
- Letter of Units confirming your investment
- The full Rajomon Information Pack
- Support from your dedicated Investor Relations & Support Coordinator
Ongoing Updates and Support
Our Member Services team is here to keep you informed and supported throughout your time with Rajomon.
Become a Rajomon Member Today
Whether you’re ready to get started or want to talk through your options — we’re here to help.
