Rajomon Financial Advisory
Wealth Advice That Finally Started Health-Caring.
Many Australians Are Winging It with Their Finances
Stock-standard super. Outdated insurance. Half-baked wealth strategies. No plan for rising health costs — all on top of a growing cost of living. Most people are making major financial decisions with only half the picture and that’s just not cutting it anymore.
Rajomon changes that
We combine your wealth and health with tailored financial advice, practical investment plans, and real healthcare benefits because your money, your health, and your future are all connected. Your advice should be too.
And because health is wealth, every eligible client who completes a wellbeing review and joins Rajomon receives their HealthGap Allowance on us — to use on doctors, dentists, physios, wellness and more. Because without health how can you focus on your wealth.
What We Offer:
At Rajomon, we provide integrated financial and health planning solutions designed across every part of life. From superannuation and investments to insurance, lending, and health cover, we connect the dots between your money and your wellbeing, so your strategy works as a whole.
Superannuation
Take control of your retirement savings with tailored SMSF advice and support.
Self-Managed Super Funds (SMSFs)
Take control of your retirement savings with tailored SMSF advice and support.
Risk & Personal Insurance
Protect what matters most with insurance strategies — including cover funded through your super.
Personal Investment Advice
Build an investment portfolio aligned to your goals, risk profile and timeframe.
Property Investment:
Get advice on buying, selling, or integrating property into your broader wealth plan.
Tax & Estate Structuring:
Plan ahead to protect your assets, minimise tax, and pass on your legacy with intention.
Lending Solutions:
Find the right loan with personalised guidance and lender negotiation — whether for home, investment, or business.
Health Insurance
Cut through the noise and find the right cover for your needs and budget.
Health Finance Planning
Align your financial strategy with upcoming health costs — elective, preventive, or unexpected.
Healthcare Service Provider Access
Connect with our network of doctors, dentists, physios, and wellness practitioners — with support through the HealthGap Allowance.
Who is this for ?
Myself
Myself and Partner
Family
How We Do It
Our simple four step process to Joining Rajomon
Apply Online or Book a Call
Fill in your basic details — we’ll take it from there. A member of our team will contact you promptly to confirm your details and make sure you’re attended to.
Meet with a Rajomon Professional
In person, over the phone or via video — whatever suits you best. This stage is all about understanding you and your goals, answering your questions, and building the relationship to move forward with clarity.
Activate Your Rajomon Membership
We’ll present your Statement of Advice and explain any applicable fees and show you how your financial position can be improved with Rajomon’s Advice.
Welcome Aboard
Once you’re onboard, you’ll start receiving your advice, support, and health benefits — all managed through our secure online client portal.
The Value
of Financial Advice
Financial advice typically comes in two forms: general and personal.
General advice
General advice is suitable for individuals who have a clear understanding of what they want and feel confident managing their own financial wellbeing. It provides guidance without considering your specific circumstances.
Personal advice
Personal advice, on the other hand, is where the real value and long-term gains emerge. With personal advice, a qualified team of advisors and planners takes the time to understand your unique goals, needs, and financial situation—then tailors a strategy specifically for you.
As shown below, Rajomon clients who receive personalised advice often see a stronger return on investment. That’s because more planning, expertise and support are directed toward helping you achieve what matters most.
Rajomon HealthGap Allowance
A first-of-its-kind benefit for everyday Australians looking to take control of both their wealth and health.
We work directly with you to deliver:
- Doctors and dentists
- Physio, chiro, osteo, massage
- Therapy and mental health support
- Gym memberships and wellness services
- Pharmacy and other approved healthcare costs
How It Works
Find out if you're eligible for the HealthGap Allowance
Pay for your eligible healthcare service upfront, then submit a claim through your Rajomon account.
Once approved, the cost is reimbursed from your HealthGap Allowance.
Your allowance stays active for as long as you’re a Rajomon member—use it when you need it.
To learn more, speak with a Rajomon wellbeing adviser.
Stories From Our Clients
Hear what our clients have to say about their journey with Rajomon.
This was my first investment and the team at Rajomon walked me through the process with ease. i have been an investor since 2023 and my investment return has been 20%. i can't recommend Rajomon enough. The ongoing support has been amazing thank you Rajomon team.
Personable and professional service
I've been an investor with Rajomon since 2023, and my experience has been smooth from onboarding to now. The process has been seamless, and I'm highly satisfied with the results. I would confidently recommend Rajomon to family and friends.
Industry Partners
Recognised. Regulated. Respected.
Forms & Documents
All essential PDFs for new and existing Rajomon members
FAQ
Got a question? We’ve covered the essentials below.
Better wealth. Better health. One conversation.
Whether you’re ready to invest or just want to clarify a few things, our Investor Relations team is here to support you.
