Kellie Rayner

Rayner Planners Pty Ltd

Gold

26 Yrs Experience

Moonee Ponds, VIC 3039

About Kellie
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With over 26 years of experience in financial planning, I am proud to serve as the Director and Principal Adviser at Rayner Planners. We are a privately owned financial advisory firm based in Moonee Ponds, dedicated to helping clients make informed financial decisions with confidence.

Our areas of expertise include:

Financial management
Investment advice & portfolio management
Insurance & superannuation
Retirement planning & aged care strategies

Our Approach

At Rayner Planners, we focus on creating straightforward, cost-effective strategies tailored to help you achieve your financial and lifestyle goals. We believe in providing personalised, high-quality service built on trust, transparency, and ethical advice.

Understanding that big financial decisions can feel overwhelming, we take the time to explain every detail of your financial plan, ensuring you're comfortable and well-informed throughout the process. As your trusted financial partner, we leverage our experience to help you navigate any challenges and stay on track toward your long-term success.

Flexible Consultations

We offer in-person consultations at our Moonee Ponds office or virtual meetings via Microsoft Teams, providing convenience no matter where you are.

Professional Credentials

Kellie Rayner is a Sub-Authorised Representative of Rayner Planners Pty Ltd (Corporate Authorised Representative No. 1263283) and holds Authorised Representative No. 449713.

Rayner Planners Pty Ltd is a Corporate Authorised Representative (No. 1263283) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No. 223135.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Redundancy
Aged Care
Cashflow & Income
Tax Strategies
Growing Assets

4.75 March 2025

I cannot recommend Kellie highly enough. She is thoughtful, diligent and a good listener. For me she makes things very understandable so you know what your plan is and how it works. Many other financial planners I have experienced talk at a very high level and don't always demonstrate appreciation of the practical. This is a key difference with Kellie. Kellie makes time to understand your individual needs and how best to support you.

5.00 February 2025

Kellie has been our financial adviser for 10 plus years. During that time, we have developed a great professional working relationship. Kellie has continually provided us with sound information and knowledge and where need be, tailored it to suit our needs and changing circumstances on a couple of occasions to suit our changing situation. We have complete faith in Kellie's ability to steer us in the right direction and this has been evident in our past dealings with her. Her advice has always been extremely helpful.

4.50 February 2025

Kellie is readily available when I have requested assistance and finds the best solutions and financial benefits when required.

4.75 February 2025

I have found Kellie to be extremely knowledgable in her field and she has assisted me greatly across various areas of financial need over the years. She also shows a genuine interest in your life and circumstances beyond the client/service provider relationship.

5.00 February 2025

Kellie was not in a hurry when explaining the information. She made sure that I understood the process and all the areas I was needing support with. Kellie listened to my needs and arranged my retirement plan accordingly. She is very patient and willing to go the extra mile to make sure that I was comfortable. Kellie is great with returning phone calls and emails. I would highly recommend her.