共建财富，共育幸福
共建财富，共育幸福
我们旨在重新定义“值得信赖的顾问”。在睿金所，被信意味着专业精准与真诚关怀并重。我们衡量成功的标准不仅是财富的累积，还有您生活的品质与内心的安稳。
我们旨在重新定义“值得信赖的顾问”。在睿金所，被信意味着专业精准与真诚关怀并重。我们衡量成功的标准不仅是财富的累积，还有您生活的品质与内心的安稳。
我们是谁
不只是会计师，更是您人生旅途的同行者
睿金所服务于那些寻找能够真正理解跨文化环境、尊重多代人价值观、珍视长久传承的个人、家庭与企业。 我们在澳大利亚、中国与新加坡三地深耕多年，以扎实的专业积累为基础，以真心的人文关怀为纽带。我们的工作不止于守护您的财富——更是陪伴您走向财务安全、家庭和谐与人生圆满的旅途。 总部设于墨尔本的我们，长期服务于重视深度与品质的高净值人士及家族。您所看重的，不只是合规与申报，而是有远见的战略思维、有温度的文化理解，以及经得起时间检验的信任关系。
我们是谁
不只是会计师，更是您人生旅途的同行者
睿金所服务于那些寻找能够真正理解跨文化环境、尊重多代人价值观、珍视长久传承的个人、家庭与企业。 我们在澳大利亚、中国与新加坡三地深耕多年，以扎实的专业积累为基础，以真心的人文关怀为纽带。我们的工作不止于守护您的财富——更是陪伴您走向财务安全、家庭和谐与人生圆满的旅途。 总部设于墨尔本的我们，长期服务于重视深度与品质的高净值人士及家族。您所看重的，不只是合规与申报，而是有远见的战略思维、有温度的文化理解，以及经得起时间检验的信任关系。
Our Mission & Vision
Our Mission & Vision
Our Mission
Our Mission
To better grow and evolve together
We are committed to continuous growth—deepening our expertise, expanding our wisdom, and evolving our capabilities—so that we can better serve our clients' changing needs and create lasting value that spans generations.
Our Vision
Our Vision
Build a joyful and fulfilling practice together
A place where excellence and humanity coexist, where professional success and personal flourishing support each other, and where every relationship—with clients, team members, and our community—contributes to collective wellbeing.
Together, we cultivate. Together, we grow.
Our Values
Our Values
Five principles that guide everything we do.
Five principles that guide everything we do.
Renewal 成长
Renewal 成长
We care about your complete wellbeing—not just financial outcomes, but family harmony, peace of mind, and personal fulfillment. Your happiness matters as much as your wealth.
Engagement 积极
Engagement 积极
We think long-term, act proactively, and invest in relationships measured in decades, not transactions. Your success over time is our commitment.
Excellence 至善
Excellence 至善
Pursuing the highest good through continuous self-cultivation. Rooted in "止于至善," we refine our character, deepen our knowledge, and never settle for "good enough."
Teamwork 协作
Teamwork 协作
We navigate Australia, China, and Singapore seamlessly, seeing connections and opportunities across jurisdictions that others miss.
Trustworthiness 信任
Trustworthiness 信任
You work directly with senior advisers who know you, your family, and your vision. No layers of junior staff. No impersonal service.
一步一印，有迹可循。每一个里程碑背后，都有一个关于初心的故事。
我们的成长历程
2015
创始
于墨尔本柯林斯街333号正式创立
帮助澳洲华人家族以更智慧的方式处理财富事务。在睿金所，我们致力于帮您过滤信息噪音，避免决策偏误，从而获得真正有价值的战略指引。
2016
夯实根基
迁入柯林斯街470号，建立正式办公室
以正道立业，以诚信筑基，为可持续的长远发展打牢基础。
2017
Community Expansion
Glen Waverley office opened
Bringing trusted advisory services closer to eastern suburbs community.
2018
Active Engagement
Launched community outreach and educational programs.
Sharing knowledge and building trust through transparency and education.
2019
Strategic International Growth
Partnership expanded with Vince joining as partner. Singapore office launched with Jenny. Tianjin team established.
Building cross-border capabilities to better serve clients' Australia-China-Singapore needs.
2020
Infrastructure Upgrade
Tasmania office opened. Melbourne offices upgraded to 350 Collins Street & 40 Montclair Avenue.
Creating physical presence to support growing client base with excellence.
2021
Values Transformation
Reshaped mission, vision, and values with leadership team.
Realizing that sustainable success requires aligning company growth with personal growth.
2022
Redefining Success
Introduced "4 Happy" indicators—health, relationships, growth, and results.
Client satisfaction and team wellbeing matter as much as business metrics.
2023
Return to Heart
Four functional departments established for holistic client service.
Meeting client needs comprehensively, not just transactionally.
2024
Deepening Learning
Book clubs and mentorship programs launched.
Collective wisdom and continuous growth create better outcomes for everyone.
2025
Present | Building Trust
Focused on deeper client relationships and greater value delivery.
In an uncertain world, what matters most is trust, insight, and genuine partnership.
Why RJ Plus
What Makes Us Different
Cross-Cultural Mastery
We don't just navigate jurisdictions — we understand the cultural context behind every business decision, family dynamic, and multi-generational value. Fluent across Australia, China, and Singapore, we see connections and opportunities others miss. Nothing is lost in translation — linguistically, culturally, or strategically.
Senior Expertise, Direct
Holistic Wellbeing Focus
A Circle of Trusted Experts
Why RJ Plus
What Makes Us Different
Cross-Cultural Mastery
We don't just navigate jurisdictions — we understand the cultural context behind every business decision, family dynamic, and multi-generational value. Fluent across Australia, China, and Singapore, we see connections and opportunities others miss. Nothing is lost in translation — linguistically, culturally, or strategically.
Senior Expertise, Direct
Holistic Wellbeing Focus
A Circle of Trusted Experts
为什么选择
What Makes Us Different
Cross-Cultural Mastery
We don't just navigate jurisdictions — we understand the cultural context behind every business decision, family dynamic, and multi-generational value. Fluent across Australia, China, and Singapore, we see connections and opportunities others miss. Nothing is lost in translation — linguistically, culturally, or strategically.
Senior Expertise, Direct
Holistic Wellbeing Focus
A Circle of Trusted Experts
Grow your wealth and happiness, together.
Your Journey Begins Here With Us
Whether you're navigating complex cross-border wealth, planning multi-generational succession, or seeking a trusted partner who cares about your complete wellbeing—we're here.
Grow your wealth and happiness, together.
Your Journey Begins Here With Us
Whether you're navigating complex cross-border wealth, planning multi-generational succession, or seeking a trusted partner who cares about your complete wellbeing—we're here.
Our Mission & Vision
Our Mission
To better grow and evolve together
We are committed to continuous growth—deepening our expertise, expanding our wisdom, and evolving our capabilities—so that we can better serve our clients' changing needs and create lasting value that spans generations.
Our Vision
Build a joyful and fulfilling practice together
A place where excellence and humanity coexist, where professional success and personal flourishing support each other, and where every relationship—with clients, team members, and our community—contributes to collective wellbeing.
