Raymond Martinez

As a dedicated financial adviser, I specialise in providing tailored, holistic advice to both retail and wholesale clients along Australia’s eastern seaboard. With nearly 20 years of experience in the financial services industry, I recognise that each client has unique goals and challenges. The approach myself and the business likes to focus on is around three primary pillars; Build, Manage, and Protect.

Build

Building wealth is the foundation of any financial plan. This phase involves creating a solid strategy to grow your assets over time. This includes things like; Goal Setting, Investment Strategies, Savings Plans, and Income Generation to name a few.

Manage

Managing wealth is about maintaining and optimising your financial resources to ensure they continue to grow and support your goals. This phase includes; Portfolio Management, Cash Flow Management, Tax Planning, and Debt Management

Protect

Protecting wealth is crucial to safeguarding your financial future against unforeseen events and ensuring your legacy. This phase encompasses: Risk Management, Estate Planning, Asset Protection, and Contingency Planning

By focusing on these three pillars—Build, Manage, and Protect— I look to assist you creating a robust financial plan that helps you achieve your goals and secure your financial future.

My commitment is to deliver clear, actionable advice that empowers clients to make informed decisions with confidence. By staying ahead of industry trends and continuously enhancing my knowledge, I ensure that the strategies I recommend are not only effective but also aligned with the latest market developments.

I take pride in building long-term relationships with my clients, offering ongoing support and guidance as their financial needs evolve. Together, we can create a robust financial plan that helps you achieve your goals and secure your future