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Rosalind, 46 - 55 years, The Gap, QLD
"Ryan is an extremely professional and knowledgeable. He has been our financial adviser for over 7 years and he has provided us with the best possible service and advice during this time."
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Shares & Investments
- Tax Strategies
- Growing Assets
Katrina, 46 - 55 years, Ipswich, QLD
"Ryan is always attentive and informative. He takes the time to answer our questions, and explain details of our superannuation strategy, and fund performance and can make the complex simple. He assists us to identify and regularly review our financial and lifestyle goals and the strategies to achieve them and does so in a friendly and supportive manner. It can be too easy to set and forget superannuation and financial goals, and we find that having review meetings with Ryan has made sure that we stay focussed and responsive to changing markets and our circumstances."
- Superannuation
- Managing Debt
- Tax Strategies
Edward, 65+ years, Ripley, QLD
"Always attentive and helpful."
- Retirement & Pension
- Redundancy
Peter, 65+ years, Mount Warren Park, QLD
"A down to earth easy to understand consultant, that takes the time to listen,and advise as required,without the BS."
- Government Assistance
- Superannuation
- Retirement & Pension
Phil, 46 - 55 years, Stratford, VIC
"I've been a client of DFS (Ipswich) for nearly 20 years now and I find Ryan to be very dedicated and 'switched-on' when it comes to the different financial strategies to accumulate wealth."
- Superannuation
- Retirement & Pension
- Margin Lending
- Shares & Investments
- Tax Strategies
Nicholas, 56 - 65 years, Blenheim, QLD
"Ryan helped me establish a tax effective plan to accumulate wealth in preparation for retirement. I now have the confidence, my retirement goals and objectives will be achieved."
- Superannuation
- Insurance Protection
- Cashflow & Income
- Socially Responsible
- Growing Assets
- Wills & Estates
Shannon, 35 - 45 years
"Makes me feel in control of my finances, a pleasure to deal with!"
- Superannuation
- Insurance Protection
- Retirement & Pension
- Growing Assets
- Wills & Estates
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Margin Lending
- Shares & Investments
- Redundancy
- Cashflow & Income
- Socially Responsible
- Tax Strategies
- Growing Assets
- Wills & Estates