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Cathie, 46 - 55 years, Kareela, NSW
"We met with Ryan to talk about our financial situation and goals. He was well prepared, very knowledgable and the discussion was so helpful & valuable. Can definitely recommend Ryan & the team!"
- Superannuation
- Managing Debt
- Retirement & Pension
- Property Investment
- Cashflow & Income
- Tax Strategies
Chris, 65+ years, Padstow, NSW
"Ryan was professional and made all concepts easy to understand. Listened to our questions and provided well informed answers. Ryan outlined our available options."
- Superannuation
- Retirement & Pension
- Cashflow & Income
- Tax Strategies
Rebecca, 35 - 45 years, Engadine, NSW
"I found Ryan to be open and easy to communicate with. He held the space for myself and my husband to ask all the questions we needed about the complex financial strategies we wanted to cover. He gave us ideas we hadn't considered and was responsive with providing us with the summary of all the things we had discussed."
- Shares & Investments
- Property Investment
- Cashflow & Income
- Borrowing
- Tax Strategies
- Growing Assets
Wayne, 46 - 55 years, Loftus, NSW
"Ryan gave us advice and options to improve our finances. He showed us our current financial position then provided goals & advice on how to improve it with various strategies."
- Superannuation
- Tax Strategies
Cherie, 46 - 55 years, Loftus, NSW
"Ryan was the thing we needed. He knew his stuff and was able to show our financial position clearly, in a way we could understand, he was also able to give us advice and options to improve and change our finances to work in with our life plans."
- Superannuation
- Retirement & Pension
- Cashflow & Income
- Tax Strategies
- Growing Assets
- Budgeting
Renee, under 35 years, Sutherland, NSW
"Ryan was extremely friendly and professional and was able to clearly explain my financial situation and options in a way that was easy to understand. He was very responsive to all emails and offered great advice in regards to HECS debt and house deposits."
- Property Investment
- Borrowing
Brooke, 35 - 45 years, Mount Saint Thomas, NSW
"Ryan took the time to explain all of his ideas and advice. He was responsive to my emails and questions and made sure that I understood through every step of the process. He took the time to understand my unique circumstances to ensure that any advice was tailored to my needs. I left our appointment feeling a lot more confident that I understood where I was at financially and how I could improve my situation moving forward."
- Superannuation
- Insurance Protection
- Cashflow & Income
- Tax Strategies
- Growing Assets
Graeme, 65+ years, Woolooware, NSW
"Ryan spoke in plain English to me to get my super sorted. He helped me understand what my fortnightly payments will look like in retirement to help me budget."
- Superannuation
- Retirement & Pension
Ryan, under 35 years, Oyster Bay, NSW
"Ryan showed a genuine interest in our financial situation to help us identify what our opportunities were and how to action them in a sensible way. Ryan is really open with his own financial experiences and strategies, and used this experience to inform his advice. Ryan was responsive to our feedback and needs regarding the advice we wanted, and the specific areas we wanted to focus on. Ryan is only too happy to provide ongoing tips and quick advice to questions arising from his advice, particularly on any more tricky aspects of actioning his advice. We are happy with Ryan's advice and can already see how it is helping us set ourselves up for long term financial security, bit by bit. We feel really confident that a long term relationship with Ryan will be a fruitful one."
- Managing Debt
- Borrowing
- Tax Strategies
- Growing Assets
Rebecca, under 35 years, Caringbah South, NSW
"Ryan spent the time to show me using his giant whiteboard, how to use my income in the best way to make money. He helped me budget & use the rest to put in place a saving plan for me with ASX shares & US shares which is something I always wanted to do just didn't know how. Thank you Ryan!"
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Cashflow & Income
- Complex Investments
- Socially Responsible
- Borrowing
- Tax Strategies
- Growing Assets
- Budgeting
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
- Property Investment
- Cashflow & Income
- Complex Investments
- Socially Responsible
- Small Business Advice
- Borrowing
- Tax Strategies
- Growing Assets
- Budgeting