Hi, I’m Ray - Senior Financial Planner servicing across Sydney metro and reginoal areas.
I have worked in financial services for over 15
years and I feel privileged that I'm able to make my life's
work helping my clients to live their best life.
I know thatplanning for your future can be overwhelming at timesand every situation is different. That’s where I can help
you with a range of solutions, including:
o Superannuation and Allocated Pension
o Insurance (Personal and Business Insurance)
o SMSF (Self Managed Super Funds)
o Retirement Strategies and Annuities
o Assist with Centrelink Strategies
o Tax Effective Strategies
Clear and concise communication. Excellent presentation regarding retirement strategy which included tax planning in retirement. Very happy with advice.
Ray Regmi is a dedicated professional in his field in which he provides quality service on a range of products.
His experience and expertise were evident when he questioned me about my needs and what outcomes I hoped to achieve. The end result was advice and strategies to attain my goals.
Ray is also extremely aware of his responsibility in handling his clients' money. He is always up to date on new legislation thus ensuring that his clients reap the rewards, and I'm one of them.
I honestly couldn't fault Ray as an adviser, he is highly competent and very knowledgeable across the board in assisting me with my financial needs, from start to finish he was very time and deadline efficient and kept me updated through the entire process from our initial meeting to requirements needed from me to a comprehensive statement of advice, and he has put me in a far better financial position.
Highly recommended 👌
Huge thank you to Ray Regmi who has been a phenomenal help in the last recently in helping me with my insurances and super planning. I wouldn’t know my Super insurance policy benefit as well as life insurance policy and benefits in details without his help. He help me to decrease my month repayment in life insurance as well.
Ray you are amazing I would have given you a 100/100 if I could.
- Adviser status Gold
- Number of reviews 13
- First year providing advice 2010
- Years of experience 13
- Bachelor of Business (Accounting)
Ryker CapitalShop 127, 158 Day St
Sydney, NSW 2000
- 10:00am – 3:00pm Saturday
- 8:00am – 6:00pm Monday – Friday
Synchron Advice Pty Ltd