I grew up believing that life is about the relationships you keep. In my career, I know that if nothing else, Financial Planning is all about relationships and this is the founding principle of my practice, Artt Advice.
My focus is first and foremost on strategic planning for whole-of-life strategies, backed up by an equal attention to building the optimum client experience. This is because at the core of a successful wealth management firm is the dedication to the client experience. It’s a connection built on trust and sustained over time by performance in line with evolving investment objectives.
I am a Graduate of Charles Sturt University and hold both a Bachelor of Finance and a Bachelor of Economics.
Ray and his team have been fantastic to work with. Ray was very good at explaining what we needed and knowledgeable in giving advice. Ray was helpful and went above and beyond in helping us set up what we needed. We highly recommend Ray to anyone seeking financial planning support and advice and will use his services in future.
Really impressed. We found Ray extremely generous with his time and very professional. We highly recommend and also intend to continue to engage their services in the future.
Ray has given me and previously my husband advice on self managed super funds, I do not have much confidence in these areas, Ray has no choice but to take me under his wing and guide me along the way, as I relied heavily on my husbands advice. I feel extremely confident that advice given to me by Ray will be appropriate for my needs,. I have always received Rays full care and attention when I have Needed it. ( even a chocolate bar when feeling down). Rays devotion to his young family and wife, reflects on the care and assitance he gives back to his clients
I decided to transfer my superannuation and have Ray handle my retirement fund after seeing the success with which he handled my brother's finances. Ray is able to clearly explain the processes involved and is always keen to ensure that his client's interests are protected and make the best returns for their circumstances. I would certainly recommended Ray to anyone seeking a thoughtful, caring and knowledgeable adviser.
Ray has given me advice on super so I can have more control over a transition to retirement in the future. Ray was usually able to explain things to me in a clear way. Through Ray's knowledge and experience, I feel very confident that the advice given was right for my needs.
- Adviser status Bronze
- Number of reviews 10
- First year providing advice 2016
- Years of experience 7
- Bachelor of Business (Economics and Finance)
Artt Pty Limited442 Swift St
Albury, NSW 2640
- 9:00am – 5:00pm Monday – Friday
Amp Financial Planning Pty Ltd