My name is Ryan, and I am a director and senior adviser at Sound Strategies, a business which focuses on the client and the strategy first.
I am passionate about protecting and growing wealth for my clients, and I enjoy the challenge of establishing a new advice relationship, as it allows me to take the emotion out of my client's situation, to assess and recommend individual strategies to help improve their position and achieve their goals (both financial and non-financial).
Outside of work, I have two daughters who are slowly but surely taking over our home / hobby farm.
After working in Melbourne for both larger institutions and boutique advice practices, my wife and I made the decision to move (back) to country Victoria to focus on work/life balance while raising our family.
My clients range from singles/mums & dads to business owners, farms, Self-Managed Superannuation Funds (SMSF) and those transitioning into retirement and aged care.
Although being based in Bendigo, I have clients throughout the state (and some in bordering states) and I enjoy the travel and new experience this brings.
I am a Certified Financial Planner, a Registered Tax Adviser, and have achieved the education requirements for FASEA. In addition to this, I have additional certifications in SMSFs, Margin Lending and have worked with clients both in the provision of advice, and also the investigation of past advice.
The broad range of training and experience I have been lucky enough to gather of the years, helps me to provide holistic, individual advice that is specific to my clients' needs.
I, as a recent retiree engaged Ryan 12 months prior to retiring. His knowledge and presentations over that period allow me to fully understand my financial position and with that knowledge I was able to clearly see the implications of retirement. His advice gave me the confidence to understand and forecast cash flow, which as per above made it clear to me that retirement was attainable. He always makes himself available for discussion on the occasions that I have required assistance.
He is a pleasure to deal with and takes a genuine interest in achieving the best outcome for me.
Right from my first meeting with Ryan he showed me respect with my lack of knowledge. I felt total trust in sharing my personal details and accepting his help. His professionalism , honesty and knowledge is amazing. I cannot begin to describe how relieved I am to have Ryan’s help with my finances now and in my future. An incredible young man.
Ryan’s emotional intelligence and people skills, balanced with his clear expertise in the area of finance, makes him a rarity! Ryan instantly gained our trust. He consistently worked with our best interests in mind, in particular responding to our time pressure, with a fast turn around in a couple of areas. He was especially sensitive and responsive to concerns about the privacy of our data.
Ryan’s meticulous approach to the scenarios he created for us was amazing. He came back to us to clarify details and preferences on multiple occasions. He asked deeper questions to grasp our whole picture and he educated us as to how ramifications of our decisions might play out. This often prompted us to consider factors we hadn’t thought of. Our meetings took place, often after hours, on Zoom. This worked well for us. Despite meeting using this medium Ryan’s warmth, sense of humor and trustworthiness shone through. He communicated clearly and at a pace that was easy to follow. Information was shared in a way that ensured we were not overwhelmed. He constantly checked in to make sure that we understood all aspects of the advice document and we never felt that he was pushing a particular product, or working on behalf of someone else. We felt that his advice was genuinely impartial and researched so it was personalised to best suit our needs. This deepened our trust in the process and the relationship with Ryan. He always responded to emails promptly and we appreciated that all questions were always answered without judgment. No question was too big or small. Initially we were slightly concerned about the cost involved in gaining financial advice, but Ryan’s work was worth every cent.
We have already recommended Ryan to a number of our colleagues. We wished we had found Ryan earlier. Knowing that Ryan will continue to journey with us as we navigate our finances into retirement makes us feel like we can genuinely relax and enjoy what’s ahead for us.
Ryan is very professional and knowledgeable. Great to talk to and made us feel comfortable talking about our finances and goals.
Ryan made it easy to be relaxed in his company especially when I was trusting him with my future life and finances. His expertise and knowledge of where I was wanting to go with investment options and as my son expressed his 'comprehensive report' constructed to cover a multitude of opportunities to choose from. I have already recommended him to other family members.
- Adviser status Gold
- Number of reviews 11
- First year providing advice 2017
- Years of experience 6
- Bachelor of Accounting
Sound Strategies21 Killians Walk
Bendigo, VIC 3550
- In person
- Video call
Lifespan Financial Planning