Ryan Samarasekera

Everstead Private Wealth

Silver
2 Yrs Experience
Elsternwick, VIC 3185

I am a highly experienced financial adviser with a passion for wealth creation, risk management, and strategic financial planning. With over a decade in the industry, I specialise in working with high-net-worth individuals, business owners, and sophisticated investors, helping them structure their investments, optimise tax efficiencies, and build long-term financial security.

My expertise spans investment portfolio construction, SMSFs, family trusts, tax planning, estate planning, and wealth protection. I take a holistic, research-driven approach to financial planning, ensuring that my clients’ portfolios are diversified, resilient, and aligned with their long-term objectives.

Beyond investment strategies, I focus on risk management and estate planning to protect my clients’ wealth and ensure a smooth transition of assets for future generations. My goal is not just to grow wealth, but to safeguard it for financial security, lifestyle continuity, and intergenerational success.

I am passionate about educating and empowering my clients throughout their financial journey, ensuring they understand the strategies in place and feel confident in their financial future. I believe in delivering clear, strategic, and practical advice that makes a real difference in my clients' lives.

I offer a personalised, hands-on approach, including regular portfolio reviews and ongoing strategic guidance, ensuring clients stay on track to achieve their financial aspirations.

📩 Get in touch to discuss how I can help you build, protect, and transition your wealth effectively.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 7
  • Years of experience 2
  • Highest qualifications
    • Graduate Certificate in Financial Planning
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Everstead Private Wealth

Suite 207, 28 Riddell Parade
Elsternwick, VIC 3185

Opening hours

  • 9:00am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Volare Wealth Pty Ltd

AFSL 553949