I am a passionate family man, occasional motorcyclists and pilot.
I love that I get to build futures and legacy with my clients. I get the privilege of going on the journey with you, in new business, growing families, marriages, new jobs, retirement, holidays... I get to come along side you and your family on your journey, and empower you make awesome financial decisions along the way, to live your best life.
Many of my clients are navigating self funded retirement, and I help them understand markets and "keep their cool" when things get hot. Sometimes that season includes navigating the complexities of entering aged care.
What a privilege!
- A little more about me: I'm a country boy from Longreach, proud dad to 4 kids, happy hubby of one incredible bride. I enjoy a chat, a motorbike ride, and getting to fly when I can.
I believe you you should tell it how it is, even if it's not pretty. I don't like marketing spin or jargon. Life's complicated enough.
There is a cost to ensure we have taken the time to look at your options, and present the best strategy to move forward. Depending on the complexity, it may vary, but most clients pay $3,400 to receive this valuable advice.
I’ve contacted financial advisers in the past and, due to my personal situation, have been put straight into the too hard basket. Ryan really listened to my story and what type of advice I was looking for. He focused straight onto what I’m trying to achieve explained my options very clearly. No jargon or big numbers, just straight up good advice. Thanks Ryan.
Ryan was very knowledgeable and respectful of our financial situation. We felt he gave us his undivided attention and his communication was wonderful.
If you are seeking a financial planner, I would recommend Ryan and his team. Ryan is PROFESSIONAL!! He has indepth knowledge on all financial topics, covering all the grounds. Ryan gave my family and I superb advice in planning our finance, giving us a realistic expectation as to what we need to be doing in order to retire well. During the whole process, you feel that Ryan "cares" for you as if you are family. So he will meticulously go through all the areas he can think of to cover all bases. Ryan will step in your shoes to give you a recommendation that the will run with himself if it was him. Ryan was exceptionally thorough, and crystal clear in explaining the need for each component of a successful financial plan, explaining the needs of a Will, EPOA, Insurance, Super, and other investments, explaining well the reason, and the benefits of each of the investments. You will walk away knowing that you are in good hands. As an expat returning back into Australia, where the tax landscape is complicated in comparison to other countries. I found it vital to have someone who knows what they are doing, and Ryan was that person for me. Since I have worked with Ryan, I have all my immediate family engaging Ryan as their financial adviser and planner. I have absolute confidence that Ryan has the integrity and professional know how to setup a great financial plan for his clients. Highly recommended. Albert S Carindale Qld
Ryan has been my adviser for close to ten years now. I have complete confidence in his advise as I know him to be extremely honest, caring, knowledgeable in his field and personable and approachable at all times. He has become a friend as well as the best adviser I could ever recommend. I would refer my friends to him without a second thought. Having come from the United States he has had to deal with international issues and researched what was necessary. My portfolio was extremely complex. He handled it as a challenge and came through with the best results after many hours of investigating and questioning others in the field. He was always positive and thoughtful but most of all calm in times of stress...which is something I admire and need with an adviser.
- Adviser status Gold
- Number of reviews 4
- First year providing advice 2008
- Years of experience 15
- Bachelor of Commerce (Financial Planning and Investments)
Grant Wealth ManagementSuite 2.3, Level 2, 460 Beaudesert Rd
Salisbury, QLD 4107
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Cip Licensing Limited