Ryan Porter

CATALYST WEALTH GROUP PTY LTD

Gold
13 Yrs Experience
Caringbah, NSW 2229
I am a Wealth Coach and the Director of Catalyst Wealth Group, a financial planning firm based in the Sutherland Shire. At Catalyst we help time poor, goal orientated clients in their 30's, 40's & 50's achieve financial success. We do this by providing strategic financial advice, coaching and ongoing accountability.  We aim to help our clients feel in control of their finances, clear about what it will take to achieve their financial goals and confident that the plan they have in place will allow them to live an amazing life.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 34
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

CATALYST WEALTH GROUP PTY LTD

Suite 302, 16 Wurrook Circuit
Caringbah, NSW 2229

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.90
34 Reviews
5
4
3
2
1
4.95
Clear communication
4.80
Knowledge & expertise
4.95
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 34

Sort by

5.00

"Ryan has help headstart and guide myself and my wife in the direction of financial freedom, with a long journey ahead of us being a young newly wedded couple we find confidence that he will help steer us in the right direction."

  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ryan was able to advise and set up our super accounts to transition into retirement. He explained our growth moving forward and has given advice re managing our investment unit with a guide to selling at a time to enable us to get a pension . I found his presentations to be in laymans terms and his follow up procedures leaving nothing to feel concerned about. He is young and knowledgeable in his field."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ryan has given Myself an husband advice on investment and asset growth, life insurance and superannuation, as well as advice on how to pay down a debts. He is always helpful and knowledgeable. He always answers my questions quickly. The plan he has drawn up for us to maximise out money in retirement is easy to follow and implement. If you are looking for a financial planner, I would not hesitate to recommend Ryan Porter. Cathy and Bruce Johnston."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Ryan is helping me with my retirement income stream. His advice is always clear and presented in a way to ensure understanding between us in the paths that I choose to follow based on his sound advice. I will not hesitate to recommend Ryan to others."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ryan is extremely knowledgeable on and also gives genuine and relatable advice. I would recommend Ryan to anyone looking for assistance in this field."

  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ryan is always there if you need any questions answered. Knows his stuff and a pleasure to deal with , he understands our needs and puts them into place."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ryan guided me through the process of investing funds for my children and grandchildren's future. He was able to explain concepts/strategies in a clear manner. With Ryan's knowledge, experience and advice, I am very confident that I have made the right investment decisions for my children and their children's futures. Job well done, Ryan."

  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Ryan has been very helpful in setting up a pension fund based on my current needs/risk profile. He communicates well and is well prepared for our one-on-ones. He seems knowledgeable and confident which gives me confidence that his investment recommendations will provide the best outcome for me."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Ryan has been a wealth of knowledge on all our questions about super and retirement . His explanations have always been detailed and patiently explained to us . Thank you Ryan ."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Ryan has given me an understanding of superannuation that was completely lacking. He has given me advice in such a manner that I understand what he is explaining and I have every confidence in his advice and knowledge."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 34

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2009

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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