Regan Isaac

Private Wealth Partners

Silver
13 Yrs Experience
Sydney, NSW 2000
Growing up in a coastal country town in NSW has taught me a lot over the years. It's taught me to be entrepreneurial and ambitious (Let's face it, great career opportunities in a country town are seldom in abundance) It's taught me to respect those around me (Remember a time when you walked down the street and said hello to complete strangers no matter who they were? I do) It's also taught me how lucky we are to live in such an opportunistic country where anyone can "break the chain" and become successful. This has been one of my biggest challenges and also toughest lessons in life. I am very fortunate to have been one of those to "break the chain" and I think my background has played a big part in the decisions I have made both professionally and personally. I believe in equality, and I believe that everyone should be given an opportunity to become successful. But what does "success" really mean? To some this means money in the bank or maybe be a great Dad to their kids. To some this means finishing a degree or pursuing a career they love or simply to have financial comfort and providing security to their family - My point is, we are all different and success is something that is only measurable by the individual. Being a financial adviser demands an understanding of people, more importantly it demands compassion, empathy, motivation and lets not forget a properly aligned moral compass! I have had the pleasure of working with and meeting many great people throughout my career over the past 12 years that also share my passion and more importantly, help to influence me to help give others the same opportunity I was given. As an adviser, I love nothing more than living vicariously through my clients and supporting them on their journey as they achieve success in different aspects of their lives because financial planning not all about money. It's about feeling content, it's about looking after family, it's about happiness and above all it's about feeling successful, whatever that may mean. For as long as clients entrust me to be a part of their journey - I too will feel successful.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Small Business Advice
  • 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 Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Private Wealth Partners

Level 6, 95 Pitt St
Sydney, NSW 2000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Meeting methods

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

Licensed by

Private Wealth Partners

AFSL 484737

5.00
1 Review
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Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
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5.00

"I was very pleased to meet Regan with the advice of bettering my financial investment with Superannuation. I find him to be sincere, courteous and extremely helpful in all areas of management."

  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Retirement & Pension
  • Tax Strategies

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
International Institute of Technology (IIT)
Completed
2015

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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