Principal Adviser - Certified Financial Planner & Property Buyers Agent
- Retirement Planning
- Wealth Creation
- Direct Share Portfolio Management
- Property and Mortgage Broking
- Buyers Agent
- Protection Strategies (Personal and Business Protection)
- Budgeting, Money Management, Coaching & Education
- Life Goals and The Big Picture
Here to help with all component of your finances and your lifestyle. Get in touch for a fresh look at your Big Picture.
No charge for the initial consultation and research. Statement of Advice fees: Basic - $250 Average - $1,500 Complex - $3,900+ Ongoing Financial Advice Ad Hoc - $175 / hour Ongoing - $0 to $10,000+ Ongoing advice fees maybe reduced to $0 due to receipt of any insurance or mortgage commissions.
Ryan took the time to explain all of his ideas and advice. He was responsive to my emails and questions and made sure that I understood through every step of the process. He took the time to understand my unique circumstances to ensure that any advice was tailored to my needs. I left our appointment feeling a lot more confident that I understood where I was at financially and how I could improve my situation moving forward.
Ryan spoke in plain English to me to get my super sorted. He helped me understand what my fortnightly payments will look like in retirement to help me budget.
Ryan showed a genuine interest in our financial situation to help us identify what our opportunities were and how to action them in a sensible way. Ryan is really open with his own financial experiences and strategies, and used this experience to inform his advice. Ryan was responsive to our feedback and needs regarding the advice we wanted, and the specific areas we wanted to focus on. Ryan is only too happy to provide ongoing tips and quick advice to questions arising from his advice, particularly on any more tricky aspects of actioning his advice. We are happy with Ryan's advice and can already see how it is helping us set ourselves up for long term financial security, bit by bit. We feel really confident that a long term relationship with Ryan will be a fruitful one.
Ryan spent the time to show me using his giant whiteboard, how to use my income in the best way to make money. He helped me budget & use the rest to put in place a saving plan for me with ASX shares & US shares which is something I always wanted to do just didn't know how. Thank you Ryan!
The 'whiteboard' experience / meeting was really eye opening. I wish I had met Ryan & gone through his advice process earlier. Ryan helped us get into our first home, set up our super funds how we wanted them invested, advised us on managing our money & showed us how to periodically invest into shares. Highly recommend Ryan to anyone wanting to look at all aspects of their money.
- Adviser status Silver
- Number of reviews 39
- First year providing advice 2009
- Years of experience 14
- Master of Applied Finance
Shire Financial PlanningLevel 3, 154 Flora Street
Sutherland, NSW 2232
- 8:00am – 3:00pm Saturday
- 8:00am – 6:00pm Monday – Friday
- In person
- Video call
Lifespan Financial Planning