Ryan O'Grady

Everyday Wealth

Platinum
10 Yrs Experience
Brookvale, NSW 2100

Ryan is the owner and director of Everyday Wealth.

Ryan’s main focus is providing superior customer service and enjoys working closely with clients while building lasting relationships.

As a Financial Planner, Ryan is passionate about assisting and educating his clients during their financial decision-making. He believes that this is achieved through, firstly finding out his client’s goals and motivations, then taking the time to research and develop appropriate strategies to match their goals, and finally implementing the strategy that the client feels is right for their situation.

Ryan has a Bachelor of Business majoring in Finance, a diploma in Financial Planning, SMSF accreditation and is also an AMP Horizons Academy graduate. Ryan has previously been recognized as a state and regional finalist for the AMPFP New Adviser of the Year Award.

Ryan’s goal is to take the hassle and frustration away from clients when dealing with financial decisions and work on their behalf so that they can concentrate on the important things in life that they enjoy most.

Outside of work Ryan enjoys surfing, personal fitness, playing Gridiron, and spending time with his partner Lucy and daughter Billie. He is a sports enthusiast and especially enjoys watching Rugby League, American Football, and Basketball for which he is a die-hard Miami Dolphins and Miami Heat supporter.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

We have a range of ongoing service packages to help best meet the requirements of the client. The key requirement for our clients is that they are provided quality service and see value in what we offer.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 22
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Everyday Wealth

Suite 220, 18-22 Dale St
Brookvale, NSW 2100

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706