Wealth solutions start with
in-depth conversations.
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Our Services
Superannuation and Retirement Planning
Retirement may seem a long way off, but it’s never too soon to begin preparing.
Understanding how your superannuation is structured now can have significant impacts on your retirement plans down the track. Let us talk you through the available options.
Debt Management and Education Funding
Whether it’s credit card debt or a home or investment loan, we’ll show you how to get to a zero balance.
Education gets more expensive every year. We’ll help you plan and save for your children’s future.
Estate Planning and Business Planning
A well-planned estate is one of the most thoughtful and valuable gifts you can leave your family, which can also provide significant financial savings to your beneficiaries.
Ensure that your business or farm is also adequately protected via the effective use of a transition plan.
Insurance planning
Understanding what your insurance needs are now, while also looking forward will help ensure your insurances remains appropriate, but also affordable for you over the long term.
Investment Planning
With interest rates at all time lows, understanding what opportunities are available to you to grow your wealth, while limiting your exposure to any unnecessary risk has never been more important.
Intergenerational Advice
Wealth naturally passes from parents to children and grandchildren, yet discussions around how best to facilitate this often happens at the most difficult time. Intergenerational advice brings these conversations forward, includes everyone in the process and can be an extremely positive experience for all involved.
Thanks to our clients below who have shared testimonials of their experiences with Ryan...
"From our first meeting with Ryan we felt relief that finally we had met someone we could talk to about our financial needs, concerns and questions. That relief has now turned into something much bigger and we are so grateful for the care and attention Ryan has taken with looking after our financial future. He is a smart, informed and articulate adviser who has the ability and skill to make even the most complex information understandable. He has listened to us, offered us options, advised appropriately and ensured that we have all the facts we need before making any decisions. We feel supported and confident that our finances are in the safest of hands and our spreadsheets prove it.
Thank you Ryan, we give you the highest endorsement possible."
– Jude and Rob.
"Ryan has provided advice in areas of superannuation and future retirement. He has been accommodating in sharing information to our individual levels of understanding. Ryan is genuinely interested in ensuring that we have a retirement plan that meets our future goals. He uses his knowledge, skills and experience to provide a quality service. He has given us confidence to move into the next phase of our financial lives."
– Vicki and John.
“Gaining a deeper understanding of
our wealth position immediately
reduced our anxiety around retiring.
Thank you, Ryan!”
– Jenny and Graeme.
Meet Ryan
My passion is working with my clients. Helping them understand what is most important to them, and then helping them achieve their goals both in the short and long term. I love getting to know my clients on the deepest level, which is vital to understanding what is truly important to them. From there, I constantly strive to better my clients, and their family's position in any way possible. Investigating improper advice and working with clients impacted by the GFC early in my career, highlighted to me the importance of sound, reliable advice, and long term commitment when things get tough. My business, Sound Strategies, focuses on long term, goals based investing and planning, ensuring you, the client, remain the centre of focus at all times.
