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Directors

Ryan

Ryan has worked as an investment advisor for 8 years prior to starting his own investment property and financial planning business.   During that time Ryan worked for an ASX financial services company providing a broad range of wealth strategies including Self Managed Superannuation, rapid debt reduction and risk minimisation strategies. Ryan held an integral role in establishing sales organisations and encouraging many finance professionals to expand their offering and expand their business by developing specific marketing strategies and client solutions in Australia, and various countries. Ryan is a fully licensed Real Estate Agent and is Licensee of G2 Property, holds a Diploma in Financial Planning and is an authorised representative of HNW Planning Pty Ltd AFSL 225216. When not working in the business Ryan enjoys surfing and spending time with his 2 daughters. 

" I started my career in investment property and as a natural progression moved into financial planning. I believe property investment forms the foundation of a solid investment plan and I ,look forward to assisting your clients in building that solid foundation."

 

Sharee

Sharee is a highly experienced manager, practiced in overseeing a range of complex Sales oriented projects. She is polished, with exceptional communication and interpersonal skills. Sharee has an impressive CV, primarily in the Property and Finance sectors, both in Australia and abroad. She has been instrumental in developing sales organisations in Auckland, Beijing, Perth, Melbourne and now on the Gold Coast.

“I have a genuine passion for Sales and the ability to create the perfect environment for you and your business to prosper.
 
This is an exciting opportunity to work with a dynamic and charismatic organisation.”

 

Geoff

For me this business is about delivering on promises. I have been in the finance industry for more than 20 years and I know that those that succeed are those who stand by their reputation and have the customer's interests at heart.

I entered this industry because I love property and property investment. I have done a range of things during that time, including founding a very successful mortgage broker operation.
But regardless of whether I was working as a broker or for one of the major banks, I have discovered that one of the biggest thrills I get is helping customers get what they want.

The market may be changing but in this industry, the constants never change - quality people, do quality business.

Quality is about having a 'can do' attitude, standing by what you say you can deliver, placing the customer's interests first and knowing that if you genuinely help this person today, that they and others will follow tomorrow."