About Us
Everyday Wealth is a boutique financial planning practice located on Sydney’s Northern Beaches.
Everyday wealth was established in 2022 and is owned and directed by Ryan O’Grady, alongside his team.
Meet Ryan
As a financial planner, Ryan is passionate about assisting and educating his clients across all aspects of their financial decision-making. Ryan believes this is achieved through firstly understanding his clients’ goals and motivations, taking the time to research and develop appropriate strategies to match those goals and finally, implementing and reviewing the strategies in place.
At Everyday Wealth, the main goal is to take the hassle and frustration away from clients when dealing with financial decisions. We’re here to do the hard work for you so you can concentrate on the important and enjoyable things in life.
Outside of work, Ryan enjoys surfing, personal fitness, playing Gridiron, and spending time with his partner Lucy and daughter Billie. Ryan 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.
Meet Will
As a dedicated associate, Will maintains an enthusiasm for continual learning. Driven by a genuine enjoyment of interacting with people, Will strives to build strong relationships with his clients at Everyday Wealth. His ability to execute tasks with efficiency and in a timely manner has earned the trust and respect of both colleagues and clients alike.
Outside of work, Will commits himself diligently to sports, having represented New Zealand in gridiron, along with playing both rugby union and rugby league.
Meet Derrick
Derrick is in the early stages of his journey in the financial planning industry and on his way to a successful future. He is a diligent and responsible member of the team and nothing brings Derrick more joy than seeing the big smiles and satisfaction on clients’ faces at the completion stage of his work. Derrick maintains a strong work ethic and believes that the benefits of consistent hard work accumulate over time, with accrued effect becoming life-changing.
Outside of the office, Derrick enjoys working out at his local gym. He spreads his hours at the gym across different training areas including; strength, Zone 2 cardio, stability, and VO2 max.
Meet Queenie
As our Client Service Manager, Queenie’s focus is on ensuring our clients receive exceptional support and guidance throughout their financial planning journey.
Queenie maintains a strong understanding of financial principles and analytical skills with a UNSW Bachelor’s degree, majoring in Accounting and Finance. Queenie is here to assist our clients with insurance applications, superannuation consolidation, opening new investment and superannuation accounts, as well as handling client inquiries and communicating with external stakeholders.
In her free time, Queenie enjoys hiking, kayaking, and traveling, which allow her to stay active and deepen her appreciation for nature and new cultures. Queenie believes that an adventurous spirit and willingness to explore new challenges translate into a proactive and open-minded approach to professional life.
Meet Lucy
Meet Lucy, our Business Development Associate, who is passionate about connecting with external stakeholders and fostering mutually beneficial relationships within the financial planning space. With a background in finance and client relations and a keen understanding of developing market trends, Lucy thrives on building strategic partnerships that work to drive growth and innovation. Lucy is a graduate of Business majoring in Public Relations and maintains a strong interest in this field.
When she’s not exploring new opportunities for Everyday Wealth, you can find her at the gym, staying active, traveling, and enjoying outdoor adventures with her 9-year-old daughter, Billie.
Meet Joe
As a crucial member of the Everyday Wealth team, Joe works within our administration space and predominately in the lodgment of forms, processing withdrawal requests, and managing all excess administrative tasks on behalf of Ryan and his associates. Joe also has a key role in preparing documentation for client review meetings.
Outside of work, Joe has a passion for cooking, enjoys playing football, and is an enthusiastic follower of Valorant Esports. Joe is also interested in random conspiracies and mysteries. Joe loves staying active and seeks opportunities to maintain a balanced, energetic lifestyle.
We warmly welcome new clients and our door is always open.
Let us take the stress and hassle out of managing your financial goals so you can focus on the important stuff.