Our Process


Getting to know you and your situation

Firstly we meet to get to know you, your family, your situation, and most importantly, your goals!

This also allows you to get to know us, how we work and if we are the right fit for you. 


Analysis, research and development of your financial plan

 We take the information gathered in our meeting and start to develop personalised strategies that work for you.

This includes getting feedback from our clients during the advice development to ensure we all remain on the same page.

After all, this is your money and we always aim to have the best outcome for our clients!


Presenting your plan

This part of the process is where we will take you through your plan.

We will also ensure you have the time to read through the advice, discuss any questions or concerns you may have, and ensure you can fully understand each aspect of the plan.

We then only proceed when you feel comfortable that the advice is the right fit for you.


Implementation of your personalised strategy

This part of the process is where we really help with the admin and preparing all the required paperwork.

We make sure the recommendations detailed in your plan are set up correctly (and in the right order) taking away the stress and hassle for you.


Review and ongoing service

This stage is what our business is built on.

We work to maintain strong ongoing relationships with our clients and continually review our implemented strategies. We are often asked, why do we need to review?

We review our plans because life changes and with these changes, so may your goals or what is important to you.

When, or if they do, we need to ensure our advice to you stays relevant for your situation. Reviewing our advice also ensures that we are always here to help when you need us!


"Our goal for 2022 was to have a clear financial pathway for our future and help achieving it. Ryan got to know us and understand what our needs were, he was supportive and very approachable.

Since committing to our future we have felt very excited and less stressed about out retirement years.

He was genuinely interested in us and growing our wealth."

Darren & Jenny O.
“Ryan truly took the time to understand our financial and lifestyle goals. His knowledge, passion and planning has given me the opportunity to spend more time with my children in the precious early years and earn an income. We couldn’t be happier.”

Alanna & Liam
“My wife and I have found Ryan to be a trusted Financial Advisor who took the time to understand our needs and goals before compiling our “road map for the future.

Ryan is a good listener and is prompt in his response to any of our questions.

I would recommend Ryan to anyone seeking a Financial Plan."

Phillip S
“I was introduced to Ryan O’ Grady through my work superannuation. I had been meaning to get my super and other assets organized for a number of years but was put off by it seeming to be too difficult.

Ryan showed me what my options were and how easy it actually was to have my assets to maximize my retirement income and be comfortable with the risks taken. Throughout I found Ryan very helpful to answer any questions I had during the initial set up stages and the ongoing follow up when needed.

I am very comfortable with the whole process and the peace of mind it has given me thanks to Ryan and his team.”

Beverley S
“Before we met Ryan O’Grady we were struggling with our mortgage and keeping within our Budget.

Ryan came over to our House, listened to our situation, took notes and assured us that he would be able to help us. We were not going to lose our house and he would help us organize our finances.

Ryan was very Professional and at the same time caring about people situations.

Ryan showed us a plan, we were very happy with his suggestions and ever since we are in control of our finances and paying our mortgage faster. Ryan O’Grady really made a big difference in our lives.”

Dorita & John S

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.

Scroll to Top