Who we are

Advise and Assist Pty Ltd (‘Advise and Assist’) is a boutique financial planning firm based in Sydney that holds its own Australian Financial Services Licence ('AFSL').

The principal at Advise and Assist is Brendan Ryan, a Certified Financial Planner (CFP) with 25 years experience in financial services.

Our current clients include self-funded retirees, professionals, senior executives and business owners.

We also work with not-for-profit organisations  - a specialty of Advise and Assist. We provide objective, strategic advice to our clients on an on-going basis.

After an initial period of consolidation, Advise and Assist is now welcoming new clients.

What we provide

At Advise and Assist, we provide our clients with peace of mind.

We pride ourselves on providing peace of mind by listening to our clients’ specific needs and gaining an understanding of what they want to achieve. Through modelling and honest discussion we then demonstrate how they have the best chance of achieving those goals. We are financial planners.

Advise and Assist is like having your own team of financial specialists
Once the plan is agreed and all the trade-offs evaluated, the teamwork starts and we become your “CFO, your trusted adviser and your coach".

CFO

As your CFO, we can liase, if needed, with all your financial intermediaries be they accountant, broker or lawyer. We appreciate that our clients can get little satisfaction from these tasks so at Advise and Assist we can step in on your behalf and project manage your financial issues. A CFO brings know how and attention to detail.

TRUSTED ADVISOR

As a trusted adviser, we build and manage customised financial plans. We filter out the market noise and help you solve your financial issues as markets and legislation changes around you.  A trusted adviser provides you with clear strategic direction that is in your best interests.

Who do we provide it for?

Our clients are delegators.

They have outsourced their financial issues to Advise and Assist based upon an on-going professional, fee based relationship.  A relationship forged in the planning phase and built upon by efficient implementation, consistent review and honest discussion.

Our clients are informed and in control and secure in the knowledge of their financial future.

Our clients are time poor be that through career choice or simply a preference to spend their time elsewhere on matters more important to them. Importantly, our clients have some financial complexity in their eyes that they need to help to resolve.