Advise and Assist
Advise and Assist offers bespoke and practical assistance to it's small group of clients.
With expert knowledge on life time spending and the financial challenges of later life, Advise and Assist works with clients to match their investment decisions to their needs, and manage this challenge over time.
Establishing a relationship with a new financial advisor is a big decision. And it takes time to build trust. Why not start with a conversation?
Brendan Ryan B Ec CFP
Brendan Ryan, is a Certified Financial Planner who has been working with a small group of clients for almost 20 years.
Brendan has worked in Financial Services since 1994. He worked for 20 years at Macquarie Bank in areas such as investment research and funds management before setting up Advise and Assist in 2014.
Brendan has a Bachelors Degree in Economics from Sydney University, a graduate qualification in Applied Finance and Investment, and has been a Certified Financial Planner since 2002.
Can we help you?
Service
Typically, Advise and Assist will work with a client to gain an understanding of their long term objectives, and then develop an investment strategy based on meeting these objectives.
Investments are then monitored to make sure the client is on track.
Of course, things change over time, both in peoples lives and in the threats and opportunities offered by investment markets. By working with clients over long periods of time, Advise and Assist is able to offer expert advice when key decisions need to be made.