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Ramsay Financial Group

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Ramsay Financial Group

Overview:

At the Ramsay Financial Group our goal is to assist our clients in the most personal manner possible and tailor solutions to your individual needs.

The RFG provide high quality financial advice to all of our clients.

To help us provide this high level of service, we take the time to get to know our clients. The first step is to understand your goals, aspirations and current financial situation. If you are seeking limited financial advice on a single issue, we’ll ask just as much as is necessary to fulfil your objectives. However, if you want a detailed financial plan, we’ll conduct a more in-depth analysis of your financial goals, attitude to risk and present financial position – including your income, assets, investments and liabilities.

Before undertaking any work, we will clearly explain the various steps involved in the financial planning process, as well as our fees and charges. We’ll also take the time to answer all your questions. If you are happy to proceed, we will then begin working on a plan for you. If part of our advice involves recommending certain products, we will set out in writing our reasons for suggesting those products so you can ensure you are happy with our recommendations before proceeding.

Andrew has an extensive background in the financial services industry and this greatly assists him to advise clients on investments that will help them meet their goals and avoid making major mistakes. He has worked in Chicago, London, Melbourne and New York, as well as in Sydney.

Andrew has a Bachelor of Commerce, a Masters of Business Administration (MBA) from the Australian Graduate School of Management, and a Diploma of Financial Services (Financial Planning). Andrew is an adviser in the area of self managed superannuation and is an accredited specialist with the Self- Managed Super Fund Professionals’ Association of Australia (SPAA).

Andrew is an experienced financial professional with extensive experience assisting individuals and businesses. Andrew’s 9 years working in the USA and UK and many years working in dealing rooms are invaluable in assisting clients to make sound investments and rational decisions in turbulent times.

Andrew is committed to assisting individuals and small to medium businesses develop and implement plans to achieve their goals. This involves implementing strategies to build wealth and also ensuring clients protect themselves and their family in the event of unexpected events, such as prolonged sickness, injury or premature death of a partner. Andrew regularly provides advice to Self Managed Superannuation Funds (SMSF’s).

We Help Clients:

Clarify their lifestyle and financial goals
Better manage their cash flow
Select quality investments as part of a diversified portfolio
Put tax-effective financial strategies in place
Understand the value of insurance in protecting their lifestyle & dependants
Implement a plan to deliver significant financial benefits over the long term and for older clients to ensure they have sufficient funds to enjoy a comfortable retirement

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