A coach for your money!
With a Bachelor of Commerce (Financial Planning), an Advanced Diploma of Business (Marketing) and a Diploma of Financial Services (Financial Planning), 5 years working as a Financial Adviser, as well as being chosen as ANZ’s No.2 Associate Adviser in 2011, Mortgage Choice Financial Adviser Shaylan Ramnath is well-equipped to service your financial planning needs.
AR no: 000412776
CAR no: 001241242
Financial Services Guide
- Office 07 3262 6585
- Fax 07 3369 0172
- Open Hours
Monday - Friday: 9:00am - 5:00pm
After hours by appointment
Every successful person has a coach or mentor, from sports people to people in business. There's no reason why you can't have one too.
I can work with you to help realise your financial possibilities and achieve your goals sooner while making sure your lifestyle is fully protected along the way.
Even if you're pretty financially savvy… it's a rare person who wouldn't want an expert on hand to help you get ahead and make the most of your money – all while taking care of the grunt work!
With a Bachelor of Commerce (Financial Planning), an Advanced Diploma of Business (Marketing) and a Diploma of Financial Services (Financial Planning), 5 years working as a Financial Adviser, as well as being chosen as ANZ's No.2 Associate Adviser in 2011, I am well-equipped to service my clients' financial planning needs.
Having dealt with a wide range of people from very different walks of life, I've found the key to success is spending time listening to my clients discuss their goals and finding solutions that are tailored to their specific circumstances. I use my “mum and dad” test for every single client that I see… I won't give them any advice that I wouldn't give my own mum and dad!
My love of financial planning stems from being able to help people improve their current situation and achieve their financial and lifestyle goals. I value every single relationship that I build with my clients, and consider each of them to be a lifelong partnership.
- Bachelor of Commerce (Financial Planning)
- Advanced Diploma of Financial Services (Financial Planning)
- Advanced Diploma of Business (Marketing)
Talk to me about:
Nobody wants to think about insurance until they actually need it… but by then it could be too late. I will review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.
Investment planning & wealth creation
I will help you identify personal goals you wish to achieve and understand how much risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals.
Superannuation & rollover advice
Super may be designed for retirement, but it's your money and you have complete control over it today. I'll help you discover super strategies to make sure you're making the most of this valuable resource.
We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we'll look at strategies to make sure your nest egg lasts through retirement.
Managing your cashflow is key to a successful financial plan. You'll need money to fund your goals, as well as a road map that sets out how you can build the savings you need. My service combines expert advice with a personal cashflow management and budgeting solution - Mortgage Choice MoneyTrack - to keep you on the right financial track.
Handy tools to help manage your money
Savings made easy
Estimate how much you are spending every year on the little items, and how much you could save by finding alternatives!
Save more money
Choose your own path
How well are you covered - insurance wise - should something unexpected happen to you? Use this tool to find out.
Choose your own path