Welcome to Daintree Wealth, where we are committed to empowering indvidual investors to achieve their financial goals while aligning their investments with their values and purpose. We understand that financial success doesn't have to compromise on personally held principles.
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1 customer review
Branko Dachevski
Financial Advisors
My wife and myself, engaged Mr. Ray Kan from Daintree Wealth, as our financial advisor in February 2024. We have followed his plan and advice. It resulted in better controlled and higher Superannuation gains for the initial period since June 2024 till now. We are confident that continuing to work with Ray, will bring better financial benefit and more financial opportunities to us. I would recommend him to anyone. More...
Initial Consultation
An initial, obligation free consultation is the first step to allow us to understand your situation and allow you to ask any specific questions. We will also provide an introduction to Daintree Wealth and our services.
Super and Pension Advice
Investors will want to secure their financial wellbeing once they retire. We do in-depth research to understand your position, contributions, investments, pension phase, insurance components and SMSF structure before providing strategic advice and investment management to help you fund your retirement.
Tax-related Advice
We are registered with ASIC and can provide tax-related financial advice. Some of the areas we cover include income and asset splitting, the use of companies and structures, debt structuring, tax-effective investment, tax planning and more.
Investment Management
We provide a comprehensive wealth building strategy customised to our clients. This encompasses budgeting and cashflow, regular savings and investment plan, debt reduction plan, projected band of outcomes and risk management strategies to help you build wealth in the long term.
Property Investment
We provide advice on investment property sales and purchases to meet your financial goals and risk tolerance. We’ll evaluate the earnings potential of properties based on capital growth and rental yield and can help you manage finances, choose an appropriate loan structure and consolidate debt.
