This is not to imply that I approach business and estate planning with a morbid sense of impending doom. I don’t.
On the contrary, I welcome those who are interested in shaping their future.
What I do is approach my clients’ requirements with a simple methodology.
It’s a process that I’ve honed over the last 17-years as a professional adviser. Ultimately, it accomplishes two things.
My clients feel comfortable because there are no forced decisions. And they’re now educated about all of their options, associated costs and the relevant benefits of a well-thought out strategy.
This brings me to a point worth sharing.
By choice, I work with an independent license holder GPS Wealth Ltd (AFSL 254 544).
This way, I can consider a wider array of options for my clients. And this is proving more and more important as our industry undergoes continual change in governing legislation as well as improved product offerings.
It’s also worth noting that independence in what I can offer lends itself to innovative solutions. And this is crucial to my service because one size never fits all.
If you’re seeking trusted advice on your business and family insurances
I’d like to share a question with you. It’s one that I believe many who seek this type of advice rarely ask. I know when a prospective client asks me, they’re educated about my industry:
“Danielle, do you have a succession plan?”
If a client doesn’t ask, I tell them anyway. The only thing as important as having the right cover is having pro-active claims management. And if something happens to me, I have a sound succession plan in place to ensure my clients continue to receive the same level of professional advice and attention".
Adv. Dip FS (FP), JP Qual, Member AFA
Danielle Ryley was raised in Queensland and resides in Brisbane with husband Russell and their four children.
On the weekends, when she’s not ferrying her boisterous brood to and from sporting and social commitments, she enjoys family downtime at the beach.
A keen cyclist, she’s no stranger to pre-dawn starts and the hellish hills of Hawthorne and Brisbane’s surrounding inner-city suburbs.
Danielle holds an Advanced Diploma in Financial Planning and provides business and estate planning services to clients Australia-wide. She is also a Self Managed Super Fund Specialist and was nominated for the Excellence in Advice Award 2012 sponsored by TAL Insurance and The Association of Financial Advisers.
Danielle Ryley is a Sub–Authorised Representative (No.263291) of dR & Associates Pty Ltd Financial Planners ACN 137 741 390 a Corporate Authorised Representative (No. 438658) of GPS Wealth Ltd AFSL 254544 | Australian Credit Licence Number 254544.
"All of our insurances were in disarray. Danielle presented several options to my husband and I in very clear, easy-to-understand terms. We were impressed with her innovative thinking, professionalism and the simple fact that she was looking after our best interests. Not hers".
Rachel McEachern, Brisbane QLD
“My husband and I had different financial requirements and Danielle took the time to clearly explain all our options. She gave us sound advice on our superannuation, established a will and an enduring power of attorney. It was also the little things like returning calls promptly and meeting when we were available that earned our trust. Danielle's a real professional."
Sharla Pollock, Brisbane QLD
"We needed a variety of services like income protection insurance, advice on superannuation, and estate planning. Danielle provided a sound strategy with options that we felt comfortable with. She's very professional, thorough and importantly, pro-active in regularly reviewing our strategy."
Tracey Altin, Brisbane QLD
“My husband and I were unhappy with our existing insurance provider, so we asked Danielle to review our various policies. She came back to us with a much better strategy that gave us better coverage and saved us money. We’ve now got piece-of-mind due to Danielle’s thoroughness and professionalism.”
Fiona Frew, Brisbane QLD