Committed to Aligning Clients with their Personal Values and Beliefs
Our vision is to help our clients feel great about achieving great returns.
Socially Responsible Investments
We offer a specialised ethical investment service that not only generate financial returns but also promotes social and environmental objectives.
Tailored Plan to Meet Your Financial Goals
Our tailored portfolios are based on client sophistication, views towards ESG, as well as risk tolerance to help you meet your financial goals.
Wholesale Investor Options
With strong industry connections, we can provide access to listed and unlisted sustainable investments and ESG integrated specialty equity and hedge funds.
Schedule your free 30-minute personalised consultation.
See What Our Clients Say
Meet the Head of Daintree's Wealth Advisory
Daintree Wealth is led by Ray Kan who is specialised helping investors align their financial strategy with their ethics and values. He recognises that each client situation is unique, and advice and investments should therefore be tailored as much as possible. Daintree’s approach is in contrast to other financial advice firms who recommend ‘one size fits all’ portfolios that prioritise their own internal efficiencies over the specific needs of their clients.
Ray has 24 years industry experience, including roles based in London and Hong Kong. This including a number of roles with Mercer, where he acted as Asia Pacific Head of Research and Technical Solutions, and as Senior Consultant on their Global Wealth team. He has also held roles with NAB, MLC, and ING earlier on in his career. Ray decided to started providing personal financial advice in 2015, which means professionals, couples and families can now benefit from his experience delivered via a high touch personalised approach.
Ray holds a Graduate Diploma in Financial Advice, and in Applied Finance (FINSIA). He also holds a Bachelor of Commerce (Finance) and has also completed Cert IV in Finance and Mortgage Broking (National Finance Institute), and an SMSF certification with Kaplan. Ray is registered with the Tax Practitioner’s Board (TPB) to provide Tax-related financial advice.
To relax Ray enjoys spending time taking advantage of Sydney’s world class beaches in the warmer months, and keeping fit by cycling to work. Daintree Wealth and Ray’s family also support various charities including the Children’s Hospital in Randwick, The Smith Family, Cancer Council, Garvan Institute, Make a Wish, and the Fred Hollows Foundation.
What our Strategic
Financial Advice Covers
At Daintree Wealth, we offer a wholesale investment service for investors and families that would like a 'high-touch' portfolio solution that is highly transparent, accountable and consultative, driven by customer financial and personal goals and not products.
The Daintree Wealth
Difference
We have seen too many advisors overlook client interests and follow product-driven approaches in the pursuit of scalability and profitability. This is where we are different. Our approach is highly tailored and customer led, so portfolios are designed based on individual needs only after in-depth discussion and education.
Who We Work With
At Daintree Wealth, we get a lot of satisfaction in helping clients solve problems, achieve goals, or just get ahead financially, despite their busy lives and other competing priorities. Some of our clients include:
Retirees
For retirees, one of the big goals is having a sustained income that meets their spending needs so they can make the most of their retirement years. Daintree Wealth can help you structure your pension, super, properties, income streams and more so you can maximise your retirement benefits.
Professionals
Professionals may have a range of objectives such as travelling, starting to invest, managing existing debt, saving for a home and more. Once we understand your situation, we can tailor a personalised investment strategy that meets your personal and financial goals.
Young families
Young families may have specific goals such as saving for education, managing household expenses, childcare costs, planning for the future, manage debts and maximise tax benefits. Our financial advice can help young families manage their finances more effectively.
Mature couples
Couples approaching retirement may be interested in boosting retirement savings, paying off debts, downsizing, estate planning, helping children buy homes and more. Through a customer-led approach, we understand your goals and create a highly tailored strategy to help you meet them.
Business owners
Whether you start a new or run an existing business, our personalised financial advice can help you structure investments in a way that maximises cashflow and reduces tax implications. Every strategy is tailored to help you make informed financial decisions, plan for the future and run your business successfully.
Changed circumstances
Our financial advice is ideal for those going through changed circumstances such as receiving an inheritance, divorcing or selling a home. We are experienced at dealing with complex goals and financial structures to help you achieve financial wealth and will go above and beyond to help you make the right choices.
Schedule your free 30-minute no-obligation consultation.
Our Process
At Daintree Wealth, we offer a wholesale investment service for investors and families that would like a 'high-touch' portfolio solution that is highly transparent, accountable and consultative, driven by customer financial and personal goals and not product.
Personalised consultation
We first begin with a personalised consultation to understand your personal and financial goals. This is the foundation upon which we plan your investment strategies aligned with your overall objectives.
Research and analysis of your situation
Unlike generic advice offerings, and scaled solutions that offer minimal engagement between investment security selection and the end-investor, Daintree draws on a consultative approach by researching and analysing your financial position so we can provide the right advice.
Present recommendations to you
We use visual and engaging reporting to present all recommendations to you in an easy-to-interpret format. We’ll explain your current financial position, gaps in your wealth management plans and strategies to maximise wealth and ensure your financial sustainability in the long run.
Investment advice based on your goals
We are personally and professionally invested in your goals and provide investment advice that suits your values – offering sustainable, ESG, and Ethical labelled product suites. Our wholesale clients can also participate in select alternatives and unlisted opportunities following extensive due diligence.
Engage with different stakeholders where necessary
We can provide a valuable service to clients who have complex financial matters by leveraging our strong industry network, introducing you to established professionals such as real estate agents, family lawyers, property lawyers, commercial lawyers, mortgage brokers, bookkeepers, accountants and more.
Portfolio management and regular review
Your portfolio construction and management is overseen personally by a professional with over 24 years of global financial experience. Through a consultative approach, you’ll access high-performing, risk managed and quality institutional portfolios, monitored monthly and reported quarterly.
Benefit from Our Industry Network
We work with trusted professionals to provide you with a well-rounded financial service that meets your long-term goals. Some of the people we can introduce you to include:
Lending specialists
We have partnered with some of the most experienced lending specialists who can help with property loans, business loans, vehicle loans and more.
Tax accountants
Our tax accountant partners can help you better structure your finances so you can maximise your tax benefits.
Lawyers - property, family and commercial
Whether you need a property lawyer for a property sale or purchase or a family lawyer for a binding financial agreement, we can connect you to the right people.
Frequently Asked Questions
Why seek financial advice?
People often seek advice because it can be overwhelming to work out everything by yourself, and you don’t know who to trust in terms of talking to family, friends or looking on the internet. Daintree Wealth can help those struggling with managing their financial situation by listening to your concerns and helping you make the right decisions.
What does financial advice involve?
Financial advice is a process that can benefit most people working or planning to stop work. It is a consultative process which involves a series of meetings where we gain an understanding of your situation, concerns and objectives before presenting personalised recommendations, and then helping you make any agreed changes.
How is Daintree Wealth different?
At Daintree Wealth, we aim to provide our clients with a fresh approach that will appeal to clients fed up with their experience at larger firms. Through a highly tailored approach, we build long-term relationships that aims to improve the financial livelihood of our clients, and at the same time allow them to express their beliefs and values through their investments.
What are your fees?
Our fee structure is straight-forward and transparent. The fee for undertaking the initial advice process starts at $3,950, depending on the complexity of your situation.
What is sustainable investing?
Sustainable investing generally involves some form of assessing, evaluating, or integrating ESG factors. It looks positively on companies that make a positive, or neutral impact on the environment and societies within which they impact. This is the E & S in ESG. Looking positively on companies that are well managed, engage with shareholder concerns, and have well-balanced Boards. This is the G in ESG and stands for Governance. We also offer our wholesale clients exclusive Sustainable ‘Impact’ or ‘Thematic’ investment opportunities.