About Us
Three Kings doesn’t claim
to be all things to all people.
That’s why our clients love and refer us to their nearest and dearest.
- We help young ambitious go-getters and hustlers discover the framework on how to achieve that perfect balance between setting up your financial future, while still being able to enjoy the present and not sacrifice today’s lifestyle while you are still in your prime.
- Our objective is to guide those wanting to live a life of fulfillment through providing financial security, wealth creation all while living life to the fullest in the present using the lowest risk and highest efficiency financial strategies possible that match the psychology of each individual.
- We do this through our Three Kings 3 Steps to Success process making complex advice simple while maintaining flexibility for life’s changes and above all else, remaining transparent throughout our partnership.
“We put you on the right path so you can start kicking goals sooner rather than later.”
Core Values
Every report, study, peer to peer or peer to customer review always finds the same three main drivers to uncover why Australian’s Financial Literacy is so bad, yet they still don’t seek help. There are too many secrets and dishonest practices across the Industry, such as fees or aspects of the service not being explained properly, leaving a lack of transparency. Many times the conversations and advice come across to be too complex and technical; leading the consumer to feel dumb and to obtain no value from the service they paid for. These engagements pigeonhole them to feel like they must pay whatever price as they could not do it for themself. It made them think typical advice firms run unchangeably and follow a ‘fit in or get out’ style of advice & pricing, as well as cookie-cutter approaches.
This is the why behind the development of our core values on these 3 pillars: Transparency, Simplicity & Flexibility
Transparency
Honest communication and complete understanding of your financial situation is vital to build a long, healthy and positive relationship which will ensure you continue to focus on making your goals into your reality. Whether it is fees, operations or anything else, we stand tall in making sure we are open and share exactly what the reality is behind everything to do with your money. Sometimes it may not be what you want to hear, but you can guarantee it is the truth. In most cases, it is what you need to hear.
Simplicity
Financial Planning is meant to be simple; you are at X you want to get to Z but you are currently heading to Y, all you need to do is bridge that gap. Sounds simple, and it should be, but many variables go into this answer that can become super complex.
Our job is to remove that complexity to allow you to spend more time doing what you do best and what you love. May it be spending your time with your family and loved ones, building your career, or just enjoying the life you work so hard to provide. Our client’s motto is to “Control the controllable” and fortunately, there are very few of those. What we do is ensure that as long as you are controlling the controllable, the rest is taken care of and you stay on track. With that said, our transparent nature means you will know EVERYTHING that is going on but you don’t have to waste time focusing on them. This is the first step to putting the power back in your hands and begin creating a healthy relationship with money.
Flexibility
Have you ever had an idea of how you would like to do something and then when you do execute it, the only way to do so is the way someone else wants, which doesn’t fit at all in with what you had in mind?
We get it, that’s why our plans and packages are simple yet tailored to every single need and want not only from a pricing perspective but from an execution and advice perspective as well. We know that no two people have the same idea so why should you all follow the same path. On paper buying that red Ferrari is a terrible financial decision…but what if that is your one life goal and deepest darkest desire, who are we to say otherwise. Our job isn’t to pigeonhole you into what we think is best according to our own personal prejudices. We are here to challenge your way of thinking and get you coming up with what your true life goals are. Then, making recommendations on how to achieve that as efficiently and risk-free as possible. Our job is to make recommendations but at the end of the day it is your life and your money, it is your job to make the decisions, which we will hold you too.
Our Experts and Partners
Three Kings doesn’t claim
to be all things to all people.
That’s why our clients love and refer us to their nearest and dearest.
So grateful I have been able to work with Ryan the last year. I can’t even begin to explain how much I have grown, what I have learnt and implemented in my life! The investment into getting Financial Advice and support has paid off ten fold. Working with Ryan has really helped me to shit my focus from “money” and rather focus on my goals, lifestyle and being able to enjoy the process! Cannot recommend him highly enough ????
– Lauren
“10/10 can not recommend Ryan enough, seriously good at what he does. Has really put into perspective the money I need for the life I want and how to manage and aqquire it ”
– Damon
“Ryan was attentive to my financial needs from the get go. He is professional and friendly which makes the experience a lot less daunting. He gave me tailored advice based on my needs and my goals which has been fundamental to my position (financially) now. I am confident to continue to see ryan and get on with the bigger things. ”
– Bianca
“I have never felt so secure and happy with financial future, Ryan has provided me the tools and knowledge to get on-top of my money. The on-going support is second to none, I know that Ryan is willing to assist me whenever I need it, and his honest and practical approach to finances is so refreshing. I could not recommend Ryan and Three Kings more to friends and family, having already passed on his details multiple times.”
– Alex
“What you get from Ryan is not exactly what you would expect from a financial adviser, but it is exactly what you need. Ryan has given us great no-bull advice on how to best manage our finances and why its more important to know what you want out of life and what risks are worth taking, rather than just trying to make more money. He has also helped us to understand the importance of having adequate insurance and why superannuation is actually exciting for someone in their 20’s.”
– Jen
“Ryan has provided me with excellent advice on small business, tax management, super funds and estates on numerous occasions. He is the ultimate professional and I would not hesitate to reccommend his services to even my closest friends and family. ”
– Angus
“Ryan has given me advice in areas including loan products, self managed super funds, and managing debt. Ryan was always able to clearly explain things to me in a way which i would understand. Through Ryan’s knowledge and experience, i feel very confident that the advice i was given was right for my needs. I always received Ryan’s full care and attention when i needed it. ”
– Caitlyn
“Ryan is extremely passionate, honest and one of the most professional advisors I’ve come across! Wealth management requires dedication & trust – Ryan never failed to deliver on his promises & had been consistent over the last two years. He has a knack for achieving results & his motivation is infectious! Ryan is a sincere character & helping others is clearly his nature. I am blessed we crossed paths and continue to look forward to our work together! I highly recommend taking the time to listen to Ryan as he always makes sense and is highly skilled in every element of wealth management. If you’re looking for successful outcomes and real $$ then don’t miss out on picking Ryan’s brain! ”
– Deena
“Ryan and I have been working together for nearly two years now. My expectation of a financial advisor was someone who put things in place for you and called upon you every year or so after skimming your file, making changes as necessary. Ryan is a different kettle of fish altogether. He is like a family friend, knows what we are up, our goals, our challenges. He doesn’t need to read our file to remind himself. He is regularly in contact with us checking how we are going, if we need anything and sending interesting resources to read over. I trust Ryan, he lives and breathes what he does, clearly loves helping his clients. We enjoy working with him and see him as an integral part of our family team, helping us to achieve our future goals. I would highly recommend him.”
– Anastacia
“As a young tradie who earns decent money and enjoys the flashier side of life I constantly found myself living pay to pay and not progressing anywhere. Everyone thought I was doing well because it looked like I was, realistically I wasnt doing very well at all. Ryans advice and strategies were amazing and got me right on track. They drastically improved my overall position and my long term outlook. However, this was not the best part about Ryan becoming my adviser, the best part was (and still is) Ryan’s no bull approach, he doesn’t pull any punches and tells you exactly how it is whether you want to hear it or not. There is no sell or sales approach, he looked a what i said i wanted to achieve and called me on my crap straight away, basically saying change this or don’t waste either of our time, and it was exactly what i needed to hear. I could not recommend Ryan highly enough to people needed to be put on the straight and narrow.”
– David