HISTORY

Allwood & Ryan is an Accounting, Business Advising and Financial Planning firm in South West Victoria. Annette Ryan and Robert Allwood are the current partners of the firm. The Practice has grown rapidly over the past few years. The business founder was Annette Ryan; she commenced the practice initially as a sole trader, with one employee and has now developed into a two partner practice with eight people. Annette and Rob have over 40 years of combined experience in accounting and finance.

Allwood & Ryan are proud to be a local business that employs local people and supports local trade.

Allwood & Ryan provides an innovative accounting, financial planning and business development service to residents and businesses in Portland and the greater surrounding districts.

Our aim is to ensure we continually exceed our clients’ expectations, by offering solutions to their taxation, financial planning and business development needs. We recognise that each client is unique; therefore we tailor specific strategies to benefit our clients, today and for the future.

We believe our team is an integral part of our clients’ successful future.

FINANCIAL PLANNING

We make sure your money works just as hard as you do. As Authorized Representatives of Infocus Money Management, Allwood & Ryan is able to provide you with superior financial planning. We have found that having the financial planners and accountant’s work together provides you with exceptional understanding of our clients’ needs. If also ensures confidentiality of your personal information, as it is all done by our firm.

In addition to annual investment reports, we can review the performance of your investments semi-annually or quarterly using our modelling software. We even offer regular seminars to keep you informed on the latest trends in this exciting industry.

Some of the services in the financial planning include:

• Investment / Wealth Creation
• Redundancy Strategies
• Superannuation Advice
• Personal Risk Insurance
• Life Insurance
• Income Protection Insurance
• Planning your Estate
• Negative Gearing
• Direct Shares
• Managed Funds
• Employer Super Funds
• Allocated Pensions
• Centrelink Planning

MISSION STATEMENT

We are an integral part of our clients’ successful future.
Our mission is to be progressive, committed and informed advisers to our clients, so that together we achieve and exceed our respective goals.

FIRMS VISION

To be known as the leading provider of innovative accounting, financial and business services in Portland and the greater surrounding districts.

COMMITMENT TO CLIENTS

We value our clients and the hundreds of referrals we received from our existing clients. Our clients are guaranteed to receive the following commitment from us:

• You will always receive friendly, courteous and personal service from our young and enthusiastic team.
• We will listen to you.
• We will explain things to you.
• We will be available, at worst returning calls within 24 hours.
• We will keep our commitments to you.
• The advice we give will always be of an exceptional standard.
• You will receive the advice and the help you need at reasonable rates.
• You will be kept up to date.

We will always act with integrity and your financial affairs will remain confidential.

CAREERS

Allwood & Ryan are continually growing and looking for new employees who will fit our culture. Our people have a passion for what they do and take pride in their work. We have the best team, and they pride themselves on being the best, whilst having fun at the same time. Please read our Mission Statement and the Firms Vision before you apply.

If you are looking for a way you can really make a difference we may be interested in working with you. Please send us your resume and covering letter telling us about yourself and what role you would like to apply for in our organization.

Please submit your resume to the following address:

annette@allwoodryan.com.au

Confidentiality will be assured.

FEEDBACK

In order to continually improve our service to you as well as improve this website, we appreciate your comments, thoughts and ideas.
Please complete your details by clicking on the following email address annette@allwoodryan.com.au