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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Daintree Wealth

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Australia
Sydney, NSW
Daintree Wealth

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Financial Advisory offering wealth management, super and retirement advice with ethical investment focus.

Ray is Head of Daintree Wealth, where we cater to Professionals and Retirees seeking a comprehensive advisory and investment service aligned to their values and best interests. For those frustrated with larger practices who have lost focus on delivering on their client promise, Daintree offers a 'fresh approach' driven by deep client relationships, and contemporary investment solutions that can be tailored towards sustainability factors. Ray has 24 years industry experience, including a number of roles with Mercer Investment Consulting, 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. He is father to two young boys and truly passionate about making a meaningful difference to the lives of his clients, and towards a sustainable world for all to enjoy into perpetuity.

25/10/2026

https://daintreewealth.com.au/complex-rules-of-small-business-cgt-concessions-can-present-challenges/

The complex rules around small business capital gains tax concessions can eliminate tax on a business sale and unlock significant contributions to super when used correctly, said Jemma Sanderson…

18/10/2026

https://daintreewealth.com.au/the-retirement-gap-we-dont-talk-about/

Retirement confidence isn’t just about your nest egg, it’s about your plan.

28/09/2026

https://daintreewealth.com.au/check-out-the-largest-castles-by-country/

25/09/2026

https://daintreewealth.com.au/tokenisation-to-change-smsf-landscape/

The tokenisation with regard to the ownership structure of conventional assets will have a profound impact on SMSF holdings and compliance.

22/09/2026

https://daintreewealth.com.au/super-viewed-as-mortgage-solution/

A high number of people plan to use super to extinguish their mortgage as more people expect to retire still holding that debt.

20/09/2026

https://daintreewealth.com.au/how-to-turn-your-annual-smsf-investment-strategy-review-into-a-genuine-analytical-exercise/

Many SMSF trustees see the annual investment strategy review as a compliance obligation.

18/09/2026

https://daintreewealth.com.au/smsf-pension-shortfall-when-can-trustees-self-assess/

Few SMSF compliance issues create as much anxiety as discovering a minimum pension hasn’t been met.

15/09/2026

https://daintreewealth.com.au/cslr-levy-on-smsfs-unfair/

The Institute of Public Accountants has criticised the government’s intention to impose a levy on SMSF trustees to fund the CSLR.

12/09/2026

https://daintreewealth.com.au/financial-literacy-in-australia-where-were-improving-and-falling-behind/

How well do we understand our money?

09/09/2026

https://daintreewealth.com.au/five-steps-towards-a-more-confident-retirement/

Small steps today could make a big difference to how you feel about retirement.

Address

388 George Street
Sydney, NSW
2000

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://daintreewealth.com.au/

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