Your first meeting with ruby bank is at no cost to you. We take this opportunity to get to know you and the things that are important to you. We can also discuss some of the options you have, the approximate costs involved in pursuing those options, and some things you may not have considered.

We specialise in assisting those who have made a start in life but are wondering what to do next, those looking to optimise their current position, those with complex financial needs, and those who already have high levels of personal or business wealth. We love working with people who want to get ahead and appreciate a no-nonsense approach.

Yes. We can help you build well-conceived property investment strategies and property portfolios of significance. There is no one-size-fits-all approach to property investment. We tailor your property investment strategy to suit your budget, yield requirement, appetite for risk, income and tax position, financial capacity, borrowing capacity, future capital requirements, investment time horizon and personal goals. Property investment can be complex. It’s important to seek guidance from experienced professionals before making decisions about property acquisitions. We have a friendly and transparent culture and our staff are ready to help.

We charge our wealth consultancy fees on an hourly rate. Service fees depend on the complexity of your needs and varies from client to client. We always quote upfront in a transparent fashion. It’s fair to say that we are exceptionally competitive when it comes to pricing for wealth services.

Yes. Utilising online technology platforms, we can assist people regardless of where they’re located (provided they have a reliable internet connection). We have many interstate clients, foreign nationals and ex-pats as clients. We can even schedule online meetings after hours.