About Us

Our approach is to understand and assist each client with achieving their investment objectives and goals. Experience shows that every client has individual situations, experiences, goals and comfort levels with risk and return factors.
  • We assist you to plan for your future.
  • We assist you to make smart investment decisions.
  • We help you build on your existing investments, generate income and protect your assets.
  • We take the time to understand your needs, goals and aspirations.
  • We have a proven ability to sustain long term relationships with our clients.
  • We are a local Port Macquarie based business and we understand the needs of people in this beautiful region of the Hastings.

JASON SHERMAN

ACCREDITED MORTGAGE BROKER

 
The finance world is continually changing, it’s important to find a broker that has all bases covered! Jason’s experience and passion will make sure he finds you the ideal loan.

Jason spent most of his childhood meeting new people and making new friends as his father (a Secondary School Teacher) chased career promotions.

Starting out in western NSW, he has lived on the NSW Far South Coast, The Hunter Valley, various country towns ‘out west’, before settling on the NSW Central Coast.

After University Jason started his Finance Industry career, working for an American Finance Company as an entry level Customer Service Representative before being promoted to the Branch Manager of the same Branch.

Here he achieved multiple National Awards and was promoted to NSW Sales Development Manager whereby he coached Branch Managers on Salesforce Effectiveness/Customer Experience and how to run an efficient/effective Branch.
Working for the same company, Jason was later promoted to a Regional Manager role (covering Sydney CBD and inner west) where he led and mentored 8 Branch Managers with 32 staff.

After a brief stint as a Commercial Manager for a building company, Jason decided to return to Finance, this time working for one of the Big 4 banks, seeing him relocate to Port Macquarie.

In his 8 years on the Mid North Coast, Jason has worked as a Home Lender and Business Banking Manager across multiple customer portfolios.

Jason brings his experience as a customer, property owner and investor together with his knowledge of commercial banking to the table.

Throughout his career, Jason has always put YOU, the customer first and has an absolute hunger and commitment to exceed expectations.

His determination and tremendous focus will provide you with peace of mind that you have someone working hard for you!

David Gray

Founder

Property and people are David’s passions and that is the foundation of why he has created the Ideal Financial Group. Ideal Financial Group has been created to give back, whether you’re a first time investor, just coming into the market or experienced property developer, we believe we can provide value to your property wealth journey.

David has an extensive 20 plus year career in real estate and since 2017 has built a successful Real Estate Group that operates out of 8 differenct offices and in excess of 2,500 property management’s. Prior to 2017 David had developed over $100 million worth of real estate in Sydney’s Eastern suburb’s market.

Real estate has been wonderful to David, due to having so many amazing mentors and also plenty of experience, so many lessons learnt along the way. As a result of a successful real estate career, David has built an extensive property portfolio, his previous mentors instilled “it’s not what you earn out of real estate as a job, it’s the real estate you purchase that will help you become wealthy”.

Please call for a free property wealth check: 0410 546 547