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.

PAUL GEE

Accredited Mortgage Broker

Paul Gee is an accredited member of the Mortgage and Finance Association of Australia.  Based in Port Macquarie NSW, Paul can service enquiries from the Hunter, Mid North Coast and Northern Tablelands regions.

Paul’s accreditations include Certificate IV in Mortgage and Mortgage Broking, Diploma of Finance and Mortgage Broking Management as well as an Advanced Diploma of Business Management.

Purchasing a home is an emotional experience requiring a dedicated professional to make the process as stress-free as possible, this is where Paul can assist you by acting in accordance with the Best Interest Duty act and searching through our vast panel of lenders to find the right loan for you and your needs.

A second generation local having over 35 years working in the Hunter, Mid North Coast and Northern Tablelands regions housing industry. Paul has been able to build a strong network of industry partners giving him a sound knowledge and understanding of the challenges clients face in the real estate, asset and commercial markets.

Paul has an easy ability to connect with people allowing his clients to feel at ease and has a reputation of being upfront, frank and straight forward in all his dealings. He is recognised as being good natured, loyal, friendly, down-to-earth but most of all prides himself on his integrity.

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