About

PORT MACQUARIE'S LEADING FINANCIAL PLANNER

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.

OUR VALUES

WE WORK WITH YOU TO FIND YOU THE BEST FINANCIAL SOLUTION FOR YOUR IDEAL WEALTH BUILDING STRATEGY.
PRE APPROVAL
& APPLICATION
VALUATION
& PROCESSING
FORMAL
APPROVAL
IDEAL
SETTLEMENT

OUR PROCESS

We have a dedicated team who are trained to help you achieve your financial goals.

WE HAVE EXPERTS IN EACH FIELD

Every piece of our property management service has it’s own dedicated team of experts.

WE PROVIDE INTELLIGENT SOLUTIONS

Tasks are immediately routed to the relevant team member to resolve

WE GIVE TRUE REVIEWS & VALUATIONS

Our values ensure our whole team has complete visibility on what’s going on with your property, so nothing slips through the cracks.

MEET OUR NETWORK PARTNERS

With over 22 years experience we have built an unmatched panel of finance and insurance partners providing you with access to the best solutions on the market for all your financial needs.

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DAVID C. GRAY | CEO & FOUNDER
P: 0410 546 547E: david@idealpg.com.au

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 different 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”.

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RAMI FAHMY | RISK ADVISOR
P: 0402 362 362E: rami@nsure.com.au

Rami’s journey into Insurance began over 10 years ago when he followed his father’s footsteps into business.Having since built and leading a team who specialise in securing businesses, protecting assets and managing complex risks, Rami is passionate about helping businesses make smart decisions about protection. We tailor Risk Management systems, develop customised insurance packages and guide our clients toward peace of mind, confidence and security.

Rami’s professional demeanour means he is at his best during times of uncertainty and crisis situations. He leads from the front with a personalised and attentive service, and being an unrelenting advocate on behalf of his clients is what sets him apart from the bigger transactional brokers.

Rami and his team’s priority is to work with you to ensure you maximise your business interests and opportunities whilst minimising risk.

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JASON SHERMAN | ACCREDITED MORTGAGE BROKER
P: 0422 202 475E: jason@idealfg.com.au
AGENT PROFILE >
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.

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.

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 relocating to Port Macquarie in 2012, 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. His determination and tremendous focus will provide you with peace of mind that you have someone working hard for you!

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