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Silvan Ridge Wealth

Silvan Ridge Wealth

4.9(24 reviews)See reviews ↓·Warrnambool

About the company

Silvan Ridge Wealth is a financial planning firm that has offered financial planning, investment and insurance advice since 1988. The firm trades as Silvan Ridge Wealth under the legal entity Silvan Ridge Insurance Consultants Pty Ltd. Its service area includes Warrnambool, Terang, Colac and Portland, with remote services available throughout Australia. The firm partners with individuals and families across all stages of life.

Gene Youl is the Managing Director and a Certified Financial Planner. Emma Bant is a Director and a Certified Financial Planner. Melanie McDonald is a Director of the Administration Team. Carina Lane is a Certified Financial Planner with over 20 years' experience. Ben Rantall is a Financial Adviser with a Master of Applied Finance. The firm offers financial planning, investment and insurance advice.

What customers say

Based on genuine customer reviews

Enduring relationships built on clear, considered advice are the theme that recurs most across feedback on this Warrnambool practice. Reviewers repeatedly mention long associations, with several households citing more than a decade of guidance and one noting three decades of support. Gene Youl is named often for technical depth and for listening carefully before suggesting any strategy, while Pam Baker is described as helpful and efficient in processing time-consuming applications. Emma draws similar recognition for assisting a family through the sudden loss of a parent, showing professionalism and genuine care.

Ben Rantall is noted for patient, detailed explanations that respect busy lives and realistic goals, including meetings held online and at clients' homes. An aspect raised across a number of reviews is the strength of communication, from regular reports and annual catch-ups to proactive follow-up. The practical work covers superannuation, life insurance and retirement planning, and clients describe feeling positioned more strongly after acting on the options set out. Reviewers value that nothing seems burdensome and that choices are explained until they feel understood, building trust through personalised guidance over many years.

Silvan Ridge Wealth — Customer photo

Reviews

Reviews are taken from publicly available sources.

MR
Monique Ryan9 March 2026

I found Ben Rantall to be respectful, thorough with his explanations, patient and understanding of our busy lives and competing demands, as well as realistic as to what we can achieve with our current situation.

PL
Phil Lang4 November 2025

Couldn’t be happier with the service provided by Steve and the team at Silvan Ridge. Clear concise information that we could understand to help set us up for our retirement.

AC
Anna Conheady15 August 2025

my experience with Silvan Ridge has been excellent .. our transition to retirement has been made easier with their advice and direction, with our full understanding for our investment for the future. Excellent follow up a any time with the staff when questions needed to be addressed.. I feel very comfortable with their decision making on our behalf as I am informed and able to fully understand all decisions made. I can highly recommend their service to anyone looking to retire in the future

MD
Maree-Ann Dicks3 July 2025

This review of 5 stars is really well earned by the team at Silvan Ridge Wealth. Ben has been fantastic to work with. We had our first couple of meetings over Teams online getting to know each other and what could be offered to me to get my retirement plans on track for within the next couple of years or so. We made a few changes within what I was already doing. He offered me several options but indicated that staying where I was but with a more managed approach would be the better option fee wise and would still generate the income I was looking for. So he didn’t sell products just because he could. No pressure on my decision and always with a clear explanation and evidence to back up his reasoning for the options on the table. We did finally meet in person a few months later when I came home for a visit with the family. He was very welcoming and so far everything is working out great with my investments. I can’t speak highly enough of the team at Silvan Ridge for their professionalism particularly when I live in another state and we had to rely on the post and internet to get all the paperwork sorted. It was never an issue if I had to phone them for something or to clarify what was happening. Well done team. It is greatly appreciated for everything you have done for me.

V
Val28 January 2025

We have been clients of Silvan Ridge for over 10 years. Emma, along with her team, have looked after our Superannuations, Like Insurance, and have guided us through some stressful financial matters during that time. We can't speak more highly of Emma and her support team. They have shown professionalism, understanding, and care towards us. We can't thank her and her team enough and can not recommend Silvan Ridge highly enough. Thank you. Peter and Val

R
RTL18 June 2024

The team at SilvanRidge have been fantastic!!! Carina has been amazing in navigating Centrelink directly for us, analysing contracts and providing guidance with our mothers Aged Care financial needs. Carina found anomalies in what we had already paid versus what we should have that meant we were due a refund from the home - the service has paid for itself in spades! Even though I’m in Melbourne, the process has been a breeze - email and phone communication has been fantastic and Zoom for face to face meetings as required. I would not hesitate in recommending SilvanRidge for financial assistance, Carina in particular!!

AM
Allan McKay29 April 2024

We have been clients of Silvan Ridge for over 12 years. We have been specifically looked after by Gene Youl and ably assisted by Pam Baker. The advice we have received from Gene has been first class and reflects his deep technical knowledge, but more importantly, he listens carefully to us to ensure he understands what our needs are before he starts offering advice. We value this as it has built our trust in Gene, placing our needs as his first priority. Pam has looked after all the administration of our plan, including processing withdrawals, handling our social security admin, changing our contact details, preparing reports for us etc and she has always been extremely pleasant when communicating with us. She is a treasure. We have great confidence in the Silvan Ridge team looking after our life's savings and caring for us as people, not just customers.

Financial advisers & planners in Warrnambool compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Warrnambool are compared.

RankProviderRatingReviewsOpen Sat.
1Silvan Ridge Wealth (this page)★ 4,924No
2Saint Financial Planning★ 5,05No
3McLaren Hunt Financial Group★ 5,01No
4Morgans Financial Limited - Warrnambool★ 4,611No
5FM Mahar & Associates - Accountants and Financial Planning★ 4,36No
Contact
+61355597111www.silvanridge.com.au132a Lava St, Warrnambool VIC 3280
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–16:00
SaturdayClosed
SundayClosed