Brian Chung

You‘ve spent years building your wealth. We help you work out whether it’s enough for the life you want.

You can look well set on paper and still find it hard to make the next move.

Have we got enough to retire and enjoy it?

Could I work less?

Are we being sensible about spending, or just too cautious?

I'm Brian Chung, founder and principal financial adviser at Dao Capital. I help Australians with substantial super and investments work through questions like these.

A retirement calculator can produce a number.

It cannot tell you whether you can book the trip without second-guessing it, or whether another year at work is worth it.

It doesn’t tell you whether you should keep the SMSF or what to do with shares you have held for decades.

We start with what you've built and what you want life to look like. You might want more time away from work, more room to enjoy retirement, or less to worry about when it comes to the money.

Your existing investments deserve a proper look. If I suggest changing something, you should understand what it would improve, what it would cost and what you'd be giving up. We work with your accountant and solicitor where their input is needed.

My background spans equity markets, financial advice for everyday households, and private wealth. I've seen how easily more wealth can lead to more complexity. The important question is whether it helps you live the way you want.

I stay involved as the questions change. You might be thinking about helping the children, spending more on travel or changing how your retirement income is paid. Markets and rules can change too.

We revisit the plan, get the important changes made and work through what needs attention. You have someone who knows the picture when the next decision comes along.

If that's the kind of help you're looking for, start here.

Start the 5-minute assessment:

https://www.daocapital.au/assessment

Tell me what you're trying to work out. I'll review your answers and let you know whether a conversation would be useful.