David Taylor

Live Well Financial Planning

Silver
20 Yrs Experience
Canterbury, VIC 3126

There are not many jobs out there in which you get to sit down with a client and map out the financial goals they want to achieve throughout their life - and then put together a plan to help them hit those goals. It's a pretty amazing feeling watching a client become less reliant on their paycheck, or live out their dreams in retirement

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We charge a flat fee based on the advice you require, not the assets you are investing.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 3
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Foundation Diploma of Financial Planning
  • Language spoken
    • English

Live Well Financial Planning

Suite 1, 59 Canterbury Rd
Canterbury, VIC 3126

Opening hours

  • 8:00am – 5:00pm Tuesday, Thursday
  • 8:00am – 8:00pm Monday, Wednesday
  • 8:00am – 1:00pm Friday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221