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
We charge a flat fee based on the advice you require, not the assets you are investing.
I found David to be very professional. David listened to my needs and answered any questions that I asked clearly, and made it all very easy for me to understand. I would have no hesitation in recommending David and will continue to use David for all my financial planning needs. Melissa 3161
My wife and I couldn't be happier with David's service and advise. His professionalism really stands out.
My husband was hesitant to engage with a Financial Planner but after meeting David he now feels much more confident about our financial future.
- Adviser status Silver
- Number of reviews 3
- First year providing advice 2002
- Years of experience 20
- Foundation Diploma of Financial Planning
Live Well Financial PlanningSuite 1, 59 Canterbury Rd
Canterbury, VIC 3126
- 8:00am – 5:00pm Tuesday, Thursday
- 8:00am – 8:00pm Monday, Wednesday
- 8:00am – 1:00pm Friday
Alliance Wealth Pty Ltd