As a Financial Planner, I work with a range of clients with varied circumstances, ages and occupations to determine a solid financial plan that supports both current and future financial security and freedom. For over 30 years, Income Solutions has provided quality financial planning advice and service to our clients within the Geelong and wider community. We have a solid investment philosophy, a focus on client education and an established advice process.
I am the founder of Income Solutions and have had the honour of working with many clients over three decades that I have been in the industry. In many cases, the word 'client' has been replaced 'friend', and it gives me great pleasure to see my diary filled with the names of people whose company I truly enjoy.
I have a Bachelor of Commerce, with a Financial Planning major, and am a Certified Financial Planner.
My education and experience provides clients with the knowledge and confidence to take control of their financial security.
Please feel welcome to contact me and I look forward to hearing from you.
Fee Structure detailed in a unique 4 STEP FINANCIAL PROCESS: 1) INFORMATION EVENING ~ Opening your eyes to a strategic way of thinking about your financial future. 2) RIGHT FIT MEETING ~ What you can expect from us working together and in partnership with you. 3) DISCOVERING YOU GOALS ~ Gain a clear picture of where you are now and where you want to be into the future. 4) BIG PICTURE ~ You will be presented with a personalised strategy specifically designed to achieve your identified goals.
For over 20 years David has given me (and my wife) sound and consistent advice in areas including superanuation strategies, wealth accumulation, loan procurement and management, tax related strategies and investment advice that has proven highly credible and produce the planned dividends and passive income streams we discussed and committed to at the outset of our relationship. David is consistent in his messaging and strategies. His advice is clear and concise. Davids knowledge and experience has proven to be of a very high standard and has given us the confidence to commit to the strategies proposed and which have delivered. Davids personal commitment to us as clients has been consistent from day one .
'David has given me advice in areas including loan products, self managed super funds and managing debt. David was usually able to explain things to me in a clear way. Through David's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received David's full care and attention when I needed it.' David has been recommended to many colleagues who are now using his advice and he has built trust through his honest approach
My wife and I have been advised by David for 25 years. We have seen him build up a successful advice business over that time, always focused on ensuring clarity around our goals and taking a measured, long-term approach to investing. He has provided great counsel over that time, demonstrating how advisers add value by encouraging clients to stick to a good plan rather than jump around in response to stormy short-term markets. David also takes a keen interest in my professional endeavours and has helped me with ideas and networking assistance during periods of unemployment.
David is a wonderful person to deal with and very accommodating and patient. We enjoy the interaction and advice.
- Adviser status Gold
- Number of reviews 4
- First year providing advice 1987
- Years of experience 36
- Certified Financial Planner (CFP)
Income Solutions153 Mercer St
Geelong, VIC 3220
- 9:00am – 5:00pm Friday
- 9:00am – 5:30pm Monday – Thursday
Australian Unity Personal Financial Services Ltd