David Smith

Frost Financial Planning

Gold

23 Yrs Experience

Winnellie, NT 0820

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David has been a financial planner in Darwin for over 20 years. He specialises in retirement planning, self-managed super funds, and working with business owners.

He is the owner of Frost Financial Planning and his team is highly skilled in providing investment advice to people of all ages, including charities.

He is a graduate of the Australian Institute of Company Directors and a non-executive director.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Property Investment
Small Business Advice
Borrowing
Tax Strategies
Growing Assets

5.00 July 2024

I have been a client of David for many years and he and his staff have always been proactive in looking after my needs both as a small business operator. Personally, I highly recommend him and the business to cater for your needs.

5.00 December 2023

I have been a client of David's for a long time and he has always provided me with excellent service regarding my needs and requirements.

5.00 August 2023

I was worried about how I would survive financially when I retire, so when I saw Frost Financial Planning advertised safer on the TV, I made an appointment. I had never consulted a financial planner before so was nervous about taking this first step. As soon as I met David and his team, I immediately felt that I was going to be well looked after. It can be difficult to trust a stranger with your personal and financial situation, but I quickly felt safe and trusted the process. The team showed empathy and a willingness to work around my needs - organising one of our meetings to be held online when I was not mobile after surgery. The obvious experience and wealth of knowledge continued to put me at ease. All my questions were answered in a way that I could easily understand. Thank you for making the process so straight forward. I will certainly be recommending Frost Financial Planning to others.

4.00 October 2017

David is very good in answering our questions and putting us at ease. While we may come with our own solutions, his advised allows us to adapt or feel happier with the decisions we have made

5.00 September 2017

I went to David looking for some investment advice. He undertook a full review of my investments and financial standing, and implemented strategies which I am confident will put me in a much better position when I retire

Adviser status Gold
Rating 4.83
Number of reviews 6
First year providing advice 2002
Years of experience 23
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English