David Rea

Invested Financial Management Pty Ltd

5.00
2 Reviews
Bronze
15 Yrs Experience
Samford Valley, QLD 4520

I started in the computer industry in 1991 servicing and building PC's, Servers and Raid Arrays etc. Maintaining service contracts with top businesses with minimal downtime was essential. Working on City Council Servers with 1,000 users was interesting.

I changed careers to the Financial Industry where i'm doing the similar thing of looking after what people have.

Researching, I search out and find quality products an providers that I myself would and do use personally. Then I implement them for people and service these quality products for my clients.

  • Creative Strategies are my passion; making sure you have money now and the for the future...your journey is your life and take advantage of what you can.
  • Proficient in developing hybrid investment solutions fitting with client’s financial goals, risk aversion, timeline, and investment return expectation. 
  • Expertise in establishing tailored financial plans for living now and retirement planning including structured diversified portfolios inside and outside of the pension environment.

I'm a big believer of multiple streams of income and plan for this myself and for my clients through many areas including asset allocation, asset protection, asset growth and and tax consequences.

  • Trusts, and Partnerships...they all have different characteristics and which entity is right for you? I can assist with that.

Before and while you create multiple property portfolios, large Investments, significant Share portfolio you need to protect what you have...YOU.

Specialties:

Superannuation and Pension Strategies and Planning

Financial Insurance Planning : Small - Med business Keyman & Owner protection plans.

Finding money for you

Cash-flow increase

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

Invested Financial Management Pty Ltd

28 Woodfern Ct
Samford Valley, QLD 4520

Opening hours

  • 10:00am – 4:00pm Saturday
  • 8:00am – 5:00pm Monday, Wednesday
  • 8:00am – 7:00pm Friday
  • 8:00am – 8:00pm Tuesday
  • 8:00am – 9:00pm Thursday

Licensed by

Life Plan FP

AFSL 449658