David Pitt

First Financial Pty Ltd

Platinum

21 Yrs Experience

Melbourne, VIC 3000

About David
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My goal is to help individual people and businesses achieve financial freedom. I believe there are three main attributes required when looking for a financial planner. They must be honest, trustworthy and most importantly; relatable. By being relatable, your adviser can tailor his approach and communication style to best accommodate your specific needs and requirements. This can also include customising a specific service offering that is unique for you at your stage of life.

Superannuation
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Small Business Advice
Tax Strategies
Growing Assets
Wills & Estates

We are happy to look at different fee structures for each clients specific needs and circumstances. There is no cost for an initial consultation(s). Typically, a initial Statement of Advice (SOA) will be required eventually to provide formal recommendations and this can cost between $2,750 - $4,400 including GST.

5.00 August 2020

David has given his advice to my husband and myself re self managed super funds, retirement planning and pensions.We are still in the early stages but David has been patience and thorough in assisting us with our concerns and planning especially in these difficult and unusual times.

4.00 August 2020

David has given us as first time investors great explanations on how to use our money to grow our self managed super fund. David has been able to explain in detail to someone who works with their hands. David was able to help two very nervous investors.

4.75 November 2019

David was able to explain things in a clear way. I feel very confident that the advice given was right for our needs.

5.00 November 2019

David has been my adviser for the past 8 years. I have been very pleased with his help and we have achieved good returns. I felt safe that I was in good hands, he listened to my needs, there was never any pressure and I always felt comfortable doing business with him. I look forward to continuing business in the future with David Pitt at First Financial.Kind Regards, Mavis Leigh

5.00 November 2019

I am a new client of David’s and felt very confident with his advice from the word go. Through David’s knowledge and experience he was was able to explain to me options for a comfortable retirement and for that I am very grateful. I received David’s full care and attention.