I’m the person you call when you want to get ahead faster and protect your money. You might be experiencing career change, facing divorce or retirement, or thinking about changing your lifestyle by downsizing; travelling, starting a new career, or simply wanting to make sure you’re on the right track and are maximising your opportunities. Financial planning is like planting a tree, the best time to do it is now (or ten years’ ago!). Then you can focus on living your life, while your wealth grows.
I’m a big believer in financial planning 101, or ‘getting the basics right.’ There is place for complex or technical financial strategies, but most busy professionals benefit from simply meeting with a qualified adviser they can trust, assessing their total financial situation – from financial goals to assets and debt, insurance or retirement planning – and then putting strategies in place now that will have a big impact over coming years. Putting it off for too long is the big mistake.
Supporting senior leaders in demanding careers – Executives, business owners, CFO’s, engineers and project managers – gives me great satisfaction because I know I’m taking something important off their minds. My clients understand the value of professional advice because they’re professionals too. Often they have the skills or interest to build wealth, but simply don’t have the time. So, they outsource that effort to me. Attention to detail, follow-through and innovative strategies are my strengths, so my clients can relax knowing once we’ve developed a plan to achieve their financial goals, I’ll be there to implement, monitor and review results.
If you’re ready to take control of your financial future and want a partner to help you get there, get in touch. I’ll cover the cost of the first meeting so you can be sure I’m the right adviser for you.
We have been seeing David for about three years. He has always been very professional, thorough and accurate in all his dealings with us. No complaints at all.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 1998
- Years of experience 25
- Certified Financial Planner (CFP)
FMD FinancialLevel 31, 367 Collins St
Melbourne, VIC 3000
- 9:00am – 5:00pm Monday – Thursday
Fmd Advisory Services Pty Ltd