Kuda Wealth - Currency for life.
Michael Davie has over 19-years experience working in the financial services sector. Michael is director and practice principal of Kuda Wealth Pty Ltd, a Corporate Authorised Representative of Watershed Dealer Services Pty Ltd.
As a financial planner, Michael builds a deep understanding of his clients current circumstances. He creates quality long-term relationships with his clients as they work towards and ultimately through their retirement goals.
Michael Davie and the team at Kuda Wealth strategically help clients create funding options for their specific, wealth independence needs.
We all recognise that life's most precious asset is not the size of our stock or share portfolios, the amount of investment properties we accumulate or the acquisition of precious metals or gems; it is more simply our health, coupled with our finite resource of time.
The team at Kuda Wealth provide financial advisory support to their clients so they can spend their finite resource with the people, causes and activities that resonate and matter most to them.
These objectives are different for everyone, as are the strategies and solutions for developing the right amount of funding. Kuda Wealth takes the time to understand, prioritise and build practicial and reliable funding strategies for increased peace of mind, a term they refer to as 'currency for life'.
Financial Services Guide & Planner Profile
We have found Michael, after around 7 or 8 years of first consulting him with our need to streamline our financial future, a real jewel. He is extremely knowledgeable and has helped us immeasurably. A down to earth, honest and engaging person. We trust him 100% - he has facilitated a viable financial future for us that we could not have navigated on our own.
- Adviser status Silver
- Number of reviews 1
- First year providing advice 1999
- Years of experience 24
- Certified Financial Planner (CFP)
Kuda Wealth Pty LtdSuite 107, 84 Hotham St
Preston, VIC 3072
- 9:00am – 5:00pm Monday – Friday
Watershed Dealer Services Pty Ltd