David specializes in the area of Future Financial Facilitation. This encompasses the four critical aspects of a clients financial peace of mind and security: Insurance, Superannuation, Finance Structures and Estate Planning. With strategic planning for families, small and medium sized businesses, David project manages the entire four quadrants to completion and removes this burden from his clients.
Personal Risk Insurance including claims management
Business Risk Insurance (Partnership Insurance, Keyperson Insurance)
Superannuation (Personal, Corporate and Transition to Retirement)
Estate Planning & Wills (Personal and Business) utilising The Legal Hub service.
Not institutionally aligned