Lifestyle Financial Planning

Working with David has proven to be an invaluable experience. He has a very different and refreshing approach that has taught us a lot about financial matters while also remembering to enjoy things along the way! Having worked with many financial advisors over the years David is a stand out and I would highly recommend him

I met David at a Networking event and instantly warmed to him. After hearing David presentation, I knew what he had to offer was a match for what we needed. After going through David’s process and taking an honest look at our financial future we got to work straight away with some of David’s recommendations. Fast forward 6 months, I can hand on heart say that with some small decisions and changes the difference in our we are not only thinking about our finances is incredible. Without David’s service we would have been heading into unnecessary financial struggles in our future. Thank you David and I can’t rate him high enough.

I had the great pleasure of getting know David over quite a few meetings in which he was genuinely trying to help me plan my present and future and was willing to help in every way possible. You don't meet many people like that. A financial adviser interested only in the client’s long term goals.