David Smith, CFP®

I am a specialist in investment, superannuation and retirement strategies. Clients tend to have larger sums to invest and value interactive ongoing advice. We aim to have a strong interpersonal relationship with each client, to ensure that we design, implement and manage effective solutions for each client. This involves spending considerable time understanding your situation, risk profile, family situation, plans and objectives. Modelling tools are also used to look at potential outcomes under different scenarios.We then document our proposed approach, including strategy, investment approach, service, research and costs.Overall, the approach is based on bringing extensive experience and strong academic qualifications to combine with a very personalised, approach tailored for each client.

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