The Festive Season is often the time forgathering with family and friends; a time for reflection on what's gone before and what'sto come. Of what's important.
We often find that this is a busy time in the practice as it is also a time for people to start thinking about what's next for them in their financial journey: about retirement, or saving for that first home, or how to make sure their family's future is secure. If you're contemplating where to start, we'd like to reintroduce ourselves. As part of the Andresen McCarthy team, Andresen McCarthy Private Wealth will work with you to understand your goals and objectives, and partner with you on an on-going basis to gain clarity, insight and management of your financial affairs.
David Foord is a career Financial Adviser with over 18 years of experience gained from working for a large Australian bank, a boutique Advisory business and a mid-tier Chartered Accounting firm. David is authorised to provide advice in relation to the following financial products:
- Deposit and Payment Products
- Government Debentures,
- Stocks or Bonds
- Life Products
- Managed Investment Schemes
- Retirement Savings Account
- Margin Lending
If you'd like to learn more about how we can work together, contact us for an appointment via email firstname.lastname@example.org or call us on 9439 4455