David is an experienced financial planner and for the last 20 years a specialist in helping owner managed businesses in achieving their financial goals. He has built up a unique skill and empathy with owner managed businesses and quickly and incisively deals with issues that this community commonly encounters.
His specialism is in helping clients identify their financial goals and working with them to achieve their objectives. He prides himself in simplifying jargon and trying to present complex concepts clearly.
As a Chartered Financial Planner David is part of only 10% of financial planning professionals to hold this title. He is the inventor and leading authority on “The TLC Process” which is an enlightening and practical approach to building a financial plan.
What will the rest of your life cost?
International Speaker David will show you how to achieve ultimate financial security steadily building wealth outside your business rather than just relying on selling it.
Taking 20 years of financial experience; David has simplified the financial planning process into 3 simple stages which he will share with you. This session is packed with useful information and practical takeaways that can be applied at any stage of your business journey.