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David McBrearty

AFA, MCom (Hons), CFPCM, Director NZFP

David thoroughly enjoys his role as a Certified Financial PlannerCM Professional, as it enables him to make a real, positive difference to his clients' lives, something that is very important to him.

By working closely with his clients and, therefore, getting to know them well, David finds that he can help them create a strategy which allows them to reach their future lifestyle objectives, without compromising the things that are important to them now.

David really enjoys the relationships he has with his clients and learning about the wide range of activities they undertake and interests they have.

Outside of work, David's passions include wine, food, live theatre and travel