AFA, GradDipBusStuds, DipTchg, CFPCM
I have a personal belief that almost every New Zealander can benefit from getting clarity around their financial situation. Putting in place a plan that is personalised to them and allows them to accumulate wealth throughout their working life in order to fund the retirement and lifestyle that they wish to have. I have worked with many people over the last 20 years and am always amazed the relief that people experience when a plan is presented that shows them the pathway forward.
While I have a diverse range of clients I excel and provide most value to self-employed professionals or small-business owners that want to make the most of the last 10-15 years of their working life. They need to understand what is required for their retirement but more importantly the structure needed to achieve their goals and fulfill their values.
Having clients acknowledge the value and clarity that they receive fulfills my value of wanting to help New Zealanders achieve their financial independence.
"I enjoy working with clients to understand their aims and help them achieve their objectives."
Talk to David Carter
|Phone:||03 375 4040|
|Freephone:||0800 375 4040|
|Fax:||03 375 4049|
|Physical||The Gardens, Level 1|
|192 Papanui Road|
|Postal||PO Box 36 381|