Dave Ross

I provide a highly personalised suite of financial services to our clients who are based across Australia. I offer comprehensive financial planning and investment management services as a means of building wealth, increasing peace of mind and creating more freedom in the lives of our clients. I'm here to help you live by design, not by default. For those who are ready, I'm here to help clear your path forward, and then walk with you every step of the way. Who We Advise Focusing on people over 55, with majority of our clients actively enjoying their retirement, if not planning to retire in the very near future. People Who Are Established Our clients typically have accumulated retirement assets of $250,000 or more (excluding real estate). While they appreciate nice things, they are more interested in creating rich experiences while saving for a secure future. People Who Want To Delegate The Details While they control the big decisions, our clients invest in hiring a seasoned professional to help them proactively implement the details so they can spend time on what’s important. Our Investment Philosophy We help you achieve your investment goals with a tailored strategy that suits your risk profile and preferences. We use a combination of active, research-led portfolios and ETF model portfolios to diversify your exposure and optimize your returns. Our team of experts monitors the market trends and adjusts your portfolio accordingly, ensuring that you always have the best opportunities to grow your wealth.