There is a great saying that if you invest half of your income regardless what your income is and earns 8% return on your investment, then you will be able to completely support your self in 10 years, all expenses covered.
Dean - your expert in finance - can guide you through the journey - by not only considering your current goals and needs, but also factoring in future plans and opportunities.
For example, most people has a mortgage on their house, but he believes rate is not the end goal, but what you can do with choosing the right product and the right structure for your finance needs. The difference can be millions in profits/savings over the life of a 30 year loan term.
He's also an experts in trusts, SMSF, SPV, etc which can be an important structure to build wealth and maintaining wealth.
Outside of work - he can be found at soccer games or traveling to Fifa or Euro Football tournaments. He became a python enthusiast of late.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchAt a glance
- Adviser status Bronze
- First year providing advice 2018
- Years of experience 7
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Highest qualification
- Bachelor of Economics
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Languages spoken
- English
- Vietnamese
Infinite Zephyr
Suite 605, 478 George St
Sydney, NSW 2000Opening hours
- 9:00am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Ndt Capital Pty Ltd
AFSL 558899