David Harrison

We guide our clients, of all ages, through their life journey by offering smart money options to ensure informed decision making and peace of mind.

We have been providing financial advice to our clients since 1997. Over this time our client base has expanded significantly thanks to our relationship-based approach. We work closely with you to arrive at the best financial decisions we can using the information available.

We blend internal investment frameworks based on our deep insights into the Australian financial system together with our understanding of your needs and objectives to create appropriate high-performance methodologies.

Our second avenue of advice is around product selection and investment decisions. Here we work to ensure we have access to high-quality, up-to-date research analytics. Whilst we can’t make guarantee future performance, we strive to do our best to ensure our financial planning processes are as effective as we can reasonably make them.

We look to involve you at every step of this process and welcome your contributions. The better you understand and contribute to these decisions the more likely they are to prove successful.

Our pricing model varies, depending on the variety of services being recommended. We operate on a core annual review cycle but recognise you have individual needs, so will work with you to ensure your individual preferences are catered for.

Legislation mandates that we offer and provide you with an annual review of your situation. We invite you to meet with our financial adviser on an annual basis and if you are unable to meet, then we will send out your annual review/reports to ensure we are keeping in touch with those who we have client agreements with. We generally require you to consent to our financial advice on an annual basis, especially if we receive an adviser service fee for you.