Michael Davie

Kuda Wealth Pty Ltd

Silver
25 Yrs Experience
Preston, VIC 3072

Kuda Wealth - Currency for life.

Michael Davie has over 19-years experience working in the financial services sector. Michael is director and practice principal  of Kuda Wealth Pty Ltd, a Corporate Authorised Representative of Watershed Dealer Services Pty Ltd.

As a financial planner, Michael builds a deep understanding of his clients current circumstances. He creates quality long-term relationships with his clients as they work towards and ultimately through their retirement goals. 

Michael Davie and the team at Kuda Wealth strategically help clients create funding options for their specific, wealth independence needs.

We all recognise that life's most precious asset is not the size of our stock or share portfolios, the amount of investment properties we accumulate or the acquisition of precious metals or gems; it is more simply our health, coupled with our finite resource of time.

The team at Kuda Wealth provide financial advisory support to their clients so they can spend their finite resource with the people, causes and activities that resonate and matter most to them.

These objectives are different for everyone, as are the strategies and solutions for developing the right amount of funding. Kuda Wealth takes the time to understand, prioritise and build practicial and reliable funding strategies for increased peace of mind, a term they refer to as 'currency for life'. 

Financial Services Guide & Planner Profile

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1999
  • Years of experience 25
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Kuda Wealth Pty Ltd

Suite 107, 84 Hotham St
Preston, VIC 3072

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Watershed Dealer Services Pty Ltd

AFSL 436357