FINANCIAL ADVISER & OWNER AR no: 000241961

INSURANCE & RETIREMENT PLANNING SPECIALIST

With over 20 years of working in the Financial Planning industry, David is passionate about helping his clients make the most of their income, get their insurance up-to-date, build wealth both inside and outside of superannuation and have a solid retirement income.

"There's not many jobs out there in which you get to sit down with a client and map out the financial goals they want to achieve - and then put together a plan to help them hit those goals. It's a pretty amazing feeling watching a client become less reliant on their paycheck, or live out their dreams in retirement."

PARAPLANNER

STRATEGY & ADMINISTRATION SPECIALIST

As our paraplanner, Kylie ensures that all financial plans are rolled out correctly giving David more time to focus on working closely with our clients. Kylie loves to crunch numbers and makes sure all the right paperwork is in place which is a huge part of the financial planning process. She supports David in making the planning process easy for our clients.

"I love working at Live Well and seeing the passion our team have for initiating meaningful but simple financial plans for our clients. I also enjoy making the paperwork simple and easy to understand, so they know what the plan is and how to get there."

FINANCIAL ADVISER & OWNER AR no: 001004058

RETIREMENT PLANNING & WEALTH SPECIALIST

For over 20 years, John has been helping clients to make the retirement of their dreams a reality. John takes time to explain complex financial strategies in easy to understand, simple terms.

"For me, financial planning is about more than just creating wealth for clients. It’s about building a long term relationship based on trust and putting the client’s intertest first. The motivation for me, is seeing the difference I can make to a clients financial future through maximising tax incentives and carefully planning how they can enjoy the lifestyle they have always wanted and spend more time with their family."