Our Team

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David Teague

Diploma Financial Services (Financial Planning)

David has been a Financial Adviser since 2006 and has worked with individual and business clients alike. He has extensive experience in the areas of retirement planning, personal and business risk protection along with estate planning and business succession strategies.

Advice I can provide

I can provide you with strategic advice as well as arrange the types of financial products listed below.

I can help you to identify the types of services and products that will be appropriate to meet your financial goals. In addition, you can choose whether to receive advice about a range of needs all at once, or we can provide advice about only those needs that are most important to you so that your most important goals are achieved first. Further advice can then be provided over time about any other needs or goals as required.

Strategies
  • Guidance on budgeting and goal setting
  • Savings and wealth creation strategies
  • Investment planning
  • Superannuation planning
  • Pre-retirement planning
  • Retirement planning
  • Estate planning considerations
  • Centrelink planning
  • Risk and insurance analysis
  • Business succession planning
  • Salary packaging advice
  • Gearing strategies
Products
  • Deposit and payment products (for example term deposits, cash management accounts and non-cash payment products)
  • First home saver accounts
  • Retirement income streams
  • Direct fixed interest
  • Retail & wholesale managed investment schemes
  • Socially responsible investments
  • Hedge funds
  • Master trust products
  • Superannuation products
  • Personal and group insurance
  • Limited investment guarantees
  • Business succession insurance

 

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