We know it has been a long time coming but we are pleased to announce that FYI will be offering the service of Financial Planning for all of our clients. We have appointed David Steer to head up this new division of FYI.

David has over 20 years experience and has been operating his own business in the Sydney CBD for some years now.   We invited David to join the FYI Group as he shares the same ethics and morals that our clients are accustomed to receiving from the other divisions of FYI.  You have told us that this is important to you.

David can offer the full suite of financial planning services starting with the basic superannuation, investment, insurance and cash flow planning up to the more complex retirement self managed super and corporate strategies. In the initial meeting he will see where he can help you the most and develop a suitable strategy and wealth management plan to best suit your needs.