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 investment/gearing 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.
Do you need to review your current arrangements?
Your initial meeting will be at our expense. There is no obligation but we are assured that you will obtain great value from the discussion.
David Steer is an Authorised Representative of WealthSure Pty Ltd
F. Y. I. Financial Planning Pty Ltd is a Corporate Authorised Representative of WealthSure Pty Ltd
WealthSure Pty Ltd Australian Financial Services Licensee, Licence No. 238030
General Disclosure
The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, F. Y. I. Financial Planning Pty Ltd will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.