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David Wang

Financial Planning

A coach for your money!

Every successful person has a coach or mentor, from sports people to people in business. There’s no reason why you can’t have one too.

I can work with you to help realise your financial possibilities and achieve your goals sooner while making sure your lifestyle is fully protected along the way.

Even if you’re pretty financially savvy… it's a rare person who wouldn't want an expert on hand to help you get ahead and make the most of your money – all while taking care of the grunt work!

Professional experience

 I have been a Financial Adviser since 2008, having worked in the financial services industry since 2006. Prior to joining Mortgage Choice Financial Planning, I worked as a Senior Financial Adviser for several boutique financial planning practices.

 I enjoy building long-term relationships with my clients and working closely to help them achieve their financial and lifestyle goals.

 I believe the best way to serve clients is to first develop a clear and in-depth understanding of their financial goals and lifetime objectives. Armed with this information, I strive to create a

personalised financial plan that will accomplish all that is important to them.

 I have experience across all areas of financial planning, including including risk protection, wealth creation and retirement planning.

Professional qualifications

Bachelor of Business Management

Advanced Diploma of Financial Planning
SMSF Specialist Adviser™

Talk to me about:

Personal insurance

Nobody wants to think about insurance until they actually need it… but by then it could be too late. I will review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.

Investment planning & wealth creation

I will help you identify personal goals you wish to achieve and understand how much risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals.

Superannuation & rollover advice

Super may be designed for retirement, but it’s your money and you have complete control over it today. I’ll help you discover super strategies to make sure you’re making the most of this valuable resource.

Retirement planning

We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we’ll look at strategies to make sure your nest egg lasts through retirement.

Contact us today.

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