A coach for your money!
As a Chartered Financial Planner (UK) and holding a Diploma of Financial Planning in Australia, alongside over 17 years in the financial services industry, Ciaran Davis has helped hundreds of people protect their lifestyle and build their super and wealth, whilst ensuring that it will be passed on to the next generation.
AR no: 000451868
CAR no: 000451869
Financial Services Guide
- Office 0400 776 352
- Fax 02 9521 1700
- Open Hours
- Monday - Friday: 9:00am - 5:00pm
After hours by appointment
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!
As a Chartered Financial Planner (U.K.) and holding an Advanced Diploma of Financial Planning in Australia, alongside over 20 years in the financial services industry, my experience is extensive.
My love of financial planning stems from being able to help people make better financial decisions that will allow them to live the lifestyle they want. I really enjoy talking to my clients about their financial and lifestyle goals and watching them evolve over time as we build a long term relationship.
Having run my own financial services company in the UK for 10 years, I have helped hundreds of people across the UK and Europe get onto the property ladder, protect their lifestyle and build their super and wealth, whilst ensuring that it will be passed on to the next generation.
While I have experience across all areas of financial planning, I have a particular interest in the wealth and risk side of financial advice. It is important to not only work on building your wealth, but make sure you and your family are protected against the unexpected by having the correct insurances in place.
I look forward to supporting the financial planning needs of my local community.
- Advanced Diploma of Financial Planning
- Chartered Financial Planner (U.K.)
Talk to me about:
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.
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.
Managing your cashflow is key to a successful financial plan. You'll need money to fund your goals, as well as a road map that sets out how you can build the savings you need. My service combines expert advice with a personal cashflow management and budgeting solution - Mortgage Choice MoneyTrack - to keep you on the right financial track.
Handy tools to help manage your money
Savings made easy
Estimate how much you are spending every year on the little items, and how much you could save by finding alternatives!
Save more money
Choose your own path
How well are you covered - insurance wise - should something unexpected happen to you? Use this tool to find out.
Choose your own path