Summary

Why David Jacometti? I believe in my clients. My purpose is to understand what's important to you and your family, develop your long term planning for a wealthier and more fulfilled life, and adapt to changes along the way. How do I work? • An initial meeting is held to understand what is important to you and your family, and how I can help you • We explore options, researching how personal advice can get you to where you want to be • Implement that advice - helping you see how and when everything will happen • Regularly Reconnecting. I give you confidence that your plan can change with you I provide: • Strategic Financial Planning & Review Services • Superannuation and Self-Managed Super Funds (SMSF )• Portfolio Management & Investment Advice • Insurance & Protection Advice • Retirement Planning • Estate Planning