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
• Strategic Financial Planning & Review Services
• Superannuation and Self-Managed Super Funds (SMSF
)• Portfolio Management & Investment Advice
• Insurance & Protection Advice
• Retirement Planning
• Estate Planning
Get in touch with David Jacometti