About MyLife Financial Planning
At MyLife the team is dedicated to helping our clients achieve financial security by managing their expenditure, clearing and converting unnecessary debt, assisting in the minimisation of tax and implementing strategic investment, insurance and superannuation solutions – all with the aim of setting our clients free of financial worry. We believe our client relationships are key to our success. We work with clients to identify and prioritise their future goals and needs to establish a clear and realistic pathway to achievement. We concentrate on wealth creation and preservation based on tailored strategies to meet our clients changing life situations. These tailored plans reinforce our three core values:
- To create long-term wealth
- To protect our clients financial health and investments
- To position clients for a comfortable retirement
MyLife Financial Planning is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd.
It doesn’t matter whether they are earning $50,000 or $500,000; our clients want to know whether they can still achieve their goals. Can they afford to have one partner stop work to have a child, can they afford to improve their home, upgrade their car or take holidays etc? Our clients want to understand the impact such lifestyle issues will have on their household expenditure and the long term outcome on their retirement. They don’t want to know just how much they will have when they retire, but how long their money will last in retirement.
Our unique Cashflow Forecasting PROCESS allows MyLife to compare the benefits of different income, investment and spending to guide clients to investment decisions. Once a Financial Plan is resolved, MyLife produces a regular cashflow report for clients which allows them to monitor and understand the progress of their investments and debts and aids their management of lifestyle and spending.
MyLife charges fee-for-service. No commissions, no percentage based fees, and NO hidden costs.
MyLife Financial Planning is an approved FPA Professional Practice – the symbol of professional financial planning in our community. As an FPA Professional Practice we comply with the highest ethical and professional standards set by the Financial Planning Association of Australia.
Another symbol we have met the FPA’s strict and rigorous eligibility and ongoing commitment criteria is by engaging CERTIFIED FINANCIAL PLANNER® practitioners – the highest standard of achievement for financial planners across the world.
MyLife (Aust) Pty Ltd t/a MyLife Financial Planning is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 Australian Credit License and AFSL No. 236523
David is a Certified Financial Planner and holds a Diploma of Financial Planning. He has achieved the highest level of certification in his field.