David Siostrom
unit 1/146 Fullarton Road, Rose Park SA
(1)
unit 1/146 Fullarton Road, Rose Park SA
(1)
We focus upon personally tailored strategies, that allow you to achieve your financial goals with the least complication and risk.
We specialise in advising retirees and people in their "pre-retirement" years (50-65 years old)
1 customer review
Bronwyn
We recently had advice from David and couldn’t recommend him highly enough. David accommodated our needs and met outside his office due to mobility issues. We feel comfortable moving forward financially and have already recommended him to family and friends. David is an engaging professional who listens with respect and knows his area of expertise. More...
What do you love most about your job?
Getting to know people, understand their aspirations and earning their trust.
Helping people to understand their true potential and achieve their personal financial and lifestyle goals - the benefits of which can last a lifetime!
What inspired you to start your own business?
Being able to shape my own destiny and that of my clients.
Not being subject to the restrictions imposed by others - doing what I believe is right for my client, without compromise.
Why should our clients choose you?
I aim to educate and collaborate with clients, to ensue that they make fully informed decisions with which they are comfortable.
We place no time restrictions upon clients and have no conflicts of interest.
Can you provide your services online or remotely? If so, please add details.
Yes, we regularly conduct meeting via Zoom or Teams, for clients from anywhere in Australia.
The use of digital signatures, telephone, email and the secure transmission of data, all complement our service.
What changes have you made to keep your customers safe from Covid-19?
I keep up to date with my COVID-19 and influenza vaccinations. Masks can also been worn during office appointments.
Retirement planning advice
We formulate a personalised plan, that will allow you to live your best life, during your retirement years.
This involves a comprehensive assessment of your lifestyle goals, income sources, assets, debts and living expenses when developing the right strategies for you.
We also consider Taxes, Centrelink entitlements, Age Care costs and ensure that you have appropriate estate plans in place.
