
MCom
(Hons), CFPCM, Director NZFP
David
thoroughly enjoys his role as a Certified Financial PlannerCM
Professional, as it enables him to make a real, positive difference to his
clients' lives, something that is very important to him.
By
working closely with his clients and, therefore, getting to know them well,
David finds that he can help them create a strategy which allows them to
reach their future lifestyle objectives, without compromising the things
that are important to them now.
David
really enjoys the relationships he has with his clients and learning about
the wide range of activities they undertake and interests they have.
Outside
of work, David's passions include wine, food, live theatre and travel.