|Name||David Horan, CFP®|
|Company||NAB Financial Planning|
|Address||NAB Financial Planning
381 Wyndham Street
Shepparton, VIC 3630
To me, financial advice is all about helping people live more fulfilled lives. Money is a means to that end, but not the goal in itself.
The real goal is to feel more successful and satisfied with life in general, not just in relation to money. Having a sound financial position certainly helps, but money alone doesn't equal fulfilment or happiness.
If I can take the time, effort and worry out of your financial affairs by providing sound advice and a clear path to follow, that frees up your time and mind to invest your energy into other aspects of your life.
Drawing on my own broad life experience and the lessons I have learned from my clients over a couple of decades, combined with a deep understanding of human psychology, I act as a quasi Life Coach for many of my clients and as well as achieving their financial goals, we often also discuss, pursue and achieve greater levels of success and satisfaction in other areas of their lives too.
My fee structure is simple, fair, transparent and not linked to any products.
I am CERTIFIED FINANCIAL PLANNER and have been in the industry since the late 90's.
After starting my career in regional Victoria, I also lived and worked in Hobart and Melbourne for nearly 10 years before returning to settle in the Goulburn Valley in 2010.
I have worked with business owners, farmers, executives, HNW individuals and regular mums and dads from all walks of life across all stages of life and all levels of wealth and would love to work with you so that you too can achieve the things you want in life.