The Financial Planning Association of Australia The Financial Planning Association of Australia

Stuart McDonald, CFP®


Name Stuart McDonald CFP®
Company True North Wealth Advisory
Address 4.03 1-5 Railway Street
Chatswood, NSW 2067
Phone 284597440
Website www.truenorthwealth.com.au

I provide clients with ideas and solutions to help them make the most of their opportunities. I try to understand as much as possible about my clients’ situation - what they have, where they've been and what their dreams and aspirations are for the future.I then help develop a sound investment philosophy that'll enable them to reach financial independence sooner, provide funds when they're needed and give them options that might not otherwise be available (such as early retirement).I get to understand the financial situation of many different people. So there's a good chance I've already seen what has and hasn’t worked for someone in similar financial situation. I can use that knowledge and tailor it so my clients have clear options. That's my value proposition.

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