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Creating Wealth Our Financial Advisor, David Pero, is an authorised representative of Capstone Financial Planning Pty Ltd and services clients of the corporate authorised representative br Wellington Wealth Management Pty Ltd, authorised representative No. 317574.David deals with all aspects of a clients' financial planning requirements. Our clients benefit from his extensive knowledge of superannuation and self managed superannuation funds, tax effective investment strategies, retirement planning, education planning, risk protection strategies and other complex structures. David is a strong believer in maintaining relationships with his clients in support of them achieving their aspirations for the future. We see Financial Planning as a journey. From the early years when borrowings are high and savings must be carefully planned, through the accumulation years when debt levels reduce and savings capacity increases and finally into retirement years when careful planning from the previous phases bears fruit. The need for quality financial advice has never been greater. Evolving financial markets and regulatory regimes means more investment alternatives and clients need a financial planner that combines expertise with quality advice and service. We strive to provide integrated financial solutions, proactive advice and service in all facets of financial planning. Our detailed knowledge of the taxation laws also ensures your finances are structured in the most tax effective and secure manner. We can offer advice on: Financial planning involves formulating a strategy tailored specifically to your financial needs and resources taking into account your age, lifestyle, investment experience, risk profile and investment time horizon. Our commitment to your financial security goes well beyond the initial financial plan. It is important not to ‘set and forget’ so as your needs and circumstances change we adjust the original strategic recommendations to accommodate the changes in your life. |