David Linco Email & Phone Number

If you are looking to better manage your finances, then you have come to the right place. Whether you are looking to buy a home, grow your business, establish a self managed super fund, build a property investment portfolio or approaching retirement, we can help you make a fully informed decision. Our goal is to make sense of your current financial position and combine your assets, liabilities and cash flow (whether property investment portfolio, superannuation, shares, insurances and or taxation) into a tailored financial plan that you can understand and help you reach your financial goals.Through our accounting, financial planning and mortgage broking divisions we are able to share ideas, resources and critically assess your financial position from every angle saving you time and money knowing that all your key advisors are in agreement on your wealth strategy. Our initial client meetings are free but typically will save you thousands in identifying ways you can structure your finances more efficiently.Specialties: As a mortgage broker, financial planner and accountant, we help people navigate their wealth creation journey by analysing different options in terms of cash flow, taxation and risk to ensure the financial decision is affordable both now and in the medium term according to your life stage.

Listed skills include Investments, Strategic Financial Planning, Finance, Mortgage Lending, and 46 others.