Director + Founder
Our mission is to help our clients secure their financial future.
Delante is Spanish for “in front” and that’s exactly where we want you to be. Our promise is to delight, inspire and educate our clients in all that we do.
We believe that it’s not enough to just know your numbers, it’s about how to Make Your Numbers Count.
When you work hard to build your wealth, it’s important that you protect it. We help you to plan for the possible, not the likely.
We are more than just tax and compliance accountants. With our Delante Methodology we will help you to achieve your goals, whether it’s:
• More time to do what you enjoy
• More time with your family and friends
• A private school education for your children
• Wealth creation
• Wealth protection
• Peace of mind knowing that your financial affairs are in order
• A business exit strategy so you can sail off into the sunset on your terms
What does wealth protection mean to you? When ensuring your wealth is protected, have you considered:
• What are the right business and asset ownership structures?
• Does your will, enduring power of attorney and guardianship meet your wishes?
• Will your superannuation benefits be distributed to the right beneficiaries?
• Can you transfer your wealth within your family bloodline?
• Do you have the right people in place to help ensure your wishes are met?
You never know what is around the corner. With the right planning, advice and implementation you will have peace of mind knowing your financial future is secure.
B Bus (Accounting)
Fellow of the Financial Services Institute of Australasia
SKILLS & EXPERIENCE:
A career spanning many years, David’s experience is in providing advisory services and tax and accounting to small to medium business family groups, high net worth individuals and members of self-managed superannuation funds.
David’s focus is always to ensure that clients not only build their wealth but they protect it as well.
"Great clever advice and positive solutions for the future."