After a diverse career journey spanning asset finance banking, teaching English as a foreign language, and extensive experience in retail and sales, David transitioned into the realm of financial services with a deep-seated passion for helping individuals secure their financial futures. Leveraging a robust skill set acquired through various roles, David has honed expertise in critical thinking, successful negotiation, and real estate economics and finance. David’s commitment to professional development is evident in their qualifications, including certifications as a gym instructor and personal trainer, TEFL (Teaching English as a Foreign Language), and specialized training in critical thinking and problem-solving, as well as real estate economics and finance. This diverse background underscores David’s ability to adapt and excel in different environments, providing a unique perspective in financial planning and estate management.

As an estate planner and financial protection advisor, David specializes in guiding clients towards optimal financial decisions tailored to their unique circumstances. Drawing on transferable skills from previous roles, David excels in analysing complex financial situations, devising strategic solutions, and effectively communicating recommendations to clients. With a focus on financial protection, David is dedicated to ensuring clients have the necessary safeguards in place to protect their assets and loved ones.

Outside of work, David is an avid reader, finding inspiration and knowledge in various literary works. A fitness enthusiast, David enjoys spending time at the gym, fostering a healthy lifestyle while continually challenging themselves to reach new fitness goals. With a passion for exploration, David has travelled to 17 different countries and lived in 4, embracing diverse cultures and gaining invaluable insights along the way. David also thrives on learning new skills, embodying a lifelong commitment to personal and professional growth.