About David Reed Financial Services
We are a boutique financial planning company with the aim of providingclients with the advice, experience and strategiesto make money, minimise tax and protect wealth.
For superannuation and investment portfolios, we provide an academic researched philosophy that is tilted towards capturing market returns in a tax efficient, widely diversified and low cost manner. Our portfolios utilise customised types of index funds to target specific asset classes suited to each investors objectives of risk and returns.
Clients seeking to reduce tax through legal strategies are offered a variety of unique methods that are tailored to suit your circumstances.
We also review your current risks within the your asset portfolio. Where necessary, we will advise you upon minimising risks for your overall long term wealth.