David Ramsay CFP®
About Me
As a Financial Planner, I work with a range of clients with varied circumstances, ages and occupations to determine a solid financial plan that supports both current and future financial security and freedom. For over 30 years, Income Solutions has provided quality financial planning advice and service to clients within Geelong and wider community. We have a solid investment philosophy, a focus on client education and an established advice process.I am the founder of Income Solutions and have had the honour of working with many clients over the three decades that I have been in the industry. In many cases, the word 'client' has been replaced with 'friend', and it gives me great pleasure to see my diary filled with names of people whose company I truly enjoy.Please feel welcome to contact me.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 37 Years
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Licensed By Personal Financial Services Ltd