About Reed Financial
"For ‘thinkers’ about money, we apply evidence-based strategies so as to inspire peace of mind that you will succeed in growing your wealth.
Starting today, you can pursue your passions with confidence."
Why we do what we do!
We are a boutique wealth management business, focused upon delivering a broad and innovative range of solutions to building and preserving your wealth.
We enjoy working with our clients in a long term process so as to enable them to reach their goals and feel confident with their financial future.
Our values are founded upon ensuring that you have control over your money, rather than a common ailment whereby money has control over you and your future.
Our process
Our initial focus is to identify the goals that are meaningful to you. This is your destination.
We then examine your resources, and align your money in the direction of your goals. It’s akin to a yacht in that the money is the sail in it’s use to transport you to your vision.
Our recommendations are going to be based upon core scientific principles so as to maximise the opportunity for your risks to be rewarded.
The result is a clarity of direction and a peace of mind that you have implemented a plan to control your money and maximise it’s potential over the long term.
We will meet with you on a regular basis depending upon your needs, so as to ensure that your money remains in alignment with your vision. This may arise through a variety of reasons, for example, tax changes, investment market opportunities or personal circumstances.
This is why it pays to have your goals in concrete, and your plans in sand.
Fee Schedule
Please refer to our Financial Services Guide for all fees.
Click here
What we stand for and what we stand against
As wealth managers, we will recommend investment opportunities for you. Our core philosophy is founded upon proven, successful academic investment principles. We remain steadfast in our belief that markets are efficient over the long term, and you will be wise to allow your money to be rewarded via capital market returns, rather than the common belief that you can stock pick or market time asset classes on an ad-hoc basis.
Who we are
David Reed B.Bus. Adv.Dip.FS
David is the owner of the business and financial planner. He has a Bachelor of Business and Advanced Diploma of Financial Services.
He has been providing specialist wealth management services to clients since 2001. Clients range from young wealth accumulators to aggressive high net worth investors to retirees focused upon capital preservation.
On a personal basis, David has been married for more than 15 years, with two young children. His interests outside of wealth management include kayaking, fishing, rugby leagues and spending time (and energy) with the family.
Tracey Parkin
Client Services Manager
Tracey is our client services manager ensuring that our clients experience a highly efficient and timely service.
Tracey will assist you with meeting appointments, general administrative needs and any follow up queries you may require assistance with.
Veronia Reed
Office Administrator
Veronia provides the administrative support for the office. She is a director of the company and supports the daily operations . Her interests include netball and most sports. Of course, fine dining always rates a mention for special occasions!
John Hughes CFP
Financial Planner
John is a Certified Financial Planner located at Umina Beach. He provides services to clients with a focus upon personal risk insurance.
Tips on working with us
Where possible, we will mail to you an agenda prior to our meeting. It is greatly beneficial in terms of time, clarity and purpose, that you provide sufficient reference material at the meeting. This typically includes items such as:-
- Recent payslips or tax returns
- List of assets & liabilities
- Overview of expenses (not necessarily a detailed budget)
“I work best with clients who…..”
- Are intelligent professionals who ‘think’ about their money options
- Have challenges in managing their money due to time, complexity or prefer to enjoy their life doing other pleasurable activities.
- Are respectful of advice, communicates ongoing changes in their life, and seeks input from a trusted person.
- Participates in the decision making process, resulting in a clear understanding and responsibility for financial decisions.
- Is open to new ideas and strategies as opportunities may arise.
- Have investable assets of $200,000+, or a salary greater than $100,000 p.a
- Is comfortable to refer friends and family for wealth management in the future.
Best in Class Experts
We have a variety of professionals that we have worked with over a number of years so as to provide exemplary service for our clients. It takes substantial time to build confidence with referring clients to other experts in their field, as we are adamant that it is impossible to be an expert in all areas.
As your wealth manager, we will lead this team of experts so as to serve you at the most comprehensive level possible.
You will experience a full financial planning service level where advice is provided to you so as to make smart choices with your money.
We have experts that we can confidently lead you with:
- Accounting
- Solicitors
- Estate Planning specialists
- Finance & Leasing
- Stockbrokers
- Property buying agents
- Venture capital brokers
- Business brokers
- General insurance specialists