Who we are

At Knightswood House we understand that managing your finances can be time-consuming, often overwhelming and certainly takes you away from doing the things you really want to do.

We choose to work with successful and motivated clients who aim for a great life/work balance.

We understand that your bank balance does not define you – your money is a tool that can help you live a fulfilling life. That’s why we choose to work with people like you who have a passion to pursue.

Meet the founder

Our Team

Our small but experienced team spends a lot of time learning about you, those people most important to you, your priorities and your concerns. This allows us to develop a bespoke plan for you and your family that meets your unique needs and objectives.

Our Objective

Our objective is for you to have the confidence to chase your dreams and live a great life, with financial security to take you all the way to the finish line.

Our Promise

There should be no smoke and mirrors in a sound and stress-free financial plan. We’ll ensure you have the knowledge you need to make informed decisions about your financial future.

Reach Out

Contact us today to learn more about how we can help you to achieve your financial goals and enjoy peace of mind knowing you have a plan for living a great life.

What we do

Everyone has a different starting point, objectives and attitudes towards money.

We spend time talking to you so we can understand you and what you want from life and build a plan around that.

Let us help you get your house in order.

Financial Planning

We help you develop a comprehensive financial plan that will provide you with the resources and the confidence to live a great life.

Wealth Management

We help you protect and grow your wealth over the long-term taking into account your specific financial goals, risk tolerance and personal circumstances.

Risk Management

Whilst our goal is to help you live your best life, part of this involves ensuring that in a worst-case scenario you and your loved ones will be taken care of should the proverbial bus have you in its sights.

How we do it

We know you’re busy, so we make our process as easy as possible to maximise your investment of time.

Typically your financial plan will involve 5 key steps and take 4 to 6 weeks depending upon the complexity of your situation.

Then we’ll follow up regularly, monitoring and reviewing your plan. Our ongoing support and guidance will help you overcome any financial challenges that may arise and recommend any adjustments needed to ensure you remain on track to meet your goals.

Step 1

15-minute Introductory Call – We’ll see if we are the right fit. We will help you clarify what is important to you and your family and what you want to be able to achieve. Book a Free 15 Minute Call.

Step 2

Fact Finding – We’ll get to know you and identify what living YOUR best life looks like. This will include a full financial ‘stock take’ of your current situation and any immediate concerns that you should deal with.

Step 3

Assessment - We’ll map out how we can help you prioritize your financial needs and create a roadmap for achieving your goals.

Step 4

Planning - We’ll present a comprehensive and personalised financial plan that considers your income, expenses, assets, liabilities, goals, risk tolerance, and investment preferences.

Step 5

Implement – If you are happy with what we present to you, we’ll implement your plan.

Who we help

At Knightswood House we specialize in working with successful business professionals with a passion for life. We love to work with people with big dreams and clear goals. This allows us to provide the highest level of service to our clients so we can really make an impact on your customized financial plan.

We can help build a framework so you can make informed decisions about your life and your finances. Instead of taking up time counting your money you can focus on making your money and your time count.

We have clients all over Australia and can work with you remotely or in person at our offices in North Sydney.

Mike and Hilary

‘We recently sought David's expertise to reconfigure our SMSF as we began our journey to enter the retirement phase of life. From our initial meeting, through the engagement phase and now operating in full swing, David and his team at Knightswood have been thoroughly thoughtful and professional in providing sound financial advice and a solid plan. David always makes himself available and speaks a ``financial language`` that ensures we understand our financial plan, and enjoy a level of comfort through well considered and informed decisions. We highly recommend David and the Knightswood House team to be your financial expert advisors.’

Teresa

‘I have received comprehensive, thoughtful, honest, professional financial advice for around 10 years. I greatly value the time and care that goes into making sure that I understand and feel comfortable with my financial plan, and that I am able to make informed decisions.’

Alexia

‘Wealth of knowledge and experience!’

Richard & Fay

‘We are confident with David and trust his guidance. We are happy to leave many of the decision to him, but appreciate being included and informed’

Anne

‘David saves me time. He understands retirement planning is my major goal and is across all of the superannuation legislation.’

Brian

‘I have been helped all the way by David. This allowed me to retire early to care for my family.’

Jeff

‘David has steered me through the final two decades of my working life and into a comfortable retirement.’

John

‘David has given me confidence that I will have a good lifestyle.’

Tim

‘David helps me blend my ideals with my wife and find a common path to secure our future.’

Judi

‘David provides a sounding board and support for our financial affairs.’

Sound like you? Contact us today!

We’ll take the time to understand your specific needs and goals and answer any questions you may have about our services and approach to financial planning.

If you are feeling uncertain about your financial affairs, it may be time to consider getting a second opinion. We can help you evaluate where you are now, what is working well for you and what can be improved.

A fresh perspective and expert guidance can help you uncover opportunities you may not have considered before and make changes which may have a significant impact on your financial future.

We look forward to speaking with you soon.

BOOK A FREE 15-MINUTE CALL