Welcome to

Andresen McCarthy Private Wealth

Welcome to

Andresen McCarthy Private Wealth.

Established in leafy Eltham in 2020, we are licenced through Lifespan Financial Planning Pty Ltd.

We are a small but diverse team, from graduates to seasoned financial professionals, who offer real expertise and experience with the aim of creating a lasting partnership with clients.

Director and financial adviser David Foord has spent over 20 years working in financial advisory, across major banks and in a mid-tier chartered accounting firm.

In 2020 David partnered with Andresen McCarthy Partners to create Andresen McCarthy Private Wealth. His passion is in working with clients over the long-term, alongside their trusted professional partners, to help them fulfill their life goals.

It’s all about you!

We understand that every client is unique. That’s why our Discovery Process is a structured, collaborative practice where we take the time to gain a clear understanding of your big picture; your financial concerns, values, aspirations and reality.

Whether your goals involve enjoying and protecting lifestyle, creating financial comfort, planning for significant life events or building a legacy for loved ones, our aim is to gain a comprehensive understanding of your financial purpose.

We take our time in building a complete picture over several meetings, including working in conjunction with professional partners.

Only when we can see the world through your eyes, can we commence designing a financial strategy tailored to your unique position. We present our ideas, model outcomes, explain risks and consider alternatives.

All with the aim of helping turn your aspirations into your reality.

Discovery Process

Consultation with Professional Partners

Understanding & Analysis

Financial Strategy

We are positioned to offer you very real solutions to help you meet your financial goals: