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.