How we work

Your success through...

Creating a valuable and successful business that allows you to choose your own work/life balance.

Generating sufficient passive income from your investments to give you and your family the financial independence and lifestyle you desire.

Minimising the impact that tax has on your income and wealth.

Protecting you and your family from the financial and emotional turmoil that would occur if you were suddenly unable to work.

News and events

SMSF Gearing

Are you comfortable with borrowing to invest through your SMSF? Since superannuation law was amended almost four years ago to allow SMSF gearing under strict conditions,...

A Super Lesson

Many investors are not very good at learning lessons. This is shown time and time again such as when investors fail to adequately diversify their portfolios even after losing...

Upcoming seminar

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And I quote..

“My dealings with Daryl have restored my confidence in the value of independent financial advice.
The recovery of lost money has also renewed my faith in "checks and balances" within the system to weed out dishonest and incompetent practitioners.

Daryl's recollection when he first met Patty Knight was "When Patty first came to us she was not only distraught and confused at having lost half her wealth - courtesy of both bad financial advice and the GFC - but angry at having been left with such a hefty tax burden,"
"Having accumulated wealth more by living frugally than investment stealth, her faith in financial advice had understandably been shaken."

Read the full story at www.jdfa.com.au/downloads. ”

Patty Knight, Private Client

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