Andresen McCarthy Private Wealth 716 Main Road, Eltham, Victoria 3095

Welcome to Andresen McCarthy Private Wealth, located in the leafy suburb of Eltham, Australia. As a licensed institution through Lifespan Financial Planning Pty Ltd, we offer a range of services including accounting, finance, insurance agency, and establishment.

At Andresen McCarthy Private Wealth, we pride ourselves on our diverse team of professionals, ranging from graduates to seasoned financial experts. Our goal is to create lasting partnerships with our clients, providing them with real expertise and experience.

Our director and financial adviser, David Foord, brings over 20 years of experience in financial advisory. Having worked in major banks and a mid-tier chartered accounting firm, David's passion lies in working with clients over the long-term, alongside their trusted professional partners, to help them achieve their life goals.

We understand that every client is unique, which is why we have developed our Discovery Process. This structured and collaborative practice allows us to gain a clear understanding of your financial concerns, values, aspirations, and reality. Whether your goals involve lifestyle enjoyment and protection, financial comfort, planning for significant life events, or building a legacy for loved ones, our aim is to comprehensively understand your financial purpose.

Through several meetings and working in conjunction with professional partners, we take our time to build a complete picture of your financial situation. Only when we can see the world through your eyes, can we design a tailored financial strategy that aligns with your unique position. We present our ideas, model outcomes, explain risks, and consider alternatives, all with the aim of helping turn your aspirations into reality.

Please note that the information provided on this website is for general purposes only and does not constitute personal financial advice. We strongly recommend consulting a financial adviser before making any investment decisions. The contents of this website do not take into account the investment objectives, financial situation, or particular needs of any individual and should not be used as the basis for making financial decisions.

Furthermore, the information provided on this website is selective and may not be complete or accurate for your specific purposes. It should not be construed as a recommendation to invest in any particular product, investment, or security. We advise obtaining a copy of the Product Disclosure Statement (PDS) and Terms and Conditions (TMD) relating to any product and considering it before making any decisions.

At Andresen McCarthy Private Wealth, we are dedicated to providing you with the necessary information and guidance to help you make informed financial decisions. Contact us today to begin your journey towards financial success.