The Road to Financial Freedom with David Harvie at City Business Swap

David Harvie

Your Road to Financial Freedom

After the seminar you will have answers to the following questions:

• Do you have a strategic plan to protect and enhance your lifestyle?

• Are you clear about your financial future?

• Are you dealing with financial demands to provide for education, a home, lifestyle?

• Are you moving toward financial freedom?

David has been involved in financial services for 15 years. In this time, he has developed deep knowledge of a broad range of investment methodologies for clients of all kinds – from institutions to private investors.

David’s true passion, however, is making a real difference in the lives of his clients. He has developed a particular set of skills around assisting High Net Worth Individuals and Families to create and protect their wealth.

His client focus is on providing the cornerstone of deep strategic thinking that is required to fulfil people’s hopes, goals and dreams. He accomplishes this by building a vision that inspires and motivates his clients and provides the appropriate balance of opportunity and protection.

David is a self-confessed “sports nut” and is a people person with a strong sense of community. He has held a number of prominent positions at a District level within Rotary, is a Past President of the Rotary Club of Crows Nest, and holds a position on the New Membership Committee of the American Chamber of Commerce.