Andresen McCarthy Private Wealth is a boutique financial advisory firm located in Eltham, Australia. Established in 2020, the firm is licensed through Lifespan Financial Planning Pty Ltd and boasts a team of diverse professionals, ranging from graduates to seasoned financial experts. Director and financial adviser David Foord brings over 20 years of experience in the industry, having worked with major banks and a mid-tier chartered accounting firm. The firm’s core philosophy revolves around creating lasting partnerships with clients by understanding their unique financial concerns, values, aspirations, and realities.
At Andresen McCarthy Private Wealth, the Discovery Process is a structured and collaborative approach that aims to gain a comprehensive understanding of each client’s financial purpose. Whether clients seek to protect their lifestyle, achieve financial comfort, plan for significant life events, or build a legacy for loved ones, the firm is dedicated to tailoring financial strategies to each individual’s unique position. By working closely with clients and their trusted professional partners, the team at Andresen McCarthy Private Wealth strives to turn aspirations into reality through careful planning, risk assessment, and consideration of alternatives.
With a focus on long-term relationships and personalized financial solutions, Andresen McCarthy Private Wealth stands out as a dedicated partner in helping clients achieve their life goals. By offering real expertise and experience, the firm aims to guide clients through a journey of financial discovery and planning, ensuring that every aspect of their financial well-being is carefully considered and addressed. Through a meticulous process of understanding, designing, and implementing tailored financial strategies, Andresen McCarthy Private Wealth is committed to helping clients navigate the complexities of wealth management and turn their financial aspirations into tangible outcomes.