We all dream of the day we can retire from work and enjoy the fruits of our labour; whether that’s pottering about in the garden, travelling the world, or more time to catch up with friends and family. Implementing a smart wealth creation strategy now will help you build your wealth to reach your financial and lifestyle goals sooner.
David Grenci has over 21 years’ experience helping his clients in financial services by providing specialised & personalised financial planning advice on a holistic basis for high net wealth individuals and their families.
David is driven and passionate about helping clients build and protect their wealth. His focus is on building long-term relationships with clients to help them through the various stages of their life, from wealth accumulation through to retirement and beyond – so they can handover with confidence to the next generation.
David has always loved sports but after watching the F1s in Adelaide for the first time in the mid-80’s, he knew he had found his true sporting passion. He’s also a self-proclaimed coffee connoisseur and on weekends loves firing up his wood oven to create the perfect pizza. Spending quality time with family and catching up with close friends are also important to David.
- Graduate Diploma of Financial Planning
- Professional Year / CA Program
- Bachelor of Commerce (B.Comm), Accountancy
- Certificate IV in Finance & Mortgage Broking
- FINSIA Fellow
- Institute of Chartered Accountants
Areas of expertise
Insurance advice for individuals and business owners
Retirement Planning and Pensions
Self Managed Superannuation Funds (SMSF)
Tax Effective Wealth Strategies
Strategic Financial Advice
- 21 years providing strategic financial advice and accounting practices
- 6 years building and managing his privately owned financial planning practice