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David Reed Financial Services
David Reed Financial Services
L1/18 President Avenue
Caringbah 2229
Tel: (02)95250777
Fax: (02) 95317406
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We are a boutique financial planning company with the aim of providingclients with the advice, experience and strategiesto make money, minimise tax and protect wealth. <br><br>For superannuation and investment portfolios, we provide an academic researched philosophy that is tilted towards capturing market returns in a tax efficient, widely diversified and low cost manner. Our portfolios utilise customised types of index funds to target specific asset classes suited to each investors objectives of risk and returns. <br><br>Clients seeking to reduce tax through legal strategies are offered a variety of unique methods that are tailored to suit your circumstances. <br><br>We also review your current risks within the your asset portfolio. Where necessary, we will advise you upon minimising risks for your overall long term wealth.
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