Meet David from Finpro Group

David Sargent

As the owner and head financial advisor at Finpro Group, you can depend on me to deliver realistic wealth protection and wealth building solutions that will make a difference to your life and solidify your financial future.

After completing my secondary and university education in Perth, I spent 20 years working in strategic and management roles for various specialist private investment companies in both New Zealand and Australia before settling in Brisbane and forming Finpro Group.

I have established Finpro Group as a boutique financial advisory that operates in Toowong and Hamilton. We provide holistic and specific financial education, strategies and tax advice to private clients from Melbourne right through to far north Queensland.

My extensive and varied history in the industry has put me in the best position possible to provide you with the financial advice you need.

Give me a call on 1300 943 454 or send me a message online.

ENQUIRE NOW

How We Work

We provide the first two meetings for FREE, in the comfort of your home at a time convenient to you.

Step one – DISCOVERY

The first meeting is a discovery session. We ask 4 questions: Where are you now? Where do you want to be? What time-frame do you want to work with? What issues are you facing?

Step two – STRATEGY

The second meeting is where we’ll present you with a strategy. Within the strategy, we will make some recommendations, show you what we would like to implement and explain how it will benefit you.

Step three – IMPLEMENTATION

After the second meeting, you’ll know if we’re the right fit for you. This is when we provide you with a blueprint of your strategy and begin implementation.