Meet David from Finpro Group

David Sargent
As the Managing Director of Finpro Group, you can depend our group to deliver realistic wealth protection and wealth building solutions that will make a difference to your life and cement 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 services business operating from Hamilton, New Farm and Toowong. We provide both holistic and specific financial strategies to 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 solution 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 your plan. Within the strategy, we will provide sound, quantifiable 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.