David Mihelic

I enjoy meeting my clients having a coffee and listening to their financial worries and concerns digging down to the root cause, and then, finding a solution which deals with the immediate issue but also offers security and confidence leaving my clients feeling that they have made a start in the preparation for their financial future. “Planning is bringing the future into the present so that you can do something about it now.” Alan lakein I have enjoyed executive positions throughout my career in diverse fields, product management, product marketing, technical sales, CFO International Rescue Unit. My personal and professional experiences have taught me the following about myself: I can successfully: Listen, Question, put my client at the centre of all that I do. I educate, refine and drive myself to be a better person I am constantly learning I stay calm when faced with adversity Some people call me insightful. Some call me funny and engaging. My kids just roll their eyes and call me Dad. What about you? Let me ask you a stupid question... Have you made a plan laying out plan for your future and the income you need to support it? If so, I can help you. I am specialized in helping you to formulate a savings and investment strategy to point you in the right direction. This is how it works: 1. You will give me an outline of the key objectives and targets you would like to achieve for your perfect retirement 2. I will do an appraisal of your current financial position and lay out a plan 3. I will help you take the first steps to achieve your aspirations 4. I will continue to support you by having meetings every 3 months to hold your hand through the ups and downs of your plan. Do you want me to help you with this? Connect with me here on LinkedIn. P.S. More and more UK expatriates are now reaching out to me when they need help to understand their options and opportunities.