David Bartels

David grew up as one of five children with his father Paul working as a country GP in Cunnamulla in rural Queensland.

David witnessed firsthand the long hours Paul worked to provide for the family, the sacrifices he made for the health of the community and the onerous studies and training required.

He also witnessed firsthand the stress on the family from finances and the impact on choices that financial decisions can have.

After following in the footsteps of his family’s medical background, he commenced his working life as a pharmacist in community and hospital pharmacies in Queensland, the UK and Ireland.

However, although he enjoyed helping people with their health as a pharmacist, David realised his true vocation is advising and supporting Doctors make the right choices for themselves and their families.

Real financial advice is about helping you live your best life and doing the things you really want to do with the people most important to you.

Our greatest satisfaction comes from improving clients’ lives, by enabling clients and their families, greater lifestyle, family and work choices, assisting them to create and protect their wealth, as well as saving them time, money and stress.

Achieving this requires looking at the big picture of your life with the focus on you, your family, what’s most important to you and what you want to achieve. A personalised strategy is then tailored for you to support this. That empowers you with the confidence and freedom to spend your valuable time living the way you want to live. That’s real wealth!

Outside of assisting Doctors and their families, David enjoys catching up with family and friends, travelling with his wife Amy, is a forever-hopeful Australian rugby supporter and a self-confessed finance and wine nerd.

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