Dave Rosenstein

Background

About Dave Rosenstein

BRIEFLY In my role as financial adviser, I develop, strategize and implement customised financial, wealth management and insurance services that will grow and protect the wealth of both individual and business clients. WHO I SERVE? My aim is to deliver a comprehensive range of insurance and financial services to clients. Our wide range of services allows us to deliver optimal results to businesses as well as retirees, sole proprietors and high net-worth individuals – all with the same level of cutting-edge expertise and exceptional client service. WHAT I DO Business financial planning services: • Financial planning for businesses, including insurance for individuals, contingent liability insurance, buy and sell agreements. • Business succession planning. • Commercial short-term insurances Individual financial planning services: • Estate planning and Trust services. • Estate administration, drafting/reviewing legal documents. • Advisory services for investments, estate planning, healthcare, insurance, and stockbroking. HOW I DO IT DIFFERENTLY I bring the right knowledge, expertise and guidance to the table to identify and assist you or your business in achieving your specific financial and investment goals. By partnering me you’ll ensure long-term commitment to your financial objectives as well as continuity to safeguard your financial plan. CONNECT WITH ME IF YOU NEED A FINANCIAL ADVISER WHO: • Prioritises client interests. • Adheres to the highest standards of professional competence. • Can be relied upon to hold all your private and business information securely, as privileged and confidential.