David McSweeney Financial

WHAT SETS US APART?

COMPREHENSIVE SERVICES

We always look at the bigger picture, to help you achieve your goals, no matter how big or small. Our expertise encompasses everything from tax returns and strategy to superannuation, retirement planning, investments, financing, wealth creation and more.

SERVICES

A PERSONAL APPROACH

We pride ourselves on our relationships, and many of our clients have been with us long-term, across generations. Gaining a deep understanding of your needs is key to helping you achieve your financial, professional and lifestyle goals.

FAMILY OWNED

More than 40 years of service. Generations of care. As a family-owned practice we understand the importance of creating achievable goals that will set you up for the future so you can live your best life and build a legacy.

ABOUT US

Discover the Difference

Want to see what we’re about? Book an obligation-free consultation to get a clearer understanding of how we can help you.

A NAME YOU CAN TRUST

For three generations we have been helping people achieve their financial aspirations and to feel confident about their future. The majority of our business comes from referrals via satisfied clients, many of whom have been with us for decades through life’s ups and downs.

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