Dave Rae - The Investment Series

Financial Advice

Dave Rae

David Rae is a director, owner, and Certified Financial Planner at DPR Accountants and Advisers. He is a self-managed superannuation fund specialist adviser and works with clients to explore their goals and help them to build financial roadmaps to reach these. David co-founded DPR Accountants and Advisers in 2014 and has over 15 years’ experience in the financial services industry. He features on No More Practice’s The Investment Series 3 – The Philosophy Series where he provides financial advice to his client and helps him to understand his financial decision-making preferences. To find out more about David and his business click here.

DPR Accountants and Advisers

DPR Accountants and Advisers provides proactive and personal financial, taxation, accounting and commercial advice for high performing businesses and their owners. The group was established in 2014 and offers clients timely advices to help them reach their personal financial and lifestyle goals. DPR Accountants and Advisers offers a range of services including financial planning, tax consulting, business advisory and valuation and superannuation.

Lessons from this expert

Lesson types: Think like an investor

The looming problem with family wealth transfer

Dave Rae

Think that an inheritance will solve all your financial worries? Don't assume it, and make sure it's structured correctly, writes Dave Rae.

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Lesson types: Think like an investor

When it comes to your money, no news is good news

Dave Rae

When markets are calm, we know what we should do. But when markets drop we start to worry, become fearful and panic. This can lead us to sell at just the wrong time. Market falls and corrections are a normal part of the cycle. A market crash is coming. You can be sure of that. It’s just that no one knows when. What important is having a strategy to deal with it whenever it happens.

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Lesson types: Think like an investor

Forget budgeting; make a game out of your money

Dave Rae

Regardless of how much you make it’s important to keep track of what you spend. Financial planner Dave Rae shares his tips for gamifying your spending habits to keep track of where your hard earned cash is going without using a boring budget.

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Lesson types: Think like an investor

Are you retirement ready?

Dave Rae

The decision to retire, either through the sale of a business or stepping down from a career, brings about a new set of challenges – are you ready for them? Financial planner, Dave Rae, sets out the key issues you need to think about before retirement to ensure you’ll be able to afford, and enjoy, yours.

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