About David Hole
I’ve lived through financial uncertainty and discovered how to build confidence with money – now I help others do the same
Where my Journey Started
Throughout my career I have helped hundreds of clients gain clarity and confidence around their finances.
People who were spending less than they could afford, or too much, risking financial hardship later in life.
I believe in the power of financial freedom. Its life changing but easy to achieve through my process.
Gaining an understanding of where you are currently, right here right now – good, bad or ugly – can help you put in place a plan to achieve some goals.
My Process
When I'm on your team, it's simple and easy to achieve.
I'll help you figure out what is important in your life.
Once you have created a set of values and some goals, my process will help ensure your finances are aligned, so you can start living the life you want and can afford.
Here's the process.
A
Establish where you are ARE
B
Figure out where you want to BE
C
Identify the CHANGES you need to make...
D
...in order to achieve your DREAMS
Why I Coach
I’d actually been doing this for years, helping others, but in a "selling expensive financial products" world.
There’s a better way, one that exists in the modern world whereby with a little help you can invest directly with reputable companies and avoid the high charges applied by Financial Advisers.
I use my 35+ years experience to help clients make the right, sensible decisions around money. I've learnt a lot over the years, I’ve experienced a lot of changes and volatility in the financial world and now I’m passing it all on to my clients' benefit.
Simply put, I’ve been there, I understand what matters and what doesn’t and I guide in a way that clients can relate to.
I've been trusted to give guidance to people from all walks of life
David helped me plan my retirement after selling my business, giving me confidence to spend my money on me and my family.
Simon W
Google Review
Speaking to David has given me peace of mind, focus and purpose.
Warren Munson
Entrepreneur
Took away a lot of my worries and gave me a practical way forward and clear view of my financial future.
Kate Goodwin
Google Review
Take control today
Don’t face financial stress or uncertainty alone.
Whether you need clarity, confidence, or a complete plan, I’m here to help you take the first step towards peace of mind and financial freedom.
