David Braithwaite

MANAGING DIRECTOR & PRINCIPAL FINANCIAL ADVISER

Most people I speak to feel guilty that they’re not taking more interest in their personal finance, invariably because they either don’t have the time, or it seems a jargon-packed confusing mess and cost. My passion is to make financial advice understandable, to explain complex matters in ways that make sense and are relevant. I believe in empowering people through knowledge and giving everyone the service and the skills to be able to approach their finances with confidence.

This is why I’m often in the media: I love to demystify money.  I guest regularly on live national TV and radio and I write for national magazines and newspapers like The Independent and The Daily Telegraph. I’ve spoken at many conferences both here and overseas including Australia, USA, Canada and Ireland.

But this doesn’t mean I don’t have time for my clients! I’ve more than 25 years’ experience in financial planning, from a background in financial services within a stockbroking and banking environment and I bring all this expertise to serve my clients. I am qualified to diploma level, and hold the qualification in advanced pension planning. I have other business interests under the Citrus brand which include healthcare, conveyancing and accountancy.

I love what I do.