Planning for you financial future is critical to your success – It’s often said “If we fail to plan, we plan to fail”

In this short video, Dave Rae presents a framework that takes into account the key issues that you must consider when planning your financial future. As you plan ahead you need to make sure you can do the things you want, when you want.

Dave draws upon the analogy of a road map and highlights:

“There are many ways to get from A to B, but understanding which way suits you best is the most important”


You can see more of Dave Rae at

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General Advice Warning

The Information on this page has not taken into account your financial situation, needs or objectives. Before acting upon any advice, you should consider whether it is appropriate for you.

Dave Rae is a Financial Planner and Director – Beames & Associates Accounting and Financial Services Pty Ltd (ABN 56 129 943 031) is a corporate authorised representative of Count Financial Ltd (ABN 19 001 974 625) AFS Licensee 227232.

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