“Trust is the guts of what it’s really all about. If you only have half of the picture, you’re going to stuff it up. You have to know your client.”
When a client comes to David Dobbrick with a problem, he determines to fix it. With nearly 40 years of experience in the Financial Planning industry, he certainly has the tools to do so. His working ethos comes down to communication and problem-solving. He believes in the basics; hard-work, determination, and doing the right thing by his clients to achieve their goals.
In 1979, with a growing family in tow he decided to pursue his own business and founded Dobbrick Financial Services alongside his brother, Ross. Nearly forty years later, their vision has flourished, with family members as Principal Partners and an established and dedicated team of financial planners.
David primarily describes his work as client-oriented, and makes a point of valuing the individuality of claims and financial planning services. He maintains a holistic approach to his business, avoiding a framework method and favouring adaptive methods to individual cases.
His extensive qualifications in Financial Planning and Life Insurance provide him with the skills and experience to create wealth and peace of mind for these clients, an outcome that brings him great satisfaction.
On handling the finances of a terminally ill client on disability pension, David stressed the importance of involving the client while he is physically and mentally able to participate in the decision making process.
“Financial planning is about managing expectations and enabling people to be in control of their assets and their family’s financial safety, especially when the worst happens. This is what is important.”