About AUS Financial Advisers

AUS Financial Advisers

At AUS Financial Advisers, we have a dedicated belief to assist our clients during a life change, a financial event or need that requires a solution.

Our commitment is to be there when you need us the most. With professional financial planning, we can help protect and grow your wealth, ensuring a more prosperous future for you and your family.

Tailored Financial
Solutions

Successful wealth strategies require focus and commitment.

At AUS Financial Advisers, we partner with our clients to deliver successful, tailored risk and retirement solutions over the long-term.

We specialise in

David MacManus(Grad Dip Fin Plan CFP® FChFP Dip. F.P.)

Authorised Representative* | Senior Financial Adviser | Aged Care Specialist | Director

David commenced his career in financial planning first licenced in March 2004 (FSR) and has passed the (semi) recent FASEA and GradDip FinPlan education requirements.

David maintains strong working relationships, based on communication and trust, with his clients, referral partners and industry contacts. David’s and AUS Financial Advisers vision is to achieve financial security, by following a disciplined investment processes and never losing sight of the objectives set out by the client.

David is a Certified Financial Planner ® Professional, the highest designation issued by the Financial Planning Association. David’s career commenced in 2003 with a boutique accounting firm and learnt the ropes so to speak with the tutorage of 3 senior advisers which built a stepping stone for the experience and knowledge on display for clients 20 years later.

David main focus is retail clients in the pre and post retirement planning stage with the clients main needs regarding superannuation, pensions and Social Security). Our average client balance is between $500K and $5M (outside their primary residence) of assets to invest (excluding reserve cash \ term deposits etc).

Aged Care

David also specialises in the complex aged care field, assisting families’ with the often delicate task of transitioning parents into aged care facilities.

David can assist with clarifying your situation and helping make the difficult decisions, often around whether to retain or sell the family home.

It is important to note that David only meets the Powers of Attorney and not the resident’s entering care due to the complexity of the issues discussed.

Meeting the needs, goals and objectives of each client are David’s primary consideration and David’s long term relationships with clients are evidence of this.

*David Mac Manus and DMFS Financial Advisers Pty Ltd are Authorised Representatives of AUS Financial Advisers (AFSL 534501).

Financial Services Guide (FSG)

Then, we have the superstar.

Hi, I’m Rosie Bouton,

I am the Director and Principal Financial Adviser at We Plan Financial Advisers. As an Aged Care Specialist, I have helped many clients and their families navigate the complexities of ageing, ensuring they are prepared for both current and future care needs. At We Plan Financial Advisers, we help seniors plan for retirement and beyond.

Simply Helping Seniors

We Plan Financial Advisers are specialists in financial planning and aged care. When planning for your retirement and future care needs with us, we are with you throughout the entire process. We will explore all the options available to you so you don’t miss out on any entitlements. We help you to avoid costly mistakes that unfortunately occur with planning for current and future care needs, so you can make an educated and informed decision. We can ensure that the entire family is on board, avoiding unnecessary conflicts.

Remove the worry out of retirement

Will I have enough money? How will I afford the care I need? Do I have to sell my home? How will my pension be affected? These are all questions I can help you answer.