D. Walter & Associates

We are a one stop shop for retirement planning and post-retirement income and asset advice. We offer a comprehensive ongoing service program to ensure that you can focus on achieving what you want in life while letting us worry about the finances.

Advice Areas


We can help you maximise your retirement savings by advising on contribution, rollover, consolidation and asset allocation – including Self-Managed Super Fund investment strategies. We will also work with you to develop income streams targeted to achieving your goals. We can assist with maximising Age Pension entitlements or gaining access to the Commonwealth Seniors Card.

Aged Care

When a loved one enters aged care, often emotions are running high. We remove your financial stress by liaising with the care provider and implementing an investment strategy to ensure that your loved one’s ongoing income needs are met. Outsourcing these onerous tasks to us allows you to concentrate on your own life and the comfort of the family member entering care.


Create wealth with access to investment options tailored to meet your investment objectives. Whether you are seeking tax effective income, capital growth or other tax effective strategies, we can help with advice on lump sums and with regular savings plans to invest surplus cash flow for your future.


All the best laid plans stand for nought in the event of a serious illness or death. To ensure that your family can maintain their lifestyle, we can recommend a full range of insurance cover to provide funds when you and your family need them most.

Hear from our clients

David is an experienced financial planner who is highly available and responsive. He’s approachable and always happy to discuss any current or upcoming needs I might have. The advice he provides is calm, considered and a reflection of the clear experience he has in the industry.

Kye (under 35 years, Melbourne)

“David has been my adviser for the best part of a decade now and apart from being a great bloke, he’s good at what he does. I don’t want to know about the nitty gritty details and rules, etc. I just want someone I can trust to take care of our finances. He speaks English – not financial gobble-de-gook and even has a sense of humour! Can’t recommend him highly enough.”

Peter (56-65 years, Alexandra)

It has been fantastic working with David for the past two years. David has helped us with our superannuation management, cashflow management, TPD and income protection covers, as well as with our investment strategies. My wife and I truly appreciate David’s wealth of knowledge, strategies and information that he provide us with time to time in strengthening the foundation of our future. Thank you David.

Aakash (under 35 years, Ivanhoe)

David is the ultimate financial planning professional, who is genuine in his intent to build quality, long term and beneficial relationship with his clients. David is a leader within the industry, who is always accessible and dependable. David provides first class service and care. My partner and I have no doubt we will achieve ALL our financial goals, together with David given his knowledge, experience and detailed approach.

Ivan (35-45 years, Highett)

Read David’s reviews at ‘Advisor Ratings’ here.

Contact Us

0411 466 853


PO Box 5106, Alphington, VIC 3078