David Crozier - Your Personal Cfo

Strategy Team at True Wealth Group

David Crozier is a seasoned financial professional with extensive experience in financial planning and investment strategy. As the Founder and Senior Financial Planner at Navigator Financial Planning since February 2004, David has dedicated efforts to assist wealthy clients in achieving long-term financial objectives through innovative approaches like lifetime cashflow modelling and Nobel-prize winning investment principles. David has held various significant roles, including Director of Financial Planning at True Wealth Group and Director at Destination Financial Planning, where the focus is on empowering young professionals in financial management. Additionally, David is an Associate at the Evidence Based Investment Group, contributing to the analysis of investment strategies based on the latest academic research. With a background that includes certifications and a degree in CFP from the Institute of Financial Planning, David brings a wealth of knowledge and expertise to the field.

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