Home - Your Right Hand Man

WHO IS YOUR RIGHT HAND MAN?

My name is David Lee and I, as Your Right Hand Man, can offer personally tailored advocacy services in many areas. If you have a task or a process that you think may overwhelm you, or you are time poor to deal with, or it’s time to implement/review a better personal/business financial goal and strategy for yourself or your family, I can listen and we can find a solution or create a plan that suits you.

I follow some fundamental steps to best understand how I can help you achieve this and will provide you with an engagement proposal to work with us. Your Right Hand Man advocacy consultations are no cost, no obligation. As a client of YRHM, we prefer to continue to work with you in an ongoing advocacy relationship, so that we can keep you on track to achieving your goals.

Who are YOUR RIGHT HAND MAN clients?

People looking to be part of the property/share market, or to ensure they are financially effective if already in them.
People looking to reduce tax and generate positive cash flow.
People looking to sell their own home, a deceased estate or an investment property (YRHM can also help with makeovers/staging).
People with a task or process they prefer not to manage.
Sole Traders looking to progress and expand to become a Company with the assistance of industry professionals (such as Bookkeeper, Accountant, Lawyer, HR experts etc.).

YRHM SERVICES

Residential Loans

Review/refinance residential loans at least every 2 years. Why? To optimise the benefits to you. A health check on your mortgage.

Investment Loans for Property

Build wealth through informed residential investments. Jonathan Fordham of Capital Edge Australia and I can meet with you at any time.

Investment Loans for Shares

I would be very pleased to introduce you to one or more of my Financial Advisors and experts in Wealth Management. We consider all aspects of your Financial Situation.

Vendor Advocacy

Selling a residential or investment property? A vendor advocate is the third party that sits between you, the property seller, and the real estate agent. YRHM will help you to understand the process and represent you during the process.

Legal Advice/Representation

Is there a legal process you need advice or representation for? YRHM can introduce you to a lawyer for family law, criminal law, and complex VCAT advice (I can represent you for VCAT hearings).