UNDERSTANDING YOU IS OUR STRENGTH
We work alongside you to find the right solution
We are Michael Snape and Dave Rae. With a focus on understanding your lifestyle aspirations and an in depth knowledge of the industry, we are financial advisors who have your best interests at heart.
02/ABOUT
HOW WE
WORK
We want you to have an open mind about what a financial advice relationship should be. We ask that you arrive with a willingness to reveal your personal values. Because understanding your lifestyle dreams, aspirations and plans for the future are critical to putting a plan in place. It doesn’t matter how you define your financial journey, we will guide you to the position in which you are always prepared for any financial bumps in the road.
OUR
APPROACH
Guidance in making the right financial decisions is not just about technical strategies. Financial behaviour has a significant effect on financial outcomes. When it comes to money, there are times that emotion can override sound strategy. Both Michael and Dave are committed to understanding these emotions, and managing your expectations is a key part of the Federation Financial approach.
Michael and Dave will get to know you and apply this knowledge to a strategy that works for you now and for the long term. Committed to your financial wellbeing, their aim is to provide expertise and experience, so you are informed enough to make the right decisions.
On an ongoing basis, they will continue to guide you through changes to the law, taxation and superannuation, so you can rest assured that your investments will continue to suit your situation.
Michael and Dave are both based in Canberra and understand its particular culture and community. They work with a small team from offices in Ainslie, close the CBD.
MICHAEL
SNAPE
Michael has spent his career providing neutral advice as a result of his constant study, reasearch and measurement. He believes that there is no single approach to financial planning, preferring to take all factors into consideration and listening to his clients to build trust and invest in the right way. Michael is sensitive to the health of the family unit when it comes to planning for financial improvement, wellbeing and a good life balance.
A POSITIVE
INVESTOR
Most of Michael’s clients comes via referrals from exisitng clients who have really benefitted from the personal service he provides.
DAVE
RAE
Dave has been an adviser for 19 years and specialises in working with professionals and small business owners who are highly motivated to achieve their own definition of success. He guides his clients to achieve what is important to them and to live the life of their dreams.
Sustainable and responsible investing is a particular passion for Dave. He enjoys working with investors who seek to use their capital to avoid harm, benefit society and contribute to solutions while generating returns. Dave believes investing can be used as a force for good to create change and address some of the biggest problems the world faces.
Out of the office, you are most likely to find Dave spending time with his family or mountain biking on Australia’s best trails in Canberra. His ideal holiday is with the family at the snow (Australia or overseas – doesn’t matter!).
ETHICAL
ADVICE
Dave has many years of experience with investing your money ethically and sustainably. An expert in ensuring capital is aligned with a healthy society and environment, he is a member of several advisory groups which help Australians make financial decisions that are aligned with their ethical values.