Work With David Michael Mares

Retirement Strategies That Work

Create a clear, reliable plan for turning your wealth into income you can depend on. David helps you structure your retirement in a way that reduces unnecessary tax, protects what you’ve built, and gives you confidence in what lies ahead.

Keep More of What You Earn

Many high earners are quietly losing money to taxes without realising it. David helps uncover where that’s happening and implements strategies designed to legally reduce your tax burden and improve your long-term financial position.

Align Your Wealth With Your Life

Your financial strategy should support the life you actually want to live. David works closely with you to build a plan that reflects your goals, values, and future — not just numbers on a page.

Financial Strategies Designed Around You

Roth Conversion Strategy

Reduce future tax and create more control over your retirement income.

David works with high-income earners and pre-retirees to implement Roth conversion strategies designed to minimise long-term tax exposure and create more predictable, tax-efficient income in retirement.

This approach is ideal for individuals who want to take control of how and when they pay tax, rather than leaving it to chance later in life.

Includes:

  • Personalised Roth conversion strategy
  • Tax exposure analysis and planning
  • Retirement income structuring
  • Long-term tax efficiency planning
  • Ongoing guidance as your situation evolves

Dual Purposing the Dollar

Make your money work harder by serving more than one purpose at the same time.

This strategy is designed for high earners and business owners who want to improve how their money is structured — creating both immediate and long-term financial benefits without unnecessary inefficiencies.

David helps clients reposition capital in a way that supports tax efficiency, cash flow, and long-term wealth building all at once.

Includes:

  • Capital efficiency strategy and planning
  • Tax optimisation for business owners and individuals
  • Cash flow and wealth alignment
  • Integration with broader financial strategy
  • Collaboration with CPAs and financial specialists where needed

Ready to Take Control of Your Financial Future?

If you’ve worked hard to build your wealth, the next step is making sure it’s structured in a way that truly supports your future.

David works with high-income earners, business owners, and pre-retirees who want clarity, confidence, and a strategy that actually makes sense for their life.

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