"I find David to be honest and trustworthy. He instils confidence and is very easy to work with. He takes time to explain the process patiently and with clarity, easily mixing a personal approach with a professional attitude”
Ray & Antoinette
“I have always found David to be very helpful. As a wheelchair bound client it is much appreciated that David comes to me for our regular meetings.”
“David has been our financial planner since 2014. Having had 27 years in the finance industry I have a reasonable understanding of superannuation and financial markets, however David’s particular expertise, professionalism and highly personalised service in managing our superannuation affairs has provided my wife and I with a feeling of safety and peace of mind in retirement well above our expectations.
David’s approach has always been one of availability, customised advice and importantly, to place our interests first and foremost, and we have no hesitation in recommending David to prospective clients seeking wealth management advice.”
Phil and Melinda