“David is very easy to deal with, he tells it as it is, and he is honest, so you know he has your best interest at heart. He explains complex things in an easy to understand way, and I have no problem recommending him to friends and colleagues”

Scott H

“We were referred on to David by a friend of ours, we had recently been married, and with a child on the way we thought it was time that we both got our affairs in order. He consolidated our financial affairs, set us up with the appropriate insurance cover, educated us on the basics of estate planning and investing, and even helped us set up a savings plan for the children’s education. He kept us informed the whole way through the process, which made it a very enjoyable experience for us both”

Brock & Jane C

“When I met David, I had 6 super funds, none of them really going anywhere but backwards with fees. He consolidated them into 1 for me, explained how money was invested and about investment timeframe, which I didn’t really know anything about before speaking with him. Since that time I have developed an interest in investing, and now contribute regularly into an investment account, something I would have never considered before meeting with him. I already have, and will continue to refer friends and family to him.”

Ryan B

These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

For more information about us, including areas we specialise in, please download our Financial Service and Credit Guide/ Financial Service Guide

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