Matt and Sue
“When we walk into the office, we never feel like a number or just another client. They have a real personal touch and we know we can contact David and the team whenever we need them.”
Rick and Julia
“David is very good at explaining why we should go down one path rather than another,” Julia said. “He makes sure we understand the amount of risk we’re taking on, and I always come out of our meetings feeling confident.”
Steve and Sara
“David’s a really good listener – he can remember from one year to the next what we’re up to and where things are at. We really look forward to our meetings with him.”
Greg
“Without the help of David and his team, I know I wouldn’t be in such a good position. It’s been their advice and guidance over the last two decades that have gotten me to where I am today.”
Tina
“Over the years David has taken the time to really get to know us – he understands that our priority is not to make as much money as we can, but to have a comfortable lifestyle that’s true to our values.”
Tony
“I’ve always been interested in investment strategies and I knew I needed a financial planner. But I also wanted someone who I knew I could trust – and when I met David I trusted him immediately.”
Naras and Carrol
“Working with David is now like dealing with an old friend. He and his team have been there every step of the way. We know we’re in good hands because he has our best interests at heart.”
Ian and Jude
“David’s very personable – he’s interested in how you are going, and he remembers significant events. We only see each other a few times a year, but he’s always very up to date with where we’re at and how things are going.”
Chris and Andie
‘When Chris first met David in 2002, he was in his mid-20s and looking to build his wealth as quickly as possible. At the time, Chris was keen to get into geared investing and had been dabbling with some self-directed investment tools.’