Wealth of Advice | Sydney

Assurance | Diligence | Versatility | Integrity | Confidentiality | Excellence

How We Can Help Build Your Security, Freedom And Legacy

We treat every client's situation uniquely, with an open mind and understanding to deliver the best possible outcome.

How my story may help you live the life of your dreams

Here’s What You Can Expect From Our A.D.V.I.C.E.

Assurance

Assurance

During COVID-19, we noticed people were searching for affirmation rather than information. That’s why our Advice starts with bringing hope, belief and confidence to our clients.

Diligence

Diligence

Everything we do is done with purpose as if we are doing the work for ourselves. We work hard to give our full attention, intelligence and time to each and every one of our clients.

versatility

Versatility

Markets change, regulations are updated and your circumstances evolve. Our job is to stay up to date with all changes so that we can deliver the best possible advice to our clients.

integrity

Integrity

Integrity is our most valuable virtue. We build our relationships with honesty to help you make well-informed decisions. We aim to support you in both the challenging times and the good times.

confidentiality

Confidentiality

We are privileged to work closely with our clients. This means they share their circumstances with us without reserve. Integrity and Confidentiality allow us to be our client’s most trusted advisors.

excellence

Excellence

In summary, we can Assure our clients that our Advice is offered with Diligence and Versatility, crafted with Integrity plus Confidentiality, delivered with ever-growing expertise and Excellence.

What Our Happy Clients Say

  • 5
    "David helped me to make some difficult but important financial decisions. He works with integrity and compassion. His confidence and knowledge of financial matters is excellent. He has a kind and supportive approach was I would recommend him to anyone needing any financial advice."
    Elisa
  • 5
    "David is very knowledgeable and patient in his field. He spent the necessary amount of time with me to find out about my business and my role within it. He then recommended the appropriate products and in a professional manner. It is so good to be able to experience such a high level of care and service. Keep up the great work David and team."
    Alex
  • 5
    "David helped my husband to arrange the required insurance cover. When it was my turn to get adequate insurance cover, I was 100% sure David would be the best option. David was very supportive, direct and helpful the whole way through the process. We have had a great experience from the first session through to the actual insurance coverage. David also helped to coordinate the insurance cover payment via Super by talking to my Super provider. Thanks again for all your help and excellent guidance. keep up the good work!"
    Ketaki
  • 5
    "David is an excellent financial advisor I have known. Right from the initial session for arranging the insurance cover, he has been helpful to resolve any queries. He is expert in managing all the steps of the way and proactively helps to complete the dependencies in advance. He has in-depth knowledge about the insurance products and advised the best possible options for required insurance coverage while saving on the premium amount. I am glad that I came across David! Highly recommended to anyone who wants to plan their financial security via insurance!"
    Jinendra
  • 5
    "I found David to be personable, diligent & professional is assisting my wife and I rethink our superannuation strategy and income protection. His expertise and approach gave us the confidence that he had our best interests in hand in giving us the advice we needed at the stage in our lives we need it."
    Charlie
  • 5
    "David provided a clear explanation of the various types of income protection / life insurance options available to me when I asked him to review my policies after a long time of rolling over cover within my super. David spent time with me going through the differences, why he recommends what he was recommending and also understanding my financial situation so that he really provided advice that suits my needs. We reviewed my income protection, TPD cover and Life Insurance. I would definitely recommend him to any one who wants an adviser that breaks it down and makes it easy to understand, being an insurance broker I know that the lingo can be overwhelming and there's so many complexities to it which is why you need someone who is an expert in this field to look after you so you can sleep easy knowing someone has made sure you are getting what you want."
    Austin
  • 5
    "David has given my husband and I advice in managing our risk insurance for both personal and our small businesses. David always shows care and compassion and explains things in a very clear, easy to understand way. We feel very confident that we have the best insurance both in and out of our super thanks to David's thorough knowledge and experience."
    Rose
  • 5
    "Before I met David, I didn't have the right personal risk insurance to protect me or my family. David has given me the right advice in this area and always takes the time to explain things to me in a clear way. David has given me the confidence and peace of mind that I have the right cover in place. "
    Robert
  • 5
    "David was able to answer and help me extremely well with regard to my super fund and insurances. David was very passionate about his job and that was shown with how detailed he was in helping me get set up. I highly recommend David to friends and family."
    Martin
  • 5
    "It has been a pleasure working with David, he has saved me an exceptional amount of money and provided me and my family much security. David is one of the few trustworthy and ethical advisors in an industry that has sharks."
    Michael
  • 5
    "David was very helpful. His service to Hugo and I was phenomenal. Our Our previous advisor had missed a very crucial problem that was discovered, investigated and solved by David. I am so happy."
    Kristina
  • 5
    "From the moment that I met David, I was impressed with his calm, ease and matter-of-fact way of giving advice. It was direct, thorough and confident, layered with reassurance and encouragement. His client service and industry knowledge was faultless from day 1 to day done. I continue to recommend his service to my friends and family because everyone should have access to someone like him."
    Maria
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