Testimonials
“In the lead up to my retirement I was faced with the daunting task of how to best manage my superannuation & retirement capital. After meeting with a number of financial planners it’s was clear that David’s advice and professionalism was top quality. David explained technical issues in a manner that could be easily understood, which in turn gave us confidence when making decisions. His unbiased advice added substantial value to our capital and we feel confident and comfortable with David as our financial adviser.
I can provide no greater reference then to say that David comes highly recommended and we are happy to refer our friends and family to him.”
Mr J & Mrs B Maree – Maroubra Sydney
“Preparing for our retirement and making very important decisions regarding our superannuation and investment capital was a very serious concern for my wife and myself. Frankly, we could not have done it without David's first class advice. David's knowledge and clear explanation of the technical issues, made the process of retirement, superannuation and investment, an easy path to follow. His level of professionalism, integrity and support, sets the benchmark that other financial planners strive for.
We are extremely happy to have David as our financial planner. David's expertise and willingness to assist in financial matters brands him a true professional and provides us with a complete level of financial comfort and security.”
Mr D & Mrs H Jex – Tamarama Sydney
"My wife and I have been clients of Executive Wealth Solutions for more than 5 years. Prior to joining Executive Wealth Solutions we were clients of another large financial planning firm, one who had ties with large institutions. The difference in quality of advice and level of service has been amazing.
David has provided us with financial advice of the highest quality and the ongoing service leaves us with no doubt that our finances are in great shape and we will achieve our financial goals.
As my wife is a business owner and I am career focused, we have found that the greatest benefit for us has been “more time”. Because of David’s comprehensive and proactive review service, together with his independence, we have complete trust in his advice and we no longer spend valuable time trying to manage finances ourselves. Instead our finances are professionally managed and we can spend more time to focus on our children, our business and career.
While we have not yet reached our financial goals, we would like to thank David for helping us improve our quality of life. We are extremely happy and grateful.”
Mr P & Mrs H Beaumont - St Ives Sydney