For Consumers

For Advisers

Connect with us

MENU
FIND AN ADVISER
Adviser Ratings

Adviser Ratings Profiles David Maddock

Editorial General 31 Mar 2017

Our Adviser Profile this week is David Maddock, a Platinum adviser with 11 client reviews and an average customer rating of 99%. David is a Senior Financial Planner at Apt Wealth Partners, working out of their Geelong and Melbourne offices in Victoria.

  1. Best thing about being a financial adviser?

I love seeing the peace of mind clients have when working with them to achieve their financial goals. Once they feel confident in their financial future they are free to enjoy life.

  1. One thing you would like to see improved or changed in the industry?

People being more engaged in their superannuation. Plenty of people take little interest in their superannuation which is normally one of their biggest assets. The Government doesn’t help by constantly changing the rules.

  1. The areas on their finances or economy that worry your clients the most?

Most clients are worried about not having enough funds to retire comfortably.

  1. What's the strangest question a client has ever asked you?

Can I purchase a caravan through a self-managed superannuation fund?

  1. If you could get three things into consumers' heads about what advisers do or don't do what would they be?

a) We help you make smart decisions with your money and sometimes this means don’t panic and stick to the plan.

b) Providing advice can’t be done in 5 minutes, we need to get to know the clients position in great detail, complete research and compare different strategies before coming to a conclusion as to the best strategy. A lot of work goes into it behind the scenes.

c) Sometimes the best investment you can make is a life insurance policy. I have seen the first hand benefits of clients having insurance as well as the stress of not being insured.

  1. How do you describe your job at BBQs?

I work with clients to achieve lifestyle and financial success by helping them achieve their life goals and securing their financial future.

 

Was this article helpful?

0 comments

Add comment

Related articles

7 Tips On Picking The Right Adviser For You

7 Tips On Picking The Right Adviser For You

Like any profession, there are the so-so, good and great financial advisers in Australia, so how do you find that great adviser? With a decision as important as choosing your new family ‘financial controller’, here are a few easy things you can do to help you make the right decision…

1 votes 234 views
General, Savings & Investments
25 May 2017
Financial Advice Pioneer's Message Is Still Relevant

Financial Advice Pioneer's Message Is Still Relevant

Earlier this year, the US Financial advice profession lost one of it’s true pioneers. Richard B Wagner was among a handful of financial advisors who bridged the gap between the first generation of idealistic planners and played a major role in its evolution as a true profession. He helped conceive the financial life planning movement and expanded the frontiers of an emerging profession. During that period, financial life planning was transformed from an esoteric aspect of what advisors did into the mainstream. The messages he espoused are as relevant to advisers today as they were when he first introduced them over 30 years ago.

2 votes 134 views
General
24 May 2017

Related Q&As

Q&A: Ask an Adviser - Paying Insurance Using Your Superannuation

Les Hayward

Top answer provided by:Les Hayward

I've heard that some insurance can be paid for by your super. I'm 45 and have just got married and am thinking about life and injury insurance to cover my new family. I have about $100K in super. How much would it cost and will my super balance be affected much?

1 votes 1 answer 395 views
General, Insurance & Protection, Superannuation, Women's finance
08 May 2017

Q&A: Ask an Adviser - I'm a Finance Novice, How Can a Financial Adviser Help Me?

Colin de la Nougerede

Top answer provided by:Colin de la Nougerede

My mum says I don't need a financial planner, but I am curious and think I need help as anything finance related to me is very foreign - what services can a Financial Adviser assist me with?

3 votes 1 answer 870 views
General
02 Nov 2016

Couldn’t find what you were after?

Ask advice from a financial planner

55 left
Submit question