I take a simple approach to goals-based advice. This means you get advice that is easy to understand, puts your mind at ease and allows you to achieve what you would like to achieve in life.
We provide top quality advice at fair and reason prices the are value for money.
David has been my adviser for the best part of a decade now and apart from being a great bloke, he's good at what he does. I don't want to know about the nitty gritty details and rules, etc. I just want someone I can trust to take care of our finances. He speaks English - not financial gobble-de-gook and even has a sense of humour! Can't recommend him highly enough.
It has been fantastic working with David for the past two years. David has helped us with our superannuation management, cashflow management, TPD and income protection covers, as well as with our investment strategies. My wife and I truly appreciate David’s wealth of knowledge, strategies and information that he provide us with time to time in strengthening the foundation of our future. Thank you David.
David provided a genuine and honest appraisal of my Super which was greatly appreciated. He asked questions to ascertain my goals and then tailored the advice accordingly. I never felt like I was being given a sales pitch or being pushed into a particular product. Rather, my situation was objectively appraised and then we worked together to figure out what tweaks might better support my retirement plans. I was given time to ask follow up questions and weigh my options and feel much more secure now about my financial future.
David is the ultimate financial planning professional, who is genuine in his intent to build quality, long term and beneficial relationship with his clients. David is a leader within the industry, who is always accessible and dependable. David provides first class service and care. My partner and I have no doubt we will achieve ALL our financial goals, together with David given his knowledge, experience and detailed approach.
David is an experienced financial planner who is highly available and responsive. He's approachable and always happy to discuss any current or upcoming needs I might have. The advice he provides is calm, considered and a reflection of the clear experience he has in the industry.
- Adviser status Silver
- Number of reviews 5
- First year providing advice 1998
- Years of experience 25
- Graduate Diploma of Financial Planning
D Walter & Associates Pty LtdSuite 2, 34 Grange Rd
Alphington, VIC 3078
- 9:00am – 4:00pm Wednesday
- 10:00am – 1:00pm Friday
- 9:00am – 6:00pm Monday – Tuesday, Thursday
- In person
- Video call
Nextplan Financial Pty Ltd