David Kashan, founded Wealth of Advice for one reason – to give every person a fair shot at living their desired lives and dreams. Financial Advice is for all, not just for some.
David hails from a country where he experienced raw and real hardship. From humble beginnings to now managing a successful business with a team of 4 staff, we continue to grow Wealth of Advice from strength to strength.
We go above and beyond to give authentic, genuine, client-focused, and unbiased advice to you and to each individual that comes through our doors. We treat your money as if it is our money so that we can serve and steward your dreams to the best of our abilities.
David is grounded in an abundance mindset and looks to take Wealth of Advice to a new level, with more specialised Advisors and recommendations on niche branches of financial services.
It is with a Wealth of Advice that we work with your unique circumstances so you can prosper.
The above remains front of mind for all of our Advisors and it remains our mission to provide sound advice to all, changing lives one by one and ultimately, making this nation better than it already is.
David is also studying for his Bachelors of Financial Planning with Kaplan Financial Services.
I have been dealing with David Kashan from Wealth of Advice for some time now in regard to my personal and business affairs. He has been very straightforward in his thinking and advice provided and made sure that I am on the right track with my financial affairs. I find him very responsive and always willing to help. He returns phone calls promptly. I can highly recommend him to everyone looking for quality financial advice.
David Kashan and his team have incredible customer service and support. He is so kind, professional and thorough. David listened carefully to our needs and found us the best insurance making sure we are covered. I would highly recommend using Wealth of Advice to everyone!
I have been referring David to our clients. My clients are happy and the feedbacks for his services are professional, responsive, and knowledgeable. Thank you David for your great support. Highly recommended.
David assisted in getting life insurance that was affordable and realistic. David assisted in my claim throughout the process and made it stress-free and a great outcome. David is very knowledgeable, professional and honest and it is a pleasure doing business with him.
David Kashan did a very great job making me and my wife feel comfortable, and he made us understand a lot about the insurances and investment that we could do to improve our life. He is a very professional person and in my eyes his main goal was to help us improve our life. He spent a great deal of time with us and he cared about our needs. I would suggest everyone to use Wealth of Advice and David Kashan.
- Adviser status Silver
- Number of reviews 22
- First year providing advice 2018
- Years of experience 5
- Diploma of Financial Planning
Wealth of AdviceFirst Floor, 16 Brookhollow Ave
Baulkham Hills, NSW 2153
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Bluewater Financial Advisors Pty Ltd