Wealth-Preservation was founded in 1992 by Senior Adviser – David Hasib. “We are driven to create a result orientated, relationship-focussed wealth advisory firm based on integrity & ethics that delivers exceptional, personalised advice that is valued by clients Nationally. We specialise in strategy-based advice relating to wealth creation & management, superannuation & asset protection.
By focusing on our clients’ long-term success, taking the time to understand their unique circumstances and providing advice that is proactive, commercial and holistic, we aim to have a true partnership with our clients.
Wealth-Preservation has earned its reputation as a privately owned and focussed alternative to the institutionalised controlled firms. Our advice excellence is a given. What sets Wealth-Preservation apart is that we solve problems and deliver results our competitors find it hard to.”
Expertise
My fees
At a glance
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Adviser status
Bronze
- First year providing advice 1992
- Years of experience 33
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Highest qualification
- Advanced Diploma of Financial Planning
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Language spoken
- English
Wealth Preservation
Level 13, 465 Victoria AveChatswood, NSW 2067

Opening hours
- 9:00am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Infocus Securities Australia Pty Ltd
AFSL 236523