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David Hasib

Wealth Preservation

Bronze
33 Yrs Experience
Chatswood, NSW 2067

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

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 1992
  • Years of experience 33
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Wealth Preservation

Level 13, 465 Victoria Ave
Chatswood, NSW 2067

Opening hours

  • 9:00am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523