I have provided comprehensive, tailored advice to my clients since 1997. My speciality is assisting clients to achieve the lifestyle in retirement that they desire. My focus is on collaboration and presenting advice in easy to understand terms, in order to achieve an optimum outcome and full client satisfaction. Fees charged are time based (no commissions), and our service completely transparent.
My fees are fixed at onset and based upon my hourly rate of $200 per hour plus GST and the estimated time required to complete the work.
David is a very conscientious expert who is focussed on my needs, always works hard to find the best possible solution, and communicates in clear terms.
Consulting David was the best step I have taken towards planning for my retirement. Not only did I make tax savings with strategies that I can use to plan for my retirement, David has also helped me to think strategically about making the appropriate life decisions at different phases of my life. He has a wealth of knowledge and explains everything clearly and with great patience.
David has been an excellent adviser for my husband and I. He continued to be pleasant, flexible, knowledgeable, strategic, honest and easy to talk to. He is personable and family oriented. He is highly professional in his service to us. Most definitely will recommend his service to our family and friends.
David provides a genuine, down to earth service and was considerate of our circumstances, listening closely to our needs.
David is a reliable and highly knowledgable adviser.
- Adviser status Gold
- Number of reviews 5
- First year providing advice 1994
- Years of experience 29
- Graduate Diploma of Applied Finance and Investment
David SiostromUnit 1, 146 Fullarton Rd
Rose Park, SA 5067
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Nextgen Financial Group Pty Ltd