Thanks for considering Davlin Wealth Management to help you with your financial planning.
Being a qualified Accountant, Mortgage Broker and Financial Planner, you will understand that I love crunching numbers, possibly more than you?
Even more than my love for numbers, is my passion to help clients move forward by simplifying financial concepts into language they can understand through the use of whiteboards, information sheets, simple language and webinars (some of which are attached to my Adviser Ratings profile).
The key to engaging an Adviser is firstly, that you can understand them and secondly, they can understand your current position and what you’re looking to achieve. Find out how we have done this through the multiple online client reviews found on Adviser Ratings and Google.
Every year though the Annual Review process we help clients answer, "Can I be Doing Better?" and help them set financial goals for the next 12 months whether it involves Cash Flow, Debt Mgt, Buying a Home, Building an Investment Property Portfolio, Superannuation, Insurances or Retirement.
With the introduction of Covid, we have moved to using Wotso Workspace locations throughout Sydney and can meet with you in person or online through Zoom or Teams.
We offer a free 15-minute no-obligation chat by clicking https://bit.ly/2NF9t2H or calling us on 02 8445 9999. I look forward to helping you find out how you can do better with your finances.
To book a free 15-min general advice consultation, click on https://bit.ly/2NF9t2H indicating where you obtained this link.
We engaged David and his team for pre-retirement and retirement modelling and advice. David was very thorough, professional and friendly. We were impressed with his commitment to ensuring he fully understands every detail of your financial situation as well as showing genuine interest in your personal situation. He also doesn't have a built-in aversion to holding property in your portfolio - unlike most other financial planners. We're not quite ready to retire yet but we have a much clearer idea of our current and future financial situation, the possibilities available and the steps we need to do now to improve our retirement outcome. Once we get a bit closer to retirement we will almost certainly be using Davlin to manage our affairs. We would have no hesitation in recommending David and Davlin to anyone considering their retirement plan. Thank you David, David and Gail.
My wife and I have worked with David and the Davlin team for a few years and have found his assistance and communication to be excellent. It's nice to have a great team on your side to prepare our financial position leading up to retirement. He has been able to explain the different stages of retirement, what we should be doing with investments, insurances, wills and diversification in our investment types. Recently we have been meeting and discussing the financial modelling in preparation for retirement in the years to come, they have discussed and challenged our thinking as well as provided concise information and plans for the future to ensure we can maximise our investments and set up for comfortable and secure retirement plan into the future. Thank you David and the team at Davlin Wealth. Regards, Anthony & Marieanne.
David has a health based approach to retirement.
He understands using investment property as an adjunct to super for retirement funding.
Excellent advice for maximizing a full retirement and allaying fears of running out of money.
I found David to be very helpful and knowledgeable when it came to explaining my finances and what I had to do to obtain a mortgage. Not once did I feel that I couldn’t approach David I felt that he was always happy to help. With his guidance I feel that my financial knowledge has grown ten fold. I’m so pleased I found him as a financial adviser. Best decision and would highly recommend David.
I’ve been using David for the last 15 years, initially to set up, & then later to refinance my loans.
Recently, I ran into some issues when it came to settlement time. I was up against one of the Big 4. There was a discrepancy about the fixed interest rate I’d be paying. The loan docs concurred with my online accounts, but the bank, post-settlement, said the rates had gone up. I wasn’t confident this would end happily for me. But with David’s input, support, & expert advice, I managed to achieve the positive outcome I was looking for.
- Adviser status Platinum
- Number of reviews 91
- First year providing advice 2008
- Years of experience 14
- Bachelor of Business
Davlin Financial PlanningSuite A3, 2-4 Central Avenue
Thornleigh, NSW 2120
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Consultum Financial Advisers Pty Ltd