With money and financial stability among the top three fears of many Australians, Capital Wealth Group was established by David to provide financial and investment consulting services. He takes the time to unearth his client’s current and desired financial position. Drawing on his experience and professional education, he will explain in plain English, the simple laws that govern money and how to set the strongest foundation to construct, grow and protect wealth.
Terrific service, proactive advice
David is always courteous and his advice is always welcome. He always returns phone calls or email requests. He is a pleasant person to deal with.
All the advise and requests have been handled in a professional manner. I would recommend David to anyone wanting advise on super funds.
David communicates regularly and shows a great interest in my affairs and needs. I would suggest that anyone looking for an enthusiastic, intelligent adviser that communicates clearly and effectively contact David.
We found our advisor helpful, well informed and respectful of our interests. Our investment was a significant proportion of our assets and whilst we finally accepted the recommendations we had some uncertainty about our investment. This may have been due to the general economic situation. Our advisor has maintained contact to keep us informed on the progress of our investment.
- Adviser status Platinum
- Number of reviews 9
- First year providing advice 2006
- Years of experience 17
- Bachelor of Commerce (Financial Planning)
Capital Wealth Group Pty LtdSuite 7, 14 Albert St
Blackburn, VIC 3130
- 9:00am – 5:00pm Monday – Friday
Hillross Financial Services Ltd