Damian always explained things in easy to understand terms and nothing was too much trouble for him.
I recently engaged Damien after a very poor experience with a financial advisor who left me very skeptical about the value and integrity of a financial advisor. Within the first meeting Damien had put me at ease through demonstrating a pragmatic, transparent and evidence based methodology based on other clients experiences...not based on maximizing his commissions. Damien's approach is truly client centric. He puts you at ease and gently guides the conversations to ensure that he fully understands your current situation, what your financial goals are and your risk appetite. His advice not only reflected his understanding of my situation and preferences, but he was able to justify the recommendations based on other clients with similar requirements and the outcomes they received. Furthermore Damien's knowledge of the financial services and products industry is exemplary, allowing him to not only choose the appropriate services for my needs, but also to explain why it is the best option in simple lay terms. This provided me with confidence his advice was impartial and appropriate for my situation. I have just signed up with Damien to execute on a large set of recommendations to transform my financial and investment portfolio, and have signed up for an ongoing service to manage my portfolio. Not only is he great at his job, he's a guy that you'd like to have a beer with. Looking forward to working with Damien.
Damien has given us advice regarding a number of investments, tax strategies, self managed super funds and how to pay off our debt faster. He is easy to understand, really listens to what your goals are and I have 100% confidence that he will deliver on our goals. He is always available to talk and follows up consistently. Highly Recommend!
Damien is my absolute 'go to'. If I have questions about anything from daily spending and superannuation through to complex managed funds then I will contact him. He explains things to me in layman's terms and I am blown away by his depth of knowledge on a range of financial situations. I feel that our plan is tailor made for our individual needs. I also feel reassured that he is overseeing it and making adjustments as needed. Damien has been the best thing for us financially. Without him and his constant reassurance, we would not be in the prime financial situation that we are. He has also assisted our children with developing financial plans for the future. I always get Damien's full care and attention.
Damien was exception with the detailed investigation and then explanation of the recommendations following on from the investigation. Damien provided practical advice that will massively improve our financial position in a short period of time while providing improved insurance coverage. I thoroughly recommend Damien to help anyone who want to maximise their financial position
On Point Wealth Solutions Pty Limited18 Northbow Ct
Tallebudgera, QLD 4228
- 9:00am – 5:00pm Monday – Friday
- Adviser status Gold
- Number of reviews 8
- First year providing advice 2008
- Years of experience 15
- Master of Business Administration (Finance)
On Point Wealth Solutions Pty Limited