David gave me brilliant and clear advise on my stock and investments. He is very calming, professional and I look forward to contacting him again.
I wanted to work with a local adviser and found David after some research online. He was really informative, really listened to our needs and desired outcomes in our first meeting. From there the relationship has only deepened with a great financial plan and I feel confident we are on the right track now with our superannuation, insurance coverage and investments. Davids kind personality shines through in each meeting and email communication.
David worked tirelessly with my partner and I on creating a plan for our finances that was tailored to us. He understood our complex needs as expats who love to travel, feel nervous about investing and buying property, aren't sure about whether to move to another continent at some point and had very little understanding of the Australian financial system. David took into account who we are and what we want out of life and tailored our plan to us. Working with David is the best choice we've ever made for our lives, our marriage and our finances!
I worked with David from Wealthy Self on a number of different areas including budgeting, cash flow management, ethical investments within my Super and he helped me with my asset allocation with Super as well. He is extremely knowledgable, experienced, personable and made the complex financial jargon easy to understand. David always gave me his full attention and personalized care when I needed it and his communication style made the process easy to understand. He is the first financial adviser I have worked with and he really understands the needs of Millennials and Gen Y like myself, because he is honest and he is one himself. I would highly recommend David from Wealthy Self to everyone!
Wealthy Self Pty Ltd12 Indooroopilly Ct
Robina, QLD 4226
- 9:00am – 5:00pm Friday
- 9:00am – 6:00pm Monday – Thursday
- Adviser status Bronze
- Number of reviews 4
- First year providing advice 2009
- Years of experience 14
- Bachelor of Business