David was knowledgeable, friendly and always happy to answer our questions (even when we asked the same question more than once!) What we would have liked was a sort of timeline or way to visually represent the major milestones / phases of our plan till retirement. We understand changes happen and it would have been quite challenging to create one, but even a rough idea would have been good.
David is an honest, accomplished financial advisor who takes the time to listen and understand his clients so he can provide a very personalised service. Our experience has been very positive and I would recommend him to anyone.
David cares about his clients and goes above and beyond to look after them. He is a straight shooter and gives honest and candid advice which gave us confidence in him and his company. Very happy with the service and look forward to the next deal!
David and his team are just fantastic! They worked tirelessly to find the best option for my situation now and into the future. I look forward to working with David in the future
An overall good experience and a worth while exercise. David had strong views on the financial strategy and was very articulate in explaining the reasons why.
Montara WealthSuite 1 Level 6, 309-315 George St
Sydney, NSW 2000
- 9:00am – 6:00pm Monday – Friday
- Adviser status Silver
- Number of reviews 9
- First year providing advice 2011
- Years of experience 12
- Advanced Diploma of Financial Planning
Fees are based on the time and complexity of the advice only and are never linked to the amount of money that is invested
Montara Services Pty Ltd