Dave Haydon

Haydon Partners Pty Ltd

Gold
13 Yrs Experience
Cairns City, QLD 4870
4.89
7 Reviews
5
4
3
2
1
4.86
Clear communication
4.86
Knowledge & expertise
4.86
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

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5.00

"Dave's intimate knowledge of all things financial is amazing, he always explains things to the minute detail in our dealings with him. He has made the transition to retirement soo easy and always gives the right advice to make our superannuation grow. Dave you still rock, and if you don't have him as an adviser, get him, you won't regret it! Thanks Dave."

  • Superannuation
  • Managing Debt
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Dave Haydon profile photo

Dave Haydon responded on June 2024

"Thank you Rob & Stef, its a privilege to have you as clients."

Review history

5.00

Rob, 56 - 65 years, Babinda, QLD

"Dave is a treasure, he has made retirement much easier to understand and how to bring all our finances together to get the greatest benefit from them. Dave's always there when I'm confused about different strategies in making things work. You rock Dave!! Very happy with service and explanations of anything financial, need bigger water jugs on the table though, always seem to run out🤣🤣"

4.25

"Dave, advice is always very clear and well explained He takes the time to ensure I have a full understanding of his advice and financial direction. He has always been very professional."

  • Retirement & Pension
  • Shares & Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I came to Dave needing support to better understand my financial position post-divorce settlement. In addition to comprehensively restructuring and streamlining my finances to improve my long-term position, Dave has also patiently and compassionately provided me with essential guidance around making behavioural financial decisions, responsibly. This has resulted in (for perhaps the first time ever) having independence and freedom that is all achieved within my own control. For anyone that finds themselves in my position, I would highly recommend that you come in and talk to Dave. His advice, experience and professionalism has brought me peace of mind and the ability to live my life, my way!"

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Socially Responsible
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Dave Haydon profile photo

Dave Haydon responded on July 2023

"Thank you Karen, delighted to see your situation improve. I smiled seeing you weave 'behavioural finance' into your comments."

5.00

"During our meetings, Dave explains in detail nice, clear and accurate my current and future needs and strategies.

Dave is extremely professional and has always answered/responded to my questions with ease and easy to understand. I do and would recommend Dave to my family and friends. He is a genuine guy who always looks after my best interests - highly recommended !!"

  • Superannuation
  • Retirement & Pension
  • Property Investment
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Dave Haydon profile photo

Dave Haydon responded on July 2023

"Thanks Dean, you are a legend!"

Review history

5.00

Dean, 56 - 65 years, Cairns City, QLD

"Dave is extremely up to date with current superannuation policies and the current market. Dave is always just a quick email or phone call away to answer any questions. As a result, I would highly recommend Dave and Kelly Wealth."

5.00

"We liked Dave from the very first time we met with him. Once he discussed with us which would be the best option to take regarding our superannuation that he thought would be suitable for us, we knew immediately that he was the financial adviser that we were looking for. We have great confidence in him and he has helped us immensely when we have needed him. We wouldn't hesitate to recommend Dave to anyone who is looking for a pretty switched on financial adviser."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Dave Haydon profile photo

Dave Haydon responded on June 2023

"Thanks for the kind words Nina :)"

5.00

"We are new clients to Kelly Wealth Services, we are very happy with the service we have received. We find Dave has a wealth of knowledge regarding self managed super funds and investing in general. Dave takes the time to explain everything in detail, which is great, he is only a phone call away when needed. We often listen to Dave's daily market update on Cairns local radio. Highly recommend this company."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Dave Haydon profile photo

Dave Haydon responded on August 2022

"Hi Jill! Thank you so much for this review. I am glad to hear that you enjoy my market updates on the radio. We are very happy to have you onboard as a KWS Client."

5.00

"Dave Haydon is a great Financial Planner, and I would recommend him to anyone looking for a trusted adviser who has great expertise"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting