Sort by
Fei, 56 - 65 years, Gilles Plains, SA
"Dev is a great and reliable adviser for all your tax, financial and investment planning and management needs. He is helpful, knowledgeable and reliable. Highly recommended!"
- Superannuation
- Shares & Investments
J, 46 - 55 years, Byron Bay, NSW
"We’ve recently had the pleasure in working with Dev to arrange short term lending for our development project. Dev has been extremely helpful and knowledgeable throughout the process, throughly exceeding our expectations. We highly recommend his services and expertise!
Thank you, Dev.
JT"
- Property Investment
- Growing Assets
Paul, 46 - 55 years, Brisbane, QLD
"Dev was introduced to me by a mutual associate and had an immediate impact on our business. As a relative start up business, we needed an experienced, cool hand to help us navigate the complex world of business finance to conquer our cash flow challenges and generate working capital. Dev's broad industry experience and insightful advice helped us identify a solution which will provide our business a platform for sustainable growth and future business development. In particular Dev was patient and professional which made the process more pleasant and productive than it may have been if we didn't have his guidance."
- Managing Debt
- Property Investment
- Small Business Advice
- Borrowing
- Growing Assets
Neha, 35 - 45 years, Kurralta Park, SA
"I can't say enough good things about Dev as our financial adviser. They've been an absolute game-changer for our financial journey. From the very first meeting, it was clear that Dev was not just about numbers and investments but also genuinely cared about our financial well-being. Dev took the time to understand our unique financial situation, goals, and risk tolerance. What sets Dev apart is their ability to explain complex financial concepts in a way that's easy to grasp. He never made us feel intimidated or overwhelmed, which was a big relief. Dev's communication style is fantastic. They're always available to answer our questions, and their responses are clear and prompt. It's comforting to know that we can rely on them for guidance whenever we need it. Without a doubt, I would wholeheartedly recommend Dev to anyone seeking financial advice. Thank you, Dev, for helping us on our financial journey!"
- Superannuation
- Insurance Protection
- Retirement & Pension
M, 35 - 45 years, Adelaide, SA
"Dev, is very knowledgeable and puts you at ease. He provides strong recommendations, isn't pushy and encourages you to ask questions to ensure that you are comfortable with the strategy to meet your goals. Highly recommended"
- Retirement & Pension
- Shares & Investments
M, 65+ years, Donvale, VIC
"He is extremely reliable and helpful."
- Superannuation
- Retirement & Pension
Y, 56 - 65 years, Lockleys, SA
"Dev has been my financial adviser for years. He is someone I can always trust to give good advice. Approachable and helpful."
- Self Managed SuperFunds
Andrew, 56 - 65 years, Lower Mitcham, SA
"Devs experience and knowledge of all matters relating to financial planning have given me confidence that the guidance I have received will make a difference to my wealth building for retirement. He has been highly efficient and pragmatic in his approach to assessing my position and determining a range of solutions for me to consider."
- Self Managed SuperFunds
- Shares & Investments
- Property Investment
Nikhil, under 35 years, Adelaide, SA
"I have found Dev to be transparent, reliable, and attentive. His advice has been tailored to my financial goals and current life situation at each step of the way."
- Insurance Protection
- Shares & Investments
- Cashflow & Income
- Borrowing
Michael, 46 - 55 years, Prospect, SA
"I've been working with Dev for nearly a year and I find him to be honest, transparent, fair and knowledgeable about financial services here in Australia. He has a passion for assisting new Australians, but has also been really effective in helping small to medium enterprises grow their wealth. I love working with Dev and have recommended friends and clients to access his services. Can't recommend more highly that Dev knows his stuff, cares about his clients and will assists you to grow your wealth."
- Insurance Protection
- Managing Debt
- Self Managed SuperFunds
- Expat Finance
- Small Business Advice
- Borrowing
- Tax Strategies
- Growing Assets
- Budgeting
Nick, 56 - 65 years, Alberton, SA
"Dev knows his stuff! Always up to date with the current market and able to give trusted advice where and when necessary."
- Superannuation
- Retirement & Pension
- Self Managed SuperFunds
My clients have reviewed me based on the following areas of advice
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Shares & Investments
- Property Investment
- Cashflow & Income
- Complex Investments
- Expat Finance
- Socially Responsible
- Small Business Advice
- Borrowing
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting