What Our Clients Are Saying

Thank you David

My husband and I met with David when we were purchasing our 1st home together. It was a very busy time in our life as we were getting married a month after our house settled. We also had 2 children already and this is what prompted us to see David. We needed piece of mind that if anything happened to either of us that financially the other would be ok.

I personally also had my superannuation in 6 or so funds and was paying fees on each of them. David made the process of combining them incredibly easy for me.

We met with David a few times and he was extremely helpful each and every time we met with him. He also worked with us to find a time that suited us all to meet.

He took the time to understand our situation and where we were headed in the future. He explained everything in terms that were easy to understand and never moved onto another topic until he was sure we understood correctly.

Both my husband and I felt incredibly comfortable with David upon meeting him and discussing our financial future.

The fact that I know the kids will always be financially secure if something was to happen is a feeling I can’t describe. So often you hear of bad things and people setting up these ‘Go Fund’ accounts for parents to buy food and clothes etc for their kids and I could think of nothing worse.

As our life goes through different stages we will continue to meet with David for advice.

Thank you David for all that you have done for us so far but more importantly thank you for protecting my family’s future.

Kerissa and Mark Kelly

David was very professional

I have known David for a number of years and he has been extremely helpful and knowledgeable over that time. My wife and I went to see David in regards to some personal insurances and superannuation. We both found David to be extremely thorough, a good listener and extremely flexible with times and places to meet. cc, explained everything thoroughly and made things extremely easy. I would not hesitate to recommend David if you are seeking quality advice from a true professional.

Paul & Jacqui Ephgrave

We would happily recommend David to anyone

David Rylah helped us through each step of the process, making sure we understood everything along the way.

Although his advice and attitude were very professional, his warmth and friendliness put us at ease so we didn’t feel intimidated or forced to make any decisions we weren’t comfortable with.

We would happily recommend David to anyone who is in need of a ‘good’ financial advisor.

Rika & Aly Waters

His advice was very productive

I have known Mr David Rylah for the past 3 years.

He was involved in advising me on investment strategies for my savings. His advice was very productive.

He was always available for clarifications and very accommodative. The inclusion of my daughter and son into the discussions and to the extent he went out to explain matters to them, arranging video conferences etc, all very remarkable.

He has a thorough knowledge of investment portfolio and I have no hesitation in recommending him to anyone for advice on investment.

Dr N.KAMALANATHAN MBBS, FRACGP

We are both satisfied

We are both satisfied with the advice and services David provided to us. We would not hesitate to recommend him to anyone if they required investment advice.

Rex & Eileen Wilcox

I would highly recommend David’s services

I am writing this testimonial to acknowledge the fantastic customer service and experience I have had in dealing with David Rylah.

I had originally approached my bank to help consolidate my super finds and to attain a greater understanding of investing in my future.
Dealing with David has been a breeze and an absolute pleasure.

He has been informative from day one, concise and pro-active in consolidating my accounts thus saving me on fees and other contributions I was unaware of, and assisted me in life decisions regarding my investments and finances.

More importantly he has helped put protection in place for my family to make sure my wealth creation goals stay in place and that I have the necessary cover to ensure I do not have to stress about the long term future of my families coverage and financial wellbeing.

I would like to express my thanks to David for his ongoing support, easy to deal with demeanour and his professionalism in this particular matter.

I would highly recommend David’s services to others looking to do the same

Ari Anthony

Efficient & Diligent

My husband and I used David’s insurance brokerage services to review and re-establish our personal insurances. We found David to be very approachable, timely, efficient and diligent with his services. David was very helpful in completing all the paperwork and requirements for our insurances. His follow up services once the insurances were in place were also of high standard and very helpful. We would highly recommend David’s service.

Mathew and Louise Whitton