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.