David Perez
M.Int.Fin., M.Prof.Acc., CFP

David was referred to me by my previous adviser when he departed the industry, at the time my father was in need of financial advice after selling his home and entering Aged Care. David has always conducted himself in a very professional manner but by the same token he has always been approachable, available, and down to earth. As my father’s enduring attorney, I want to ensure that he is always looked after and to ensure that his wishes for his estate are all accomplished. David carefully explained to me the options available to my father and recommended financial products that not only were suitable to my father but also suitable for the next generation that is to receive my father’s estate. We thank David for his integrity and help throughout this process and do not hesitate in recommending him.

In the year 2014 we met David. At this time Krish and I had just retired, and we were getting used to our new lives. We were not wealthy clients, so we wanted to ensure that the finances we did possess were maximised, ensuring we receive the necessary income to maintain our lifestyle allowing us to enjoy life the way we want to. During the years we have been working alongside David, he has shown a compassionate approach to our affairs and has always delivered on our expectations. Over this time strategies have been put in place to reduce tax and maximise Centrelink entitlements. David has always ensured that regular meetings have taken place to explain and make, if necessary, updates to our current position, David has always made himself available when needed and has gone the extra mile. On a more personal note, we have formed the conclusion that David is not only an honest and knowledgeable Adviser but also regard him as a friend who has made our lives far easier for which we sincerely thank him.

I have had the opportunity to deal with David for some time now. Our concerns were alleviated from our first meeting with David. We were keen to ensure that our superannuation, investments, insurances, and an investment plan for our kids were done. One of our pressing issues was to ensure that our children had a tax effective investment plan that can hopefully help them with a head start in life. We were really impressed that all our concerns were addressed and, after multiple phone calls and meetings the result has been incredible. We now feel much more confident that we can achieve what we want in life. David has always offered an honest down to earth conversation and, we’ve since leaned on David to help us out with any of our financial decisions. Partnering with David was the best decision we’ve made financially and, I highly recommend his services to anyone looking to get control of their financial lives.