“David is a very approachable financial advisor who was able to quickly assess my personal and financial situation. He realised my existing policy was outdated and needed to reflect my current situation. At my initial meeting with David, he mentioned the Trauma policy and after he explained how it worked, I realised it was worth having.
About a year after reviewing my covers I was diagnosed with a brain tumour, it took about eight weeks for me to realise my health situation was serious. I had a very understanding employer, but the fact was I was quickly using all my leave. Coupled with my financial situation, I decided to contact David.
The covers David had put in place gave me entitlement to a Lump Sum payment and ongoing income payments. Receiving the lump-sum payment was a huge relief, as it enabled me to regain some financial control. I was unable to work for over two years, so having a regular payment coming in let me focus on getting fit and healthy. I also received assistance with CV creation and continued from overleaf speech therapy, part of a recovery programme to help me back into the workforce. I’m proud to say I’m now fit, healthy and employed.
I’m not a high-end investor yet he treats me with the same respect as his premium clients. When I was looking for work he used his contacts to try and assist me. He also provided good advice to my daughter when she was thinking about KiwiSaver.
David is passionate in what he does and he seems to do it extremely well. Previously, I had four advisors spanning over 20 years. David was the only person who took the time to find out about me and ensure my future needs would be met. I have now known him for approximately seven years. He’s become someone I can trust and a good friend.”
“In February 2004 my husband Ivan was diagnosed with cancer, and in April 2005 the doctors told us there was nothing more they could do. We brought him home from hospital and he died two weeks later.
Ivan had always managed our finances and he wanted to ensure my and the children’s future could be as secure as possible. He said, ‘When I die you need to pay the house off and go and see David. He will look after you.’
Ivan had consulted David many years earlier. With his advice, Ivan took out various policies which meant that on his death, we would be in a good financial position.
I was left with the grief of not having Ivan any more, and the task of caring for our two children, aged 11 and 14. I needed financial security and also to be a very available parent.
So I went to see David. He carefully explained an investment plan to me. Frankly, I had no interest in the detail. I simply wanted him to do what he thought best, and it was with no understanding but complete trust that I asked him to manage all the money received from the insurance. We go through this process regularly. David makes recommendations and I make an effort to at least look like I’m interested and say, ‘Fine’.
What I do know is that the investments are growing at a very good rate. What it practically means is that I don’t have any money worries. I am able to work part time and to be there for the children.
I continue to trust him implicitly. Ivan said David would look after me and he has. I have no hesitation in recommending him.”
“I first knew David through a company superannuation scheme. When I left that job in 2003, he followed me up about a year later to see what I wanted to do with my super. He now manages my funds and provides me with regular updates. I am always happy to follow his advice.
I like to think I’m a reasonably fair accountant, and if David wasn’t really performing I would have been looking elsewhere. But he has performed admirably well. He has continued to make me money, and he makes it pretty painless.
David’s extremely sensitive to my needs and he keeps on top of the current situation. He gives sound reasons for any changes and understands where I am at in the financial cycle.
And he will think outside the square if the situation requires it. Some people in the industry are dictated by what they have to do, but David will consider that aspect and then consider the client’s needs.
We usually catch up when he comes down to Christchurch. He’s not just a financial adviser – I enjoy his company.
I’ve had some dealings with David on a professional basis as well, because I knew he was good value. He became the Kiwisaver provider for a company I was working with.
I can’t speak highly enough of David in terms of his advice.”
“I value David’s advice purely and simply because he helps me get the best possible returns. I trust him implicitly.
I first met David when he was responsible for the superannuation fund of the company I previously worked for. When I was made redundant a few years ago I was paid out my superannuation, and at that point David took ownership of it and managed it for me. I have now worked with him since 2002. He manages three super funds for me as well as some insurance. He has also picked up my wife’s fund to help her restructure it and get a better return.
I don’t understand the markets, but David knows them thoroughly. From both a customer service perspective and an investment perspective, I have every reason to trust him.
It is more than just a straight financial relationship. I bump into him at rugby and cricket matches, and I am very comfortable with him. He is a very genuine person.
David certainly understands my position, particularly when I was made redundant. Everything that he has recommended, I have accepted. I highly recommend him as a financial adviser.”