My wife and I have been advised by David for 25 years. We have seen him build up a successful advice business over that time, always focused on ensuring clarity around our goals and taking a measured, long-term approach to investing. He has provided great counsel over that time, demonstrating how advisers add value by encouraging clients to stick to a good plan rather than jump around in response to stormy short-term markets. David also takes a keen interest in my professional endeavors and has helped me with ideas and networking assistance during periods of unemployment.

For over 20 years David has given me (and my wife) sound and consistent advice in areas including superannuation strategies, wealth accumulation, loan procurement and management, tax related strategies and investment advice that has proven highly credible and produce the planned dividends and passive income streams we discussed and committed to at the outset of our relationship. David is consistent in his messaging and strategies. His advice is clear and concise. Davids knowledge and experience has proven to be of a very high standard and has given us the confidence to commit to the strategies proposed and which have delivered. Davids personal commitment to us as clients has been consistent from day one.

David is a wonderful person to deal with and very accommodating and patient. We enjoy the interaction and advice.

Elise has consistently provided myself and my wife with sound advice and timely, reliable information related to preparation for and execution of our retirement planning.

Elise has been our Adviser for many years now. She has always provided sound advice, is extremely helpful, efficient and gets things done in a timely manner. Elise has taken us through the investment phase with margin lending, wealth growth and into a comfortable retirement. I would highly recommend Elise and the business strategy for wealth creation.

We are very happy with Tharaka’s help with all our financial needs. He listens to our requests and acts promptly and explains clearly his action plan. Thank you Tharaka. We are heading into our retirement feeling much more secure about our finances.

Both my wife and I enjoy each and every meeting that we have had with Tharaka and are very confident that the advice given to us across all areas is in our best interests. He understands what we are trying to achieve in our retirement and knows our plans going forward.

Tharaka has given me advice in all areas that are relevant to us and has always been more than helpful in assisting us with our financial future, we are more than comfortable in having Tharaka and Income Solutions in our life moving forward.