Testimonials
"I am a barrister in Sydney. I have been asking David Wilkins and his team
at ABN AMRO Morgans, Underwood, for financial advice for many years.
Although David and his team are in Brisbane, there has been no difficulty in obtaining
prompt and reliable advice. Indeed, I have been unable to find in Sydney any organisation
that matches the service provided by David and his ABN AMRO Morgans team in Underwood.
ABN AMRO Morgans provides a comprehensive financial service. It has assisted my
family and my business at all levels, from the institution of an effective budget
right through to advice on long-term strategies for tax minimisation and the accumulation
of wealth.
David has helped me with setting up a personal superannuation fund,
advising on the appropriate structure in which to operate my business,
advising on appropriate insurance arrangements, and in securing
the best possible deals on business, vehicle and home loans. He
does it all.
The advice I have received has been sound and effective. The personalised service
has made it easier for me to get on and concentrate on my business, leaving David
to sort out the issues about which I have limited knowledge.
David takes over all negotiations on your behalf so that the stress of having
to deal with banks or other financial institutions is avoided. This has proved
a most cost-effective way of negotiating transactions and securing the best returns.
David's service has been so good that I have recommended him to quite a number
of friends and family members. All have been extremely pleased with the calibre
of his service and advice."
J.C. - Barrister
Sydney, Australia.
"Three years ago my wife and I met David Wilkins. We were at the time seeking
financial advice. We had met a number of commission driven salesmen in the past
whose strategies had produced a variety of results, but nothing to write home
about.
David set about drawing up a very thorough ten-year financial projection using all the resources available including superannuation, existing
equity and a family budget.
This plan is now well on track and we now feel that we should be financially secure
in retirement if the great progress continues.
David is a very approachable professional person who understands the rules and
regulations that apply to the Australian financial world. He has tried and tested
strategies that continue to produce results. I would not hesitate in recommending
his services to anyone who is seeking financial planning/advice."
P.B. -Commercial Airline Pilot
Sunshine Coast, Australia
"I was approaching 60, and thought that I had to sell my business before
I could ever hope to retire. I had a commercial superannuation fund.
I had spoken to several planners, and was not really very happy with their advice.
It did not seem tailored, but "more of the same" and appeared commission
oriented.
After only a few minutes with David Wilkins, he had planned a retirement strategy
not based on selling my business, but with flexibility for me.
He and his staff set up my own Super fund, in only a few days. They dealt with
my bank, and re-arranged my finances in very short order.
He keeps in contact with me, and adjusts the overall plan details if required
by changing circumstances. He is readily available for consultations. If meeting
in person is difficult, then phone meetings are not a problem.
If you want excellence in planning, your planner hearing what YOU want to achieve, a planner with ideas, creativity, sound business sense, rapid action - then David Wilkins is the one for you."
R.B. - Optometrist
Victoria
"A good plan made effective by first rate service. When
we started the plan created by David we had both little financial knowledge and
little time available. The program is still on track, despite the unfavourable
financial climate, but it is obvious to us that this has only occurred because
the plan itself was conservative and achievable and David and staff have consistently
helped us.
Advice and explanations have always been available but more than this, when time
has been a problem they have helped obtain information or discussed difficulties
with other professionals. Indeed most of our problems come up because other financial
organizations have not provided adequate service.
We have found some to be unbelievably careless (to put it politely) and we have
appreciated David's' intervention. His ability to cut through data and to demonstrate
the "bottom line" has been invaluable. Corny perhaps but everyone needs
a David."
J.F. - Medical Practitioner
Brisbane
If you would like to take up our offer of a free appointment
just download the questionnaire and email it to us.
ResponseForm.pdf
Phone: (07) 3808 7588
Fax: (07 3808 7633
Email: Contact David Wilkins Here.
Website: http://www.davidwilkins.com.au
 ABN AMRO Morgans Limited A.B.N. 49 010 669 726 AFSL 235410
A Participant of ASX Group
A Principal Member of the Financial Planning Association |