Our Team

Alma Stuettgen

Finance Manager

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Hear from our clients

“ David is an honest, accomplished financial advisor who takes the time to listen and understand his clients so he can provide a very personalised service. Our experience has been very positive and I would recommend him to anyone. ”

Carolyn, 46-55

“ David cares about his clients and goes above and beyond to look after them. He is a straight shooter and gives honest and candid advice which gave us confidence in him and his company. Very happy with the service and look forward to the next deal! ”

Greg, Under 35

“ David and his team are just fantastic! They worked tirelessly to find the best option for my situation now and into the future. I look forward to working with David in the future. ”

Anika, Under 35

“ An overall good experience and a worthwhile exercise. David had strong views on the financial strategy and was very articulate in explaining the reasons why. ”

Jason, 46-55

“ David has provided my financial advice, real estate planning and management for the last three years. He is easy going, honest, hardworking and always available. I have highly recommended David to several close friends and would happily continue to do so. His support to me, given my hectic lifestyle, stands him apart from most of his peers in this industry. ”

Sam, Under 35

“ I felt from the start that David really understood where I was and where I wanted to be. He just gets it and he doesn't bamboozle you with jargon. On top of that I wanted someone to be there for the whole ride, not set and forget. For these reasons he is perfect for my needs. ”

Luke, 35-45

“ David and his team have provided extremely helpful advice and helped us secure our first investment property, consolidate our super and budget for the future. ”

James, Under 35

Our Team

Alma Stuettgen

Finance Manager

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