Australia Wide Financial Planning

David and his team provide an excellent service. Everything is explained in a manner that is easy to understand. They have also helped us navigate through transition to retirement with the best financial benefit for us. Highly recommend for all financial matters. They are very up to date with financial trends and forecasts.

I’ve had David looking after me from Australia wide Financial planning. The level of professionalism and support he has given us has been exceptional through the whole process. I can’t rate David and the rest of the Financial team highly enough.

While I like having the convenience of money its management has always slightly terrified me. Also I get in a bit of a panic with many online things. Thank goodness for the advisors at AWFP. Especially David L has advised me through the various traumas of having, then selling, two investment properties, a very unexpected redundancy at age 63 and how to manage things so my not overly large super sees me comfortably through my retirement years. I can’t believe not only how knowledgeable David and the team are but how incredibly patient, without ever once making me feel like the financial idiot I actually am!

My experience with Australia Wide Financial Planning has been outstanding. We are now working closely with Martin who has distilled information into plain English, represented our position and made proposals for the future. I value the honesty and transparency they provide and look forward to a long working relationship, friendship and opportunity to prosper together.

David and his team are very responsive and always courteous while interacting over phone or emails. David's approach to understand our requirements was comprehensive and his knowledge to propose a path forward was accurate, thoughtful and balanced with risk appetite. Overall happy with the services and charges. - Bhavin

My wife and I have been with Aus Wide now it seems for 10 years from our original steps into investment properties and SMSF. David and now Martin have provided us with down to earth advice based on our individual needs. From the start I was always someone who placed the relationship and trust high in my needs and expectations. At each step they have always met my concerns with confidence, trying new things to provide the best for us and helping me feel safe in their advice. And now we might be introducing our children to the team so the relationship continues well into the future after we take our well deserved retirement that they have so very much helped us attain. Thank you so much.

We have been with Australia Wide Financial Services for a number of years now and have been very happy with the service, transparency and advice we have received. Doug, James and Martin have been there whenever we have needed more information and are happy to take your call at anytime. We highly recommend their services to anyone who is seeking financial assitance with their investments and superannuation.