100% Independent Financial Advice
Your Trusted Partner In Wealth Management
Client-Centric Solutions from an Independent Adviser You Can Trust
Your Paths To Financial Freedom
Explore our strategies and services for achieving your financial goals
Experience You Can Trust
With over 20 years of experience navigating the complexities of the financial world, we have the knowledge and expertise to guide you towards your goals.
Integrity.
Professionalism.
Transparency.
Our commitment to transparency, professionalism, and ethical conduct guides every interaction and ensures your best interests are always at the forefront.
Comprehensive Financial Planning For Every Stage Of Life
Holistic financial planning & advice tailored to your individual goals & situation.
Hear From Our Success Stories
“David’s advice and professionalism was top quality. I can provide no greater reference then to say that David comes highly recommended and we are happy to refer our friends and family to him.”
Mr J & Mrs B Maree
“We are extremely happy to have David as our financial planner. His expertise and willingness to assist in financial matters brands him a true professional and provides us with a complete level of financial comfort and security.”
Mr D & Mrs H Jex
“David has provided us with financial advice of the highest quality and the ongoing service leaves us with no doubt that our finances are in great shape and we will achieve our financial goals.”
Mr P & Mrs H Beaumont
“We could not be happier with David and Executive Wealth Solutions. David helped us navigate selling our business, provided strategies to minimise taxes and structure our finances."
Mark & Susan Patterson
“David has been our financial adviser for approximately 15 years. While we were saving for retirement, David provided advise which allowed us to minimise tax and build wealth in a tax efficient manner."
Vince & Angela Vella
Providing Trusted & Independent Financial Advice For 20+ years
The WEALTH & PROSPERITY MAGAZINE
Download your free copy of our Wealth & Prosperity magazine. Valuable strategies and insights on a range of Wealth Management topics
Executive Wealth Solutions stands out from other firms
Absolute Trust
As an independent advisory firm, we offer unbiased advice and solutions that truly align with your best interests. Your financial well-being is our sole priority.
Expert Advice
High quality advice is never a one-size-fits-all approach. Our advice is tailored to your unique circumstances, goals and financial aspirations.
Superior Service
Experience a level of service that goes above and beyond. We are dedicated to providing ongoing support, proactive advice, and a truly personalised experience.
Value
The benefits and value provided through our expert advice service enriches our clients quality of life and financial wellbeing.
The Financial Advice Process
Our comprehensive five-step process consists of the following stages:
- Step 1 – Understand your situation
- Step 2 – Design a bespoke financial strategy
- Step 3 – Present your statement of advice
- Step 4 – Put the plan into action
- Step 5 – Ongoing review, monitoring, and optimisation
Stay ahead with our upcoming webinars
Our expert-led sessions cover the latest market insights to help you stay informed and make confident decisions. Register your interest today, and we’ll keep you updated on what’s coming next.
Take The First Step On Your Journey To Financial Security & Peace of Mind
- We will explore what your future could be
- We will explain our unique approach to get results
- We will show you the next steps for your financial success
Frequently Asked Questions
What sets Executive Wealth Solutions apart from other financial advisers?
We are an independent firm, free from conflicts of interest, and dedicated to providing unbiased advice that prioritises your financial well-being. We offer comprehensive, tailored solutions, superior service, and a commitment to transparency and ethical conduct.
Who are your typical clients?
We primarily work with individuals and couples planning for retirement, or have recently retired. Our clients are usually professionals and business owners with significant assets or high household incomes. Many of our clients are based in Sydney and appreciate the personalised, face-to-face approach we offer.
What types of investments do you recommend?
We are not restricted to recommending specific investments. Our investment recommendations are carefully curated and based on your individual risk profile, time horizon and suitability for meeting your financial goals. We offer access to a wide range of investment opportunities, including domestic and international equities, fixed income, property, and alternative investments.
How often will I meet with my adviser?
We believe in proactive communication and ongoing support. Typically, clients meet with their adviser at least annually for a comprehensive review, but we also schedule more frequent meetings as needed to address specific concerns or market changes.
How are your fees structured?
Our financial advice service is designed to provide you with more value and benefits than its cost. Before you make any commitment to proceed with our service, we will clearly explain the services you will receive, the benefits you will gain, and cost of the service. Our fee structure is transparent and designed to align our interests with yours. We only charge on a fee for service basis, with no entry, exit, or administration costs.
How do I get started with Executive Wealth Solutions?
We encourage you to schedule a complimentary initial consultation. This allows us to understand your financial situation, the type of advice you are seeking, and to determine how we can best assist you. You can schedule a consultation by filling out the contact form on our website.
