Client Testimonials | Executive Wealth Solutions

TESTIMONIALS

We thought that having a Will and Power of Attorney meant our Estate Planning was up to date – Wrong!

David identified a number of Estate Planning problems, including Superannuation Death Taxes of over $60,000. After David put in place a number of financial strategies, we are very confident that our assets will pass to family correctly and smoothly. Also, our estate will now be $60,000 higher in value after the Superannuation Death Tax was legally reduced to Nil!

After working hard our whole life to become financially secure, it is very important for us to know that our family will also benefit from our life of hard work. Knowing our Estate Planning is correct and tax efficient gives us great peace of mind.

Rod & Mary Monahan

As small business owners we didn’t have the time, or knowledge, required to plan for retirement correctly. Seven years ago we sought advice from David Lenarduzzi and told him we would like, if possible, to retire in 8 years with enough income to have a great lifestyle and travel the world.

David called this our “retirement runway” and he designed a financial plan to help us achieve our retirement goals. We are now happily retired and spend most of our time planning our next holiday. With Davids advice and guidance we managed to retire with more financial capital than we expected, and one year earlier than we had planned. It’s a fantastic outcome and we could not have achieved this without Davids high quality advice and professional ongoing service.

Michael & Allison Taylor

Working with Executive Wealth Solutions has completely changed our concern relating to investment risk. We were very concerned about the possibility of large negative investment returns, and how this would effect our retirement capital.

Davids approach to diversification and risk minimisation strategies has put our mind at ease. David considers all potential scenarios that investment markets could deliver, and explained to us different strategies to deal with each scenario. We no longer view investment risk as a threat. In fact David has shown us how to turn this into an opportunity to improve our long term investment returns. Having this level of professional wealth management provides us with security and peace of mind in retirement.

Tony & Maria Garcia

I couldn’t be more grateful for the expertise and guidance provided by David. As someone who wasn’t entirely sure about how to best manage my superannuation, I was feeling overwhelmed by all the options and complexities.

David took the time to explain everything clearly, helping me understand the importance of making strategic decisions with my super for long-term security. His advice on investment options, contribution strategies, tax strategies, and risk management has put me on the right track. I now feel confident that my super is working hard for me, and I have peace of mind knowing I’m heading towards a comfortable retirement. I highly recommend David to anyone looking to get the most out of their superannuation!

Susan Wilson

I am incredibly impressed with the portfolio construction and investment selection advice provided by David Lenarduzzi.

David took the time to understand my financial goals, comfort levels, and time horizon. He then designed and recommended an investment portfolio that perfectly aligns with my needs. His careful selection of investments and strategic approach to diversification has given me the confidence to know that my portfolio is positioned for both growth and stability. I truly appreciate his clear communication, thoroughness, and ongoing monitoring and review service. I highly recommend David to anyone seeking expert guidance in building an investment portfolio suited to their future needs.

Geoff Anderson

If your idea of a dream retirement is spending most days trying to manage changes to superannuation rules, legislation, tax rules, economics and investment markets, then managing your own wealth sounds perfect for you.

For anyone like us who enjoys spending their retirement with family, friends, hobbies, going on holidays, and generally living a stress free life, I recommend you speak to David Lenarduzzi for financial advice. David’s knowledge, skill and wealth management service is both professional and comprehensive. While there are many benefits provided by David’s wealth management service, the greatest benefit for us has been “more time”. Apart from doing our review meetings with David, we don’t spend any time at all managing finances, and our finances have never been in better shape. We just spend our time enjoying retirement.When we first started working with David a number of years ago, David said “a professional wealth management service will improve your quality of life”. At the time we didn’t understand what he meant by this. We do now!

Damien & Marilyn Pollard

Following the sale of our business, we found ourselves in a fortunate position where we had substantially more capital than we needed for our retirement and future. At the same time our children were struggling under the weight of large mortgages and education expenses for our grandchildren.

We wanted to help them, however, we also worried that providing large lump sums may destroy their motivation and ambition to achieve their own personal goals. David’s advice was invaluable. He took the time to understand our key objectives, the family dynamics, and everyone’s financial position. He then developed a plan which included the gradual transition of wealth, tax minimisation strategies, and most importantly education and goal setting for our children. It gives us great peace of mind to not only help our children financially, but to also know that our children will have knowledge and experience with financial matters, so they can preserve and protect our legacy for themselves, their children and future generations.

Testimonials

TESTIMONIALS

Rod & Mary Monahan

Michael & Allison Taylor

Tony & Maria Garcia

Susan Wilson

Geoff Anderson

Damien & Marilyn Pollard

Grant & Melissa Williams

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