<span data-metadata=""><span data-buffer="">Enjoying the Ultimate Retirement Lifestyle
Realising your retirement dreams
Retirement is a time to embrace a new chapter of life, and enjoy the fruits of your labour. We'll help you design a retirement lifestyle that reflects your passions and aspirations, ensuring your financial resources support your dreams and provide lasting security.
Live the Retirement You Deserve
Enjoying the Ultimate Retirement Lifestyle with Financial Confidence.
Design your dream retirement lifestyle, then develop a financial plan to achieve your goals.
Develop your tailored superannuation strategy to build wealth and minimise tax
Comprehensive and Proactive ongoing service tailored to your personal lifestyle and financial goals.
Design your dream retirement lifestyle, then develop a financial plan to achieve your goals.
Develop your tailored superannuation strategy to build wealth and minimise tax
Comprehensive and Proactive ongoing service tailored to your personal lifestyle and financial goals.
Your Financial Journey Starts Here
At Executive Wealth Solutions, we believe in a clear and collaborative approach to financial planning. Our process is designed to empower you with the knowledge and confidence to make informed decisions and achieve your financial goals.
Understand your situation
Through a detailed data collection form and an initial consultation, we gather essential information about your financial situation, goals, and aspirations. This helps us build a strong foundation for your personalised financial plan.
Design a bespoke financial strategy
We carefully analyse your information and conduct thorough research to develop a comprehensive financial strategy.
Present your statement of advice
We present you with a clear and detailed Statement of Advice, explaining every aspect of our recommendations. We ensure you feel confident and comfortable with the proposed plan before moving forward.
Put the plan into action
We assist you with all the necessary paperwork and ensure the seamless implementation of your financial plan, handling all the necessary details.
Ongoing review, monitoring, and optimisation
We provide ongoing support, continuous monitoring, and regular reviews to ensure your plan remains aligned with your evolving needs and goals.
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
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
How can I make my retirement savings last?
We’ll help you develop a sustainable withdrawal strategy and manage your investments to ensure your retirement funds support your lifestyle.
What are the best ways to minimise tax in retirement?
Our advisers can help you optimise your tax position and maximise your retirement income.
How can I protect my assets from unexpected expenses in retirement?
We offer strategies to safeguard your wealth from potential risks, such as inflation and tax.
What are the benefits of gifting assets to my children or grandchildren?
Gifting can be a tax-effective way to transfer wealth and support your loved ones. We can advise on the best strategies for your situation.
How can I ensure my retirement is fulfilling and enjoyable?
We’ll work with you to create a retirement plan that aligns with your passions and chosen lifestyle.
