FinChoice Financial Planning - David Taylor
| Address | 59 Canterbury Rd, Canterbury VIC, Australia | ||||||||||
| Phone | +61 403 189 798 | ||||||||||
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| Website | www.livewellfinancialplanning.com.au | ||||||||||
| Categories | Financial Consultant, Insurance Broker, Investment Service, Superannuation Consultant | ||||||||||
| Rating | 5 7 reviews | ||||||||||
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FinChoice Financial Planning - David Taylor reviews
7 Highly recommend John Blyth re his professionalism and knowledge in Financial planning for our retirement
John has an abundance of experience offering financial options and strategies in being able to address our current situation and needs. We are continually updated, he is very clear in his explanation of our financial plan; very approachable, positive and punctual
Thanks John for your ongoing support I feel very comfortable and secure.
Highly recommended.
This is quite a complex topic for me and I’m very glad I had David to help guide me through it.
He’s very knowledgeable, with a wealth of financial experience and quick to reply with any questions I had.
Very happy client.
From the first time I met David I felt he really understood where I was and where I wanted to be. He just gets it; he doesn't try to bamboozle you with jargon.
I have highly recommended David to several close friends and would happily continue to do so.
Thanks for everything David!
I sought David's help well before I started searching for my first home. He put me on track and kept me accountable with monthly cash flow coaching. I could not have done this without his help and would recommend anyone wanting to achieve the same results.
After refinancing our home we seeked David's advice to review our Superannuation. We found that we were able to consolidate and save and would not hesitate recommending him to our family and friends.
David has succeeded in helping me learn how to manage my finances; I feel very fortunate that I was introduced to him. His great coaching style and supportive, positive attitude has enabled me to change my attitude to money and the bad habits I’d picked up over many years of over-spending! Highly recommended
I had a particular issue within my SMSF and needed to seek out a Financial advisor. After contacting a few with little support I reached David Taylor who was able to help resolve my issue. I feel without David's experience and advice I would still be stuck with my original problem. David conducts himself in an very professional manner with a focus on clients and communication