Our Clients

I am thoroughly impressed and delighted with the support and service that I have received from the team at Pacific Advisory. Their professional and pleasant approach gives me confidence that my financial future is in great hands. David made an effort to thoroughly understand my lifestyle and business goals and delivered a financial strategy that was extremely considerate of my needs. It is apparent that the client’s best interest is their priority and they always deliver on what they say they will do. It is an absolute pleasure to deal with the Pacific Advisory team.

Susan, Management Consultant, Sydney

Integrity, clarity and knowledge - these are top of my list when I'm looking for practical financial advice, and David has them in spades. From the start, David's quietly confident approach reassured and guided us through planning and decision-making. David works to develop a real understanding of his clients, and their priorities, and I have recommended him - off-line - several times in the few months since we first met.

Gay, Business Owner, Sydney

As an IT Professional with a young family it is hard to focus the attention on my finances that is needed. My financial portfolio was spread out all over the place, so it was refreshing that David and Kate understood my needs and were able to structure their services to provide me with the full coverage of insurance, mortgage, superannuation and financial advice I need. I now have a one stop shop and I love it! I have recommended Pacific Advisory to a number of my colleagues and will continue to do so. I strongly urge people in a similar situation to have a chat to David, Kate and the team at Pacific Advisory. They have finally made managing my financial portfolio easy.

David, IT Professional, Canberra

David is clearly the best Financial Advisor I have had dealings with. He provides clear and concise recommendations based on very sound judgement. I have already recommended David to a number of my closest friends.

Vic, Business Mentor, Sydney

I found it very rewarding working with David to develop a financial roadmap for my future. His dedication to providing me with financial peace of mind was evident from our very first meeting. I would highly recommend David to anyone who would like certainty in their financial future from a professional with a hands on approach.

John, Project Manager, Sydney

David has provided sound financial advice to me and others I know. He has shown an excellent depth of knowledge of his subject. David has always responded quickly to queries raised and actioned his undertakings.

Dennis, Accountant, Sydney

Everybody was exceptionally polite, courteous, friendly and completely professional during the entire process of organising my finances. I couldn't be happier with the help and support of the whole team.

Dianne, Executive Assistant, Sydney

David has excellent service skills and he is extremely efficient. He is open, patient, trustworthy, and knowledgeable in financial planning.

Ian, Business Owner, Sydney

I found the team at Pacific Advisory very friendly and professional. My first introduction meeting was very informative and made me understand just how important it is to get my future financial needs under control. At my next meeting I was presented with my Statement of Advice - a very detailed and informative document explaining how Pacific Advisory will protect and grow my superannuation to its full potential. I'm very grateful to the Pacific Advisory team for giving me confidence in my future finances.

The service I received from the team at Pacific Advisory was great. There are not a lot of people out there that are as caring and as nice, so thanks for making the effort to spend time with me to understand my situation.

Lillian, Retiree, Sydney