David Thompson has been looking after our finances since 2007, and we have been more than happy to follow him in his move to Rowland Financial Advisory.
We first met with David after being referred to him by our accountant, as we needed financial direction and advice to provide for our needs and aspirations at the end of our working lives. David formulated a plan and explained the long-term benefits in detail in an easy to understand manner.
From there, we went on to form a trusting relationship which is still in place. He has always made himself available to assist with ongoing advice when required and his attention to detail and follow up is second to none. We have now reached Retirement and are enjoying our ideal lifestyle thanks to David. His expertise in relation to Superannuation and Centerlink systems has made this transition painless.
We have been privileged to recommend other people to David without reservations, and have no hesitation in recommending David’s services to other people in need of good, sound advice.
Our sincere thanks, David.