Davlin Wealth Management

Linda Goodwin 9 months ago

After many hours of research, emailing and calling various advisors, we finally chose David. From our very first conversation, he was clear, thorough and incredibly patient, happily answering the countless questions we had. His advice has given us the confidence to move forward with strategies that are already increasing our financial potential and bringing an earlier retirement within reach. We highly recommend speaking with David if you’re ready to put your money to work for you. It’s been a steep learning curve but thanks to his guidance, we now feel confident that we’re on the right track.

Ivonne Rother 11 months ago

I had a very informative and straight forward meeting with David at Davlin Wealth Management. David gave me clear and insightful advice tailored to my concerns and needs. I left the meeting with more confidence and guidance on how to move forward with my financial plans. I can highly recommend David. Thanks for your knowledge and clear advise.

Annie Delaine a year ago

We first engaged David Linco from Davlin Wealth Management when I was in the process of cutting back on work and my husband had retired. Our finances where complicated with a few properties invested some doing ok and some doing not so well and large debt. David helped us confidently negotiate this road and manage the transition to us both being retired and in a comfortable position to enjoy our next chapter. We live in South Australia and where able to have our meetings with David from the comfort of our home using a computer video meeting forum. David was a delight to work with and we where sad to say goodbye as we are now in a position to manage our own affairs. We sincerly wish David and his team well and highly recommend them to anyone wishing to use a finaical planner.

John Fisher a year ago

I’ve had a fantastic experience with Davlin Wealth Management. They helped me refinance to a much better rate and also secured the financing I needed for a new investment property — the whole process was smooth, efficient, and stress-free. On top of that, they took the time to review all our insurances, making sure we had the right level of cover in place for every stage of life. It’s clear they genuinely care about protecting their clients and making sure we’re set up for the future. I can’t recommend Davlin highly enough — professional, knowledgeable, and always a step ahead.

Robyn van Yzendoorn a year ago

David has been fantastic in helping me achieve my financial goals. He gives clear, practical advice and is always proactive in finding ways to improve my financial position. I feel much more confident about the future thanks to his support. Highly recommend!