If you are looking to better manage your wealth, then you have come to the right place. Whether you are looking to buy a home, grow your business, review your super and insurances, build a property investment portfolio or approaching retirement, we can help you make a decision that will progress your wealth position.
Our goal is simple. We aim to help you understand your wealth position and present alternative strategies to help you reach your financial goals. Through our accounting, financial planning and mortgage broking divisions we are able to share ideas, learning resources and critically assess your wealth position with clear recommendations.
Our goal is simple. We aim to help you understand your wealth position and present alternative strategies to help you reach your financial goals. Through our accounting, financial planning and mortgage broking divisions we are able to share ideas, learning resources and critically assess your wealth position with clear recommendations.
Reviews (9)
Patrick Batiste
Oct 09, 2021
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David was very professional in his approach with my situation. He put my needs before his own in the fact the direction he steered me, meant more $$$ for me and less for him. I found David great to work with in regards to him giving and me understanding his advice. It was all about me and how I could improve my financial standing for the future.
Paul Edwards
Sep 27, 2021
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Jody Mcphail
Aug 22, 2021
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Jessica Loh
Jun 24, 2021
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Thank you David and the Davlin team for your professionalism, attention to detail and patience.
You've helped me to better understand my financial situation, my goals and how I can achieve them in a more efficient and effective manner. I thank you for taking that extra time to explain things in a way that just makes sense.
Having your support and knowledge has helped me and my situation substantially.
You've helped me to better understand my financial situation, my goals and how I can achieve them in a more efficient and effective manner. I thank you for taking that extra time to explain things in a way that just makes sense.
Having your support and knowledge has helped me and my situation substantially.
Richard Ludlow
Apr 26, 2021
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We have been clients of David's since 2002 when he arranged our finance for our first investment property and he became our financial adviser at the same time. We then moved interstate after some years and used a local financial advisor from the area we moved too. We were looking at refinancing our investment loans and received correspondence from David's office regarding refinancing loans. We worked with them and they found a very good deal and even though we are in another state we have re-engaged David as our financial advisor and Zoom meetings are working well. David is always approachable
MrIluvoz
Apr 05, 2021
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Having completed the transition to retirement phase we now enter retirement, the penultimate phase of our lives. With Davlin Financial Planning we start retirement fully aware of all the great possibilities life has for us. Thanks to David Linco who sat down with us every year (since 2009), we feel we are on the right track. We would probably be left behind or on the wrong side of the tracks without helpful advice from our financial planner. The training he has prepared us to enter retirement generating wealth along the way.
James Fitzgibbon
Mar 17, 2021
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For the past 20 years I have relied on David and the Davlin team for trusted financial advice. Last year, David and his team assisted me in securing a home loan in a challenging environment and, following my recent 6-monthly review, helped me secure a great interest rate. He has also done a great job helping me manage my superannuation, insurances and investment property mortgages. Most importantly, David has kept me focused on my strategy for wealth creation. As retirement draws, this is more important than ever. I highly recommend David for professional and independent financial advice.
Dr. Sue Bettison
Mar 10, 2021
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We spent nearly 20 years building wealth through investment properties. During much of that time David Linco gave us plenty of help in managing our seven properties and financial planning. We are now retired comfortably with the help of our wealth creation. Thank you for everything, David, and for your friendship. We are delighted to hear of your ongoing and careful expansion. Keep us in the general information loop so we can enjoy following your progress.
R. H.
Mar 06, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I found David to be professional and personable. David was able to quickly analyse my financial position and propose good strategies for wealth creation, increased cashflow and restructuring debt. I feel more confident about my current and future investment decisions now.
I found David to be professional and personable. David was able to quickly analyse my financial position and propose good strategies for wealth creation, increased cashflow and restructuring debt. I feel more confident about my current and future investment decisions now.
