Get independent financial advice that connects your super, investments and wider wealth to the retirement you want.

For Australians approaching retirement, Executive Wealth Solutions designs, implements and reviews a tailored financial plan around your circumstances.

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Independent advice, from strategy to implementation.

We take time to understand your financial position and the retirement you want. Your advice sets out a tailored strategy, with support to put it into action and review it as your circumstances change.

  • Independent financial advice
  • Fee-for-service model
  • Implementation and ongoing review

What clients say

“David has provided us with financial advice of the highest quality”
Mr P & Mrs H BeaumontClient testimonial (excerpt)
“David helped us navigate selling our business”
Mark & Susan PattersonBusiness-sale clientsClient testimonial (excerpt)