What our clients say...

"David Ivanfy was suggested to us by our credit union branch manager when I was very stressed with work and my wife was concerned about my health. We did not have a lot in super, but after one interview with David we could see our way clear for setting a date for retiring.

A few more interviews were held before retirement and I was then free of work and the stress. We self-funded for about 18 months and then, with David's further advice and assistance, I submitted my application to social security and was able to get the aged pension and all the financial benefits and discounts. My health has improved and we enjoy our hobbies; caravanning, travelling to see our children and grandchildren, and most importantly we do not have to worry about our finances.

David's availability, advice, and assistance has been greatly appreciated by us and we have recommended his services to our friends."

G & J Petersen

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