What our clients say...

"My wife and I count ourselves as most fortunate to have met David Ivanfy. Prior to that, we had experienced dissatisfaction at the lack-lustre approach of our previous financial planner regarding our Centrelink pension entitlements, superannuation strategy and the investment of our finances.

From the outset, David stood out for his attitude, knowledge and understanding to meet our needs. It soon became evident that his keen involvement of the financial market and his personal attention to our individual needs certainly set him head and shoulders above the run of the mill of others in this field of expertise.

Whilst taking note of our conservative financial investment wishes, he still managed to steer our finances into markets that resulted in handsome growth and worthy returns to us. Early in our relationship, it became evident that he was carefully, constantly studying the financial world's activity directions, perhaps more so than some other financial planners within other corporations thus his knowledge and resultant advice has been exceptional.

We are very comfortable in recommending David Ivanfy as a sound and practical financial planner."

R & F Doherty

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