David Taylor - Financial Adviser

It is now over a year since my wife and I engaged David Taylor to provide what we regard as the most important service relevant to our lives now and in the future the management of our investments and superannuation fund. We could not be more delighted in the outcome. Following the global financial crisis and the exposure of many negative issues associated with the financial services sector I viewed the engagement of an advisor with considerable trepidation, but was in a position where continuing to do it myself was not an option. Like many, my concerns about receiving advice I could trust, along with market volatility, led me to keeping my funds in cash for too long term deposits were good for me during the GFC but in the longer term rates were sadly lacking. After embarking on an onerous process of evaluating my options, I selected Morgans as my preferred advisors a decision I arrived at after receiving submissions from a range of wealth managers and banks. I had also used Morgans some years prior to this when in business. We were introduced to David Taylor and, as a result now have peace of mind and confidence that we are being looked after by an advisor who cares for our money as he would his own and who has produced results that far exceed our expectations. David has displayed a depth of knowledge that has been used to our considerable advantage, is immediately accessible and has been realistic and honest in being able to accurately define our position and goals producing and maintaining a portfolio that has performed at a consistently high level. While market volatility and negative economic events around the world will always produce highs and lows, we feel very comfortable that David is always doing is best.He is highly recommended. Rodney Spence PS.Following the writing of this testimonial the world was struck by the Corona virus creating great uncertainty and fear regarding performance of markets and superannuation funds. David has been a pillar of strength keeping us on track with sound positive advice, support and friendship. The performance of our portfolio, in spite of high volatility has substantially exceeded our expectations.
Jul 9th, 2020

David is great to work with. He has great knowledge and understanding of all key aspects of financial planning. David looks for a total financial planning solution and isn't interested in making a quick dollar. He takes the time to understand what you are wanting and trying to achieve that and then tailors a solution to fit.
Nov 12th, 2019