Who we help

At Knightswood House we specialize in working with successful business professionals with a passion for life. We love to work with people with big dreams and clear goals. This allows us to provide the highest level of service to our clients so we can really make an impact on your customized financial plan.

We can help build a framework so you can make informed decisions about your life and your finances. Instead of taking up time counting your money you can focus on making your money and your time count.

We have clients all over Australia and can work with you remotely or in person at our offices in North Sydney.

Mike and Hilary

‘We recently sought David's expertise to reconfigure our SMSF as we began our journey to enter the retirement phase of life. From our initial meeting, through the engagement phase and now operating in full swing, David and his team at Knightswood have been thoroughly thoughtful and professional in providing sound financial advice and a solid plan. David always makes himself available and speaks a ``financial language`` that ensures we understand our financial plan, and enjoy a level of comfort through well considered and informed decisions. We highly recommend David and the Knightswood House team to be your financial expert advisors.’

Teresa

‘I have received comprehensive, thoughtful, honest, professional financial advice for around 10 years. I greatly value the time and care that goes into making sure that I understand and feel comfortable with my financial plan, and that I am able to make informed decisions.’

Alexia

‘Wealth of knowledge and experience!’

Richard & Fay

‘We are confident with David and trust his guidance. We are happy to leave many of the decision to him, but appreciate being included and informed’

Anne

‘David saves me time. He understands retirement planning is my major goal and is across all of the superannuation legislation.’

Brian

‘I have been helped all the way by David. This allowed me to retire early to care for my family.’

Jeff

‘David has steered me through the final two decades of my working life and into a comfortable retirement.’

John

‘David has given me confidence that I will have a good lifestyle.’

Tim

‘David helps me blend my ideals with my wife and find a common path to secure our future.’

Judi

‘David provides a sounding board and support for our financial affairs.’