Davlin Wealth Management

I had a fantastic introductory call with David at Davlin Wealth Management. Even though it was only 15 minutes, he provided clear, insightful advice that addressed my concerns and helped me feel more confident about my financial plans moving forward. His professionalism and knowledge were immediately apparent, and I look forward to continuing to work with him. Highly recommend!

Very happy with Davlin, David and staff, the re-finance process assistance and updates were very good. Positive outcome achieved with better interest rates and IO loan.

As we enter retirement we are grateful to David Linco and his team at Davlin for their financial planning advice and assistance. Over a fifteen plus year period, the team at Davlin have delivered on every level: Superannuation strategies, Investment property portfolio as well as financial planning. Personal, thoughtful, always looking to better your position, David is also a wonderful person. His advice put us on the path to financial independence.

We have had the pleasure of working with David and his team for the past few years, and our experience has been nothing short of excellent. From the outset, David demonstrated a deep understanding of our financial goals and aspirations. He took the time to listen attentively to our needs, assess our current financial situation, and then crafted a comprehensive plan that aligned perfectly with our objectives.

One of the standout qualities of Davlin is their professionalism and commitment to client satisfaction. They have always been prompt in their responses, thorough in their explanations, and proactive in keeping us informed about any changes or opportunities in the financial landscape that could affect our investments.

Moreover, their expertise in financial planning is truly commendable. They have a knack for simplifying complex financial concepts, which made it easier for us to grasp and make informed decisions. Whether it was investment or superannuation strategies, David provided clear guidance that instilled confidence in our financial future.

In addition to their technical proficiency, Davlin also possesses a genuine concern for their clients' well-being. They took the time to build a personal relationship with us, understanding not just our financial goals but also our values and priorities. This personalised approach made us feel valued and assured that our financial future was in good hands.

Overall, we wholeheartedly recommend David and his team to anyone seeking a dedicated and knowledgeable financial planner. Their expertise, professionalism, and personalised service have made a significant positive impact on our financial journey. We look forward to continuing our partnership with Davlin for many years to come

David is really good and helped me with my financial situation and planning for the future. He is good at explaining things.

David and the Davlin team provided us with clear and concise retirement planning advice that we desperately needed and look forward to implementing in the near future.

We have no hesitation in recommending Davlin Financial Planning for all your financial advice.

Being new to seeking support with our personal finances David took us by the hand to help us navigate this field amazingly. He went above and beyond providing clarity, laying out all of our options and showing a genuine interest in our family's well being along the way. I would highly recommend David and will continue to lean on his expertise and guidance as we make our way through other major financial life decisions along the way.

David and his team assisted in commencing my wealth journey by helping to consolidate my finances, and led me through the process of purchasing my first home with their in-house mortgage broker (also named David!).

I went through Davlin Wealth Management when purchasing my first home. They made the whole process really easy and I also enjoyed it! I called them recently about trying to reduce my interest rate as it's gone pretty high due to all the increases. They were able to get it down considerably in just a day of calling them! Their support has saved me lots of time and money. They were very professional but more importantly, were good people. I’ve always felt they have my best interests at heart. I’m very thankful David Miezis, David Linco and all the team at Davlin Wealth Management.

David provided very valuable advice on my financial situation. He is very patient on all of our questions, very helpful. He gave us guidance which we will follow in the following steps of our financial decisions.

My experience with Davlin Financial Group has been positive from the very beginning in 2009. David has answered my many questions and took time to discuss any concerns over my property portfolio and superannuation. I’m very happy with the team, so much so, that now both my children’s finance’s are looked after by Davlin and my son now entering the property market. I look forward to a continuing association. I would recommend David and his team to anyone looking for excellent financial advice /planning.

"We sought David's help on recommendation of a business colleague. David has an extensive knowledge in all financial aspects and was very thorough and took the time to listen and help us understand. No question was considered unintelligent, and he always ensured we completely understood his explanation. We now have a much better understanding of our future towards retirement, peace of mind and it was all done very easily through the comfort of our own home via zoom. Highly recommend David and his team.

Davlin Wealth Management has been in our corner since 2008 and have gone above and beyond for all our financial needs from buying/selling properties, retirement planning to accounting. David Linco is someone we trust wholeheartedly and we highly recommend him and his team.

David has for over a decade provided valuable insight into financial management of my superannuation funds, property investments and now retirement planning. During that time he has maintained objectivity allowing me to diversify my investment strategies to include those not directly managed by him and also provided tax advice through his capable partners and my period of time with freelance work opportunities as well as standard PAYE employment and appropriate employment tax deductions. He is now managing the transition of my wife and I into our retirement phase and I am appreciative of the ongoing counsel and advice which comes from a holistic perspective and considers my work / life balance into the future.

I found David to be professional and personable. David was able to quickly analyse my financial position and propose good strategies for wealth creation, increased cashflow and restructuring debt. I feel more confident about my current and future investment decisions now.

I have been with Davlin Wealth Management since 2006. Davlin has assisted me initially with investment strategy, then into retirement planning and now managing my superannuation and nest egg. My biggest concerns when I have someone looking after my financial future are trust and communication. Knowing that David Linco and his team are looking after my finances helps me sleep at night. David's wealth of industry experience is backed by excellent research resources. Together they achieve the best possible outcomes for me and I am sure for the rest of his clients as well. David goes to great lengths to understand what I am trying to achieve and then explaining how best we can get there. His options and recommendations are always sound and his explanations are simple enough that even I can understand them. We communicate regularly which helps me understand how we can get through these turbulent times. With David it feel like I am part of his extended family whose finances he is looking after. I couldn't recommend Davlin Wealth Management highly enough. I am sure anyone looking for a financial adviser who they can trust to do the best for them would find the same.

David has been our financial planner since 2011. In that time he and his team at Davlin have guided us to a successful retirement. His knowledge, expertise and his willingness to listen and act on any question or concerns we throw at him is amazing. They always follow up on anything they say they will do, which in itself is a testimony to the great person and team that David has around him. David also has regular webcams on topics of relevance free, which is not only rare these days but the content is up to date, interactive and very informative. Davlin is a large family of like minded people and every year they have a great Xmas lunch which allows people to come together. Barbara and I would highly recommend Davlin Wealth Management to anyone looking for professionalism, honesty, integrity and a personal touch in planing their next steps in wealth creation and management

David is very knowledgeable and helpful in guiding us towards retirement, highly recommend his services.

David and his team have provided my wife and l a blueprint for an active retirement. I highly recommend him to anyone looking to enjoy retirement with the funds to do what they really would like to do. Tony & Gail QLD

I found the team at Davlin on point with professionalism and skill, A pleasure to work with.

David's support was timely, professional and just what we needed, when we needed it.

My wife and I have worked with David and the Davlin team for a few years and have found his assistance and communication to be excellent. Its nice to have a great team on your side to prepare our financial position leading up to retirement. He has been able to explain the different stages of retirement, what we should be doing with investments, insurances, wills and diversification in our investment types. Recently we have been meeting and discussing the financial modelling in preparation for retirement in the years to come, they have discussed and challenged our thinking as well as provided concise information and plans for the future to ensure we can maximise our investments and set up for comfortable and secure retirement plan into the future. thankyou David and the team at Davlin Wealth, regards Anthony & Marieanne

I’ve been using David for the last 15 years, initially to set up, & then later to refinance my loans. Recently, I ran into some issues when it came to settlement time. I was up against one of the Big 4. There was a discrepancy about the fixed interest rate I’d be paying. The loan docs concurred with my online accounts, but the bank, post-settlement, said the rates had gone up. I wasn’t confident this would end happily for me. But with David’s input, support, & expert advice, I managed to achieve the positive outcome I was looking for. Thanks mate.

We knew David for some time before seeking his financial management skills as we move to retirement. David was brilliant in understanding our needs and building a plan for future financial freedom. It came with a bit of hard work on our part but we now have a plan to reach our retirement goals in the next 7 years.

Once again we thank the amazing Davlin Team who have assisted us through another 12 months of financial growth. We were introduced to Davlin 14 years ago and during this time they have steadily progressed us with retirement modelling where we see them as a professional and sincere organisation. This has included superb brokerage services in building and servicing our property portfolio, taxation, superannuation and annual financial reviews to ensure we can successfully retire on our planned dates. The entire Davlin team assist David Linco in the preparations for these annual reviews with up-to-date information and fact finding with significant detail for us to make sound decisions regarding objectives for the next twelve months. We highly recommend, without any hesitation, Davlin to anyone in their retirement modelling. We strongly believe that we are in the best and safest of hands with Davlin regarding our financial wealth management. Kind regards, Mary and Rob van den Dolder

David and his team were able to look into our financial position and give recommendations about our superannuation needs and whether we had adequate insurances which we did not. He gave us a better understanding of how this works. We are presently getting help with financing a Investment property and setting up the mortgage properly. David has been attentive to our needs.

David took the time to deeply understand our situation, aspirations, and capacity in crafting our finanical plan. We're really thankful to David and the Davlin Wealth Management team.

David Linco from Davlin Wealth Management has been my financial advisor for nearly 5 years, during that time I have found to be very knowledgeable and informative and I have been very happy in the way has been looking after my finances. He is always available and able to answer any questions and always provides me with good financial advice in order for me to make the best informed decision regarding my finances.

So thankful to have David leading the way on our path to wealth management. Looking forward to the journey

Midway through the 2021 Covid lockdown in the ACT and NSW, we sought help from Davlin to secure the refinancing of our investment property loans. Our existing loans were about to mature and because of our age the provider was unwilling to consider refinancing the loans under the same repayment conditions of interest only. Our financial circumstances had not changed – but unfortunately our age had! Davlin staff took on the task with confidence and promptly began a lengthy process of investigations and negotiations. They provided us with regular updates and guided us carefully through the preparation of supporting documents and other actions required. A financial institution which would accept our situation was eventually identified. Within a short time we were surprised when presented with a markedly improved package of loans. A significantly lower interest only rate with an extended life of the loans was sourced and was well beyond what we had ever anticipated. For us, the increased positive cash flow in our retirement years is a big plus. Davlin did its best to ensure there were no outstanding requirements with the new or the old lender. Most importantly, they helped reduce personal stress and anxiety at a time when entering a bank to sign documents could have been a life threatening move. Fortunately there were minimal bumps in the loan application process but Davlin sorted those quickly. Their thorough and detailed management of this process was much appreciated and we would be more than happy to recommend their services. Many thanks to all involved.

David was very professional in his approach with my situation. He put my needs before his own in the fact the direction he steered me, meant more $$$ for me and less for him. I found David great to work with in regards to him giving and me understanding his advice. It was all about me and how I could improve my financial standing for the future.

David has been excellent in his advise to us. We approached him to help us plan for the future. He is always well prepared and has always followed up with anything that required attention. Would not hesitate to recommend him.

David was fantastic. After understanding our situation David gave us great advice in a clear & simple way. We highly recommend!

I have known David for many years, he has provided me great financial and investment advice which I have respected and done well from more importantly is his professionalism and honesty thank you David and all your Team

Polite, professional, sharp as a tack and surrounded by good people. We look forward to many years of growth and accountability with David and his fine team.

Thank you David and the Davlin team for your professionalism, attention to detail and patience.

You've helped me to better understand my financial situation, my goals and how I can achieve them in a more efficient and effective manner. I thank you for taking that extra time to explain things in a way that just makes sense.

Having your support and knowledge has helped me and my situation substantially.

David and his team provide us with clear advice on all our financial affairs and have supported us through our investment journey and continue to do so in our retirement.

We have been clients of David's since 2002 when he arranged our finance for our first investment property and he became our financial adviser at the same time. We then moved interstate after some years and used a local financial advisor from the area we moved too. We were looking at refinancing our investment loans and received correspondence from David's office regarding refinancing loans. We worked with them and they found a very good deal and even though we are in another state we have re-engaged David as our financial advisor and Zoom meetings are working well. David is always approachable and helpful, willing to explain things until he is sure we understand them and offer the best advice for our situation.

We spent nearly 20 years building wealth through investment properties. During much of that time David Linco gave us plenty of help in managing our seven properties and financial planning. We are now retired comfortably with the help of our wealth creation. Thank you for everything, David, and for your friendship. We are delighted to hear of your ongoing and careful expansion. Keep us in the general information loop so we can enjoy following your progress.

For the past 20 years I have relied on David and the Davlin team for trusted financial advice. Last year, David and his team assisted me in securing a home loan in a challenging environment and, following my recent 6-monthly review, helped me secure a great interest rate. He has also done a great job helping me manage my superannuation, insurances and investment property mortgages. Most importantly, David has kept me focused on my strategy for wealth creation. As retirement draws, this is more important than ever. I highly recommend David for professional and independent financial advice.