Lindsay and Leigh Ludwig (Builder and School Teacher, Gold Coast)
Our accountant referred us to Elodus and David Pidcock close to 10 years ago. During this time it has been very refreshing to work with a financial adviser who is truly interested in our particular needs and circumstances. We are always impressed with the time David takes to get a feeling for where we are in life, his depth of knowledge and the common sense approach he takes in looking after our financial future. He has created, and continually monitors, a plan tailored specifically to suit our current and future needs.
Working with David is not only limited to us, as we often find ourselves contacting him for advice about the financial needs of our young adult children. David understands our life goals and the importance of our children in our financial plans.
He has also become a friend and we often think with great fondness and a laugh about some of the family stories that we have both shared about our children. We are not just clients but have been made to feel as an integral part of both his personal and professional life.
David has certainly guided us down the right path. He and his staff offer great practical advice, excellent planning and have provided direction for our family. We have always felt absolute trust in the actions of David and his team. They are incredibly professional and efficient but also have a caring and friendly manner.
David has guided us through times of employment, managing a business and finally to a self-funded retirement. We thank him for helping us achieve our financial and lifestyle goals.