Darrin & Ros Rackemann (Peanut Farmers and School Principal, Coalstoun Lakes)
David and his team began working with our family to address succession planning. All three families worked closely with David, continuing from the succession planning into individual, personal goal setting and retirement planning. Our family situation is complex but David handles our situation gracefully and professionally. He has committed a great deal of time to travelling to our property in Coalstoun Lakes in order to completely understand our current situation. At all times, each family member has been made fully aware of the choices available to them and felt no pressure in having to make immediate decisions.
David ensures goals are set and benchmarks are clearly outlined; we are always updated on the processes being undertaken. We are invited to reflect on these decisions with the friendly Elodus team, as well as in our various meetings throughout the year. David is dedicated to providing the vey best service and advice around all aspects of the financial industry and has proven time and time again that he will go well beyond the expected boundaries of other financial planners.
Elodus has allowed our diverse family to feel confident of our future, become better organised and feel we are moving forward. David and the Elodus team have taken the worry out of our lives and have enabled us to focus on a bright future.