Andrew & Nadia
"We have known Lloyd Davis-Slade as the Managing Director of Assert Wealth for near on three years.
In that time we have observed that it is rare to meet someone as organised and calm as Lloyd Davis-Slade. He always knew exactly what our client file consisted of and our future needs, and where we need to be in our retirement. Nothing seemed to faze him, no matter how demanding and time constrained we were as clients. He was a sea of calm amongst the chaos, tackling each task with a smile and most importantly kept us informed throughout every step of the processes.
I particularly remember the first meeting we had where Lloyd Davis-Slade made himself available, outside of normal business hours to initially take us through setting up our future Self-Managed Superannuation Fund. At that meeting, Lloyd made us feel comfortable and had an outstanding demeanour and was definitely more than approachable, professional and possessed knowledge beyond expectation.
Together with his team of Professional Masters, Judy Martin (Property) and John Piras (Finance) we have the utmost confidence that our future finances are being managed exceptionally well and providing us the peace of mind needed in a fragile economic environment."