The Updated Investor Pty Ltd - Five Dock (NSW)

5 /5 Andrew Hall: Mr David Haseldine operates a Financial Planning business named The Updated Investor. He operates from offices in Five Dock and lives locally. My wife and I have used the his services for approximately 4 years. We have found David to be very knowledgeable about finances and business in general. He operates with honesty, integrity and endeavours to achieve the best financial outcomes for his clients. We have found him easy to communicate with and he makes himself available to meet regularly to discuss the performance of our portfolio. We have no hesitation in recommending David if you are looking for a Financial Planner. A & C Hall

5 /5 Mandy Le: So happy to have David as our financial planner. He is very good with communication, letting us know what he is doing with our money and takes the time to explain all the regulations and tax implications. We are relieved to have left our previous one who took exorbitant fees and didnt really do much or say anything.

5 /5 Trish Hickey: Dave Haseldine has managed my financial affairs for the last 14 years. In that time he has provided me sound advice that has assisted me in obtaining the best possible financial outcomes. He is professional, honest and ethical and is an excellent communicator. He is always available for consultation and shows a genuine interest in me as a client. I highly recommend him

5 /5 Christine Blackeby: David Haseldine from The Updated Investor has guided me in building and then reorganising my eventual retirement income since well before the 2008 GFC. I unreservedly recommend his measured, careful and transparent support to anyone seeking financial planning and monitoring. As the result of David’s financial advice I now enjoy a busy and happy retirement that combines a worry-free home life with occasional domestic and overseas travel and an important independence of action eg. to participate in family & friendship events, make purchases, volunteer my time and donate to charity.

5 /5 Michael Ristevski: I engaged David to review our position and can say within the hour and a bit session that went a lot longer than expected and flew by, we were amazed with his strategies and techniques that has changed our position immediately and for the best, thank you