Wealth of Advice

03/02/2026

Happy Birthday, 🎉⛳️

Our Captain on deck and a legend on the green — thanks for steering the ship with vision and heart.
Wishing you a year of hole-in-ones, big wins, more clients to serve, and endless blessings ahead!

Your Team:)

16/11/2025

🥳🥳🥳

This weekend, our team headed to Sydney’s Retirement Expo — and what an experience it was. We had the privilege of speaking with people at all different stages of life, each with their own story, dreams, and challenges.

Every conversation was meaningful. Every shared moment was a reminder of why we do what we do. Being able to share clarity, guidance, and confidence with those planning their next chapter was truly special.

A beautiful weekend of learning, connection, and purpose!

Here’s some highlights of our Principal Financial Advisor :

W E A L T H:

W – Why
Retire to something meaningful, not just away from work.

E – Education
Learn enough to make confident, informed retirement decisions.

A – Approach
Your mindset and strategy shape the retirement you experience.

L – Legacy
Plan a legacy that reflects your values, not just your assets.

T – Team
Build a trusted team to guide and support your retirement journey.

H – Habits
Small daily habits create the lifestyle you’ll enjoy in retirement.

01/06/2023

Watch the first episode of all things from some of the best in their field.

You can find the link below:
https://youtu.be/FWs0EDFP-3k

22/12/2022

Merry Christmas & Happy New Year!

Wishing all our clients a blessed year ahead!
We will be returning to the office from Monday 9th January 2023!

For any enquires, please contact us on 02 9160 4800.

02/08/2022

David at the Sydney Hills Business Chamber getting the event started.

10/05/2022

Thank you, Robert.

05/05/2022

https://www.alive905.com.au/podcast/episodes/interview-with-david-kashan/

05/05/2022

It was an honour to be on the radio show with Mario Bekes from Life: The Battlefield on Alive 90.5 FM.

If you would like to check out the recoding or you missed it, you can clink on the link below and David joins from 27:55 minutes onwards!

David is the Principal Financial Advisor and Director of Wealth of Advice. He believes in the value of providing the right advice at the right time knowing the difference it could make to its recipients. From humble beginnings (arriving in Australia at a young age) to now managing a successful busin...

03/05/2022

Time is non refundable, so make it your most valuable asset!

26/04/2022

Why Life Insurance is important!

14/04/2022

Happy Easter to all our lovely clients!
Wishing you all a safe and blessed long weekend!
We are returning on Tuesday 19th of May.