My partner and I engaged David at Xylem last year when we were feeling overwhelmed and stuck on our journey to buying property (to live in and investment). David helped us think through both the big picture and the details of the process to get there. The most valuable things we learnt were around thinking through a portfolio approach that works for us, looking at different asset types and the benefits of each and thinking about different markets, not just where we live. We also just loved David relaxed, friendly and professional coaching style. We will likely reengage in the next phase of our property journey!
Changed our view and journey completely, increased our confidence and we have already recommended him to friends!
-Erin Wallis