Wealth and Financial Advisory Services in Sydney
If you're looking to better manage your wealth, then you've come to the right place.
Whether you're looking to buy a home, grow your business, review your super and insurances, build a property investment portfolio or approach retirement with peace of mind, we can help you progress your wealth position.
Whether you're looking to buy a home, grow your business, review your super and insurances, build a property investment portfolio or approach retirement with peace of mind, we can help you progress your wealth position.
How do we help you reach your goals?Schedule an initial 15-minute free phone consultation with our principal advisor David Linco so we can better understand your financial position and what you are looking to achieve. From this you will get a great idea of the services you can expect and an estimate of fees & charges. David will explain our Life Stage Investing approach and provide general advice on strategies that could be considered if you proceed with initial meeting. This is the first step in taking control of your financial plan.
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Trusted Financial Advisors in Sydney- Davlin Wealth Management
In today’s fast-paced financial world, without a reputable and trusted financial advisor in Sydney, navigating your way to financial success can feel like finding treasure without a map. This is where Davlin Wealth Management comes in as your true guide in today’s financial world. For over 20 years, we have been delivering personalised financial advice to businesses and individuals.
Led by the esteemed David Linco—Accountant, Mortgage Broker, and Financial Planner, we bring a holistic touch to wealth and retirement planning. With Chih Wu, a CPA, Registered Tax Agent, and Economics graduate from Monash, at Davlin Wealth Management, your financial future is in hands that plan smarter and dream bigger.
Led by the esteemed David Linco—Accountant, Mortgage Broker, and Financial Planner, we bring a holistic touch to wealth and retirement planning. With Chih Wu, a CPA, Registered Tax Agent, and Economics graduate from Monash, at Davlin Wealth Management, your financial future is in hands that plan smarter and dream bigger.
Our Services
Wealth Management & Financial PlanningSuperannuation, Cash Flow Management, Mortgages, Retirement Planning, Property Investment & more
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Mortgage BrokingInvesting in property is a popular way to invest money in Australia, but before starting, think about whether it fits with your circumstances.
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Accounting & Business AdvisoryAccounting & Bookkeeping, Company Setup, Business Financial Coaching, Business Structuring & more
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Our Services for Financial Planning in Sydney with a Personal Touch
Tailored Wealth Management Designed Just For You
No two strategies or financial plans are the same here. We get to know you first before proceeding—your goals, lifestyle, and comfort zone when it comes to financial risk. Your financial planning in Sydney will be customised to all basic levels to make it fit just right.
Retirement Planning To Let You Dream Big
Whether you are chasing beachside ecstasy or a countryside escape in retirement, our financial advisors and planners will help you get there. From boosting your superannuation to managing tax hurdles, we make sure your golden period shines bright.
Smart Investment Strategies For Sure Success
We craft investment portfolios with the balance to bring steady growth, smart risk management, and diversity across shares, property, managed funds, and more. Don’t forget to enjoy such benefits that act like a plant that grows wealth season after season.
Superannuation That Works Overtime
Your superannuation should not be sleepy or slow. We help it work as hard as you do—offering clever contribution strategies and smart investment choices to maximise your future financial savings.
Self-Managed Super Fund (SMSF) Advice with Expert Guidance
Want more control over your superannuation? We will introduce you to SMSF set-up, investment selection, compliance, and ongoing strategy. Don’t you think it is wonderful, just like having a co-pilot who knows every twist and turn?
Estate Planning with Heart
Your legacy deserves more than guesswork. Our financial advisors in Sydney collaborate with legal experts to ensure your wealth is distributed as per your wishes and your loved ones are protected.
No two strategies or financial plans are the same here. We get to know you first before proceeding—your goals, lifestyle, and comfort zone when it comes to financial risk. Your financial planning in Sydney will be customised to all basic levels to make it fit just right.
Retirement Planning To Let You Dream Big
Whether you are chasing beachside ecstasy or a countryside escape in retirement, our financial advisors and planners will help you get there. From boosting your superannuation to managing tax hurdles, we make sure your golden period shines bright.
Smart Investment Strategies For Sure Success
We craft investment portfolios with the balance to bring steady growth, smart risk management, and diversity across shares, property, managed funds, and more. Don’t forget to enjoy such benefits that act like a plant that grows wealth season after season.
Superannuation That Works Overtime
Your superannuation should not be sleepy or slow. We help it work as hard as you do—offering clever contribution strategies and smart investment choices to maximise your future financial savings.
Self-Managed Super Fund (SMSF) Advice with Expert Guidance
Want more control over your superannuation? We will introduce you to SMSF set-up, investment selection, compliance, and ongoing strategy. Don’t you think it is wonderful, just like having a co-pilot who knows every twist and turn?
Estate Planning with Heart
Your legacy deserves more than guesswork. Our financial advisors in Sydney collaborate with legal experts to ensure your wealth is distributed as per your wishes and your loved ones are protected.
Why Choose Us?
Decades of experience. Hundreds of happy clients. 80+ five-star reviews on Google & Adviser Ratings.
We're fully licenced & accredited, work with integrity and always put your interests first.
We're fully licenced & accredited, work with integrity and always put your interests first.
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Experienced
In 25+ years in business we've helped clients from all walks of life across all industries. You're in safe hands at Davlin Wealth Management. |
Certified
We are fully qualified & licenced Accountants, Mortgage Brokers & Financial planners, accredited with the respective industry bodies for your peace of mind. |
Trusted
Our many happy clients are proof of our capabilities. Scroll down to read live Google reviews and click here to read reviews from our clients on Adviser Ratings. |
Why Choose Davlin Wealth Management as Your Financial Consultant?
Unbiased Advice Today & Always
We are independent financial consultants in Sydney—so our only loyalty is to you. No sales pitches. No commissions. Just honest advice that is all about what is best for your journey.
Holistic Planning For Perfect Big Picture
We don’t look at your finances from one aspect—we consider it comprehensively. From investments and tax strategies to retirement dreams, we build a plan that works on all elements seamlessly.
Clear, Upfront Fees With No Surprises
We believe trust starts with transparency. Hence, we never come up with sudden surprises. No fine print or hidden costs. We give a clear value to your investment.
Strategies That Keep Your Goals Front and Centre
Your dreams guide our strategy. Whether it's early retirement, starting a business, or building a legacy in the form of property, we do practical financial planning in Sydney that is realistic and active.
A Relationship That Grows with You
Life changes every moment. So, you can't move ahead with the same financial plan. We are here for regular check-ins and updates on the strategy to keep your plan aligned. Thus, we ensure your plan stays in step with your life.
A Team That’s Reliable and Experienced
With in-depth expertise across accounting, finance, and mortgages, our team actively supports. They are qualified and experienced, which makes us offer advice that is both insightful and easy to understand. Complete clarity is our motto.
We are independent financial consultants in Sydney—so our only loyalty is to you. No sales pitches. No commissions. Just honest advice that is all about what is best for your journey.
Holistic Planning For Perfect Big Picture
We don’t look at your finances from one aspect—we consider it comprehensively. From investments and tax strategies to retirement dreams, we build a plan that works on all elements seamlessly.
Clear, Upfront Fees With No Surprises
We believe trust starts with transparency. Hence, we never come up with sudden surprises. No fine print or hidden costs. We give a clear value to your investment.
Strategies That Keep Your Goals Front and Centre
Your dreams guide our strategy. Whether it's early retirement, starting a business, or building a legacy in the form of property, we do practical financial planning in Sydney that is realistic and active.
A Relationship That Grows with You
Life changes every moment. So, you can't move ahead with the same financial plan. We are here for regular check-ins and updates on the strategy to keep your plan aligned. Thus, we ensure your plan stays in step with your life.
A Team That’s Reliable and Experienced
With in-depth expertise across accounting, finance, and mortgages, our team actively supports. They are qualified and experienced, which makes us offer advice that is both insightful and easy to understand. Complete clarity is our motto.
What our clients say
Ready to Plan A Successful Financial Future?
Do not let economic uncertainty hinder your future. Partner with Davlin Wealth Management today, your true and trusted financial advisor in Sydney. We help you step ahead with confidence and clarity every step of the way. Book your complimentary consultation today. What we will discuss in the meeting:
• Understand your current financial picture
• Identify opportunities and smooth out challenges
• Tailor a financial plan just for you
• Explain our process and fees with complete transparency
Call us: 02 8445 9999
Email us: [email protected]
Let’s make your finances work smarter for the future—so you can live the life you have been planning for.
• Understand your current financial picture
• Identify opportunities and smooth out challenges
• Tailor a financial plan just for you
• Explain our process and fees with complete transparency
Call us: 02 8445 9999
Email us: [email protected]
Let’s make your finances work smarter for the future—so you can live the life you have been planning for.
FAQ’
How Do I Know that I Need a Financial Advisor in Sydney?
If you have some specific goals for the future, like managing investments, planning for retirement, or achieving financial success, expert support is needed from certified financial advisors like we have at Davlin.
What is the cost of hiring your financial advisors?
The cost depends on your goals and conditions. We are transparent in our policy for fees. No hidden costs are there. Discuss with our experts today.
What is the difference between a financial planner and a financial advisor?
A financial advisor focuses on investments and insurance. At the same time, the planner helps by creating strategies for retirement, tax and estate planning.
I don’t have much to invest. Can I still work with your financial advisors?
Why not? We are here to help our clients at all stages. We offer financial advice according to your current financial condition, no matter how grand or simple.
How often should I review my financial plan?
We recommend reviewing your plan annually or after major life changes with Davlin Wealth Management.
Get in touchPhone: 02 8445 9999
Email: [email protected] Our LocationsAfter 9 years being located in Thornleigh, we moved in October 2021 to operate virtually and now predominantly meet with clients using Zoom and Microsoft Teams.
For clients in Sydney or when David is travelling, physical meetings can take place at any Wotso office location throughout Australia. Preferred locations are: Manly: 44 North Fort Rd, The Barracks Precinct, Manly NSW 2095 Pyrmont: 3/55 Pyrmont Bridge Rd, Pyrmont NSW 2009 Strathfield: Level 1/5 George St, North Strathfield NSW 2137 Davlin Wealth Management Manly
Wotso Manly 44 North Fort Rd, The Barracks Precinct, Manly NSW 2095 |
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