Declan Baker

Declan is a highly professional and personable financial adviser. He makes the complex easier to digest and guides towards flexible and practical planning outcomes. I would highly recommend Declan if you are in need of a helping hand with organising your financial affairs.

We have always found Declan to be very approachable, informative and totally professional in his knowledge, appearance and manner. He is always available to speak with us and takes time to explain in detail, aspects that we are not clear of. This is important to us. Declan has given us sound advice regarding our Superannuation, Tax Strategies and renewal of our Wills. This advice is ongoing and we are confident in his decisions. We have recommended Declan’s services to friends and family and he is now assisting those people. We would not hesitate to recommend Declan’s services to other people. Gary and Sharon

Hi I highly recommend Declan

Julie and I are very happy with Declan, as are many of our friends and family. Declan’s initial consultation is free and there was no pressure or obligation to proceed with him. Declan covers retirement planning, wills and estates, comprehensive personal insurance cover and investment strategies that have historically outperformed the market. Some of the strategies we adopted were of benefit without impacting our day to day cash flow. Part of what Declan does for us is actively manage our investments and he provides that one thing that many Professionals can’t………an ease that makes it easy to pick up the phone and call him at any time. You’ll note recently there’s been significant drops in investment markets (Coronavirus etc) and unless you made changes yourself you were likely exposed to a good portion of the falls that we’ve seen. With Declan’s proactive hands on approach we were able to sell a large portion of our shareholdings prior to the substantial drops and as a result we have been heavily sheltered from losses.