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David Robertson

Qualified Property Investment Advisor

David is a Qualified Property Investment Advisor at Empower Wealth and holds Diplomas in Management & Risk Management and a Certificate IV in Accounting.

Before joining the team David had a 14-year career serving in the Army where he spent his spare time learning how to invest his surplus cash. After building a successful investment portfolio he now wants to help others achieve the same result.

David’s passion for wealth creation led him to consume everything he could find on the subject and he soon learnt there are some fundamental principles that you can apply no matter the asset class or market condition. These principles have served him well over the years, especially finding opportunities during the 2008 financial crisis and other periods of uncertainty.
It didn’t take long before David was educating friends and family on how they could also achieve the same results, so when the opportunity came up to turn his passion to help others into a new career at Empower Wealth, David didn’t hesitate.

David gains immense satisfaction from taking the complexities of wealth creation and translating that into language that everyone can understand. He believes that with the right education and planning everyone can reach their financial goals.

When David is not working, he enjoys spending time with family and friends or maintaining his fitness through gym or hiking. David also enjoys continually learning through reading, podcasts and courses, some of his favourite investors are Warren Buffett, Charlie Munger, Ray Dalio and Nassim Nicholas Taleb.

Finally a company that has the customers best interest in mind. There’s no pressure to pursue property purchases as they simply do not own the property you are buying. Easy to communicate with whilst having a professional and honest approach. Look forward to working with the team throughout our portfolio journey.

- Mark, VIC September 2020

David's advice was EXCELLENT. We knew we were in a good financial position but hadn't really thought too much about retirement - who does at 40 right? David was able to give us multiple scenarios about how we could really set ourselves up for our future with options for when we can reduce our work loads and to be able to support our growing children. Thanks so much David!

- Danie, VIC August 2020

David was warm and positive in all of our communications. I was worried we would be judged for our previous poor investment choices, but we found that there was absolutely no judgement. David seemed to be as excited as us about the potential future of our property portfolio. He was very patient with us and explained anything we had questions or concerns about. From the very first meeting we were able to make some really important decisions about the potential sale of our current investment properties, and we left feeling very confident (and empowered!) in managing our financial situation.

- Louise, QLD August 2020

We've been working on securing our financial future, however for the past few years, we have felt that our process had been marking time rather than building financial security. David Robertson from Empower Wealth, helped solve this for us by providing clarity to our portfolio, and we now feel confident in the planned next steps.

- Travis and Nadelle, SA August 2020

David and the team at Empower Wealth were very professional, knowledgeable and understanding of my needs in mapping out my investment property portfolio. David was a pleasure to work with and would always take the extra time to answer any questions and make sure that I had a thorough understanding of investment related processes. I would highly recommend David and the team at EW to anyone who is thinking about investing in property.

- Justin, QLD August 2020

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