Rei Daguio

Secure Wealth Advisers

Platinum

20 Yrs Experience

Baulkham Hills, NSW 2153

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I'd be glad to assist in regards to your wealth and retirement planning needs. I find fulfillment with assisting clients with key decisions that help secure and grow their wealth.

I am University qualified and a FASEA equipped professional who works to higher professional standards in Financial Planning. Highly skilled with a proven track record in the areas of Financial Advisory, Retirement Planning, Portfolio Construction, Financial Services and Wealth Creation.

Your first meeting is at no cost to you and is obligation free. If you are just beginning your financial journey, getting ready to retire or require help to revisit your current goals and objectives, now is the time to get started. To get in touch today:

Call me on 02 8850 5025 or email me at reinald.daguio@securewealthadvisers.com.au

Government Assistance
Superannuation
Retirement & Pension
Cashflow & Income
Growing Assets
Budgeting

5.00 October 2025

Rei provided myself and my husband with advice on setting up my superannuation pension fund.

He was very courteous, experienced and knowledgeable in his field. He looked after my husband’s superannuation fund on his retirement and now mine.

I would recommend him to anyone who needs sound financial advice.

Thank you Rei for all your help. It was very much appreciated.

4.75 October 2025

When you retire, you find yourself in search of a good financial adviser, but who do you trust with your savings? One listens to the news and some people unfortunately make poor choices - I asked older people in my local church, and Rei was a bank manager's pick for a financial adviser .My accountant wanted me to use someone in Parramatta but I didn't fancy travelling towards the city - that might be more difficult as I get older and I didn't like their service. Another financial planner although approachable and able to do what I wanted their fees I reckon were too steep, I have retired - why should I just give them $18.000 for free and then the usual fees. The couple who recommended this guy had a business so are significantly wealthier than me. Rei from the initial contact was approachable, understood my needs - knew what I was talking about. Little bit of a wait to get an appointment (worth the wait and personally I couldn't be happier). Rei just got on with what just needed to be done. And my stuff ended up being a bit complex. Open, accessible, willing to share knowledge - some advisers are reluctant until you commit and are paying them. Equipping me with advice so that I can better make decisions, when you need $$$$ Rei gets it promptly. Well done Rei .

5.00 October 2025

Rei has been my adviser for a number of years now. He has always assisted and explained my super portfolio in details that I could understand and ensuring that the spread of my investments worked for me. Rei assisted when I need to make withdrawals from my account for major purchases explaining the process and organising the transfers. Rei has now helped me change from a super fund to a pension fund which should be more beneficial as I age. I recommend Rei to anyone looking for a financial planner, he is knowledgeable, professional, friendly, and easy to talk to.

5.00 October 2025

Rei has managed my retirement plan for almost 20 years. He is trustworthy. He really understands the markets and explains it clearly.

I always feel comfortable talking to him. I would recommend Rei to anyone who needs help with investments, super or retirement finance. It's always wise to get professional advice and Rei really makes it understandable.

5.00 October 2025