I’m writing this review after Daniel approached me as one of his current clients, asking me whether I’d be prepared to do so and I’ve no hesitation.
I originally approached Daniel just over 2 years ago simply because he was in Canberra and my employer offered to reimburse a portion of the fees to get financial planning advice provided by an independent financial adviser. Since then, I have been impressed with his service and expertise and from my initial meeting with him it was evident that his commitment to my financial well-being was genuine. He has always shown himself to be highly professional, diligent and attentive, and has a knack for simplifying complex concepts.
While I might not always agree with his recommendations, he is always happy to discuss alternatives such that I never feel like it’s ‘his way or the highway’, quite the opposite in fact; he encourages me to take advantage of his expertise and guidance to make my own decisions.
Thank you Daniel for your guidance, I look forward to our continued relationship.