Dan Lawton

Archangel Wealth Financial Services

Bronze

12 Yrs Experience

North Sydney, NSW 2060

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I am thrilled to introduce myself as your dedicated financial adviser and mortgage broker. My mission is to empower you to achieve your financial goals and objectives, safeguard your loved ones, and navigate the intricate landscape of finance and mortgages with confidence.

In today's dynamic economic environment, making informed financial decisions has never been more crucial. Whether you are striving to build wealth, secure your retirement, or protect your family's future, I am here to provide the expertise and guidance you need every step of the way.

Here's what you can expect when you choose to partner with me:

Personalized Financial Strategies: Together, we will craft a tailor-made financial strategy that aligns with your unique aspirations and circumstances. Your goals become my goals, and I am committed to helping you achieve them.

Comprehensive Protection: I understand the importance of safeguarding your family's financial security. We will explore insurance options that ensure your loved ones are protected against life's unexpected twists and turns.

Expert Mortgage Guidance: Whether you're purchasing a new home or refinancing an existing mortgage, I will leverage my mortgage expertise to secure the best possible terms for your specific situation.

Continuous Support: My commitment to your financial well-being doesn't stop at the initial plan. I will regularly review and adjust your strategy to accommodate changes in your life and the financial landscape.

Education and Empowerment: I believe in fostering financial literacy. I will take the time to explain complex financial concepts, ensuring you have a clear understanding of the decisions you're making.

Transparent Communication: You can count on open and honest communication from me. I am here to answer your questions, address concerns, and provide clarity on all financial matters.

Together, we will embark on a journey towards financial security and prosperity. My goal is not only to be your trusted adviser but also your partner in achieving the peace of mind that comes with sound financial planning.

I look forward to the opportunity to meet with you, understand your financial aspirations, and begin our collaborative journey towards your financial success. Please don't hesitate to reach out to schedule our first consultation or if you have any immediate questions.

Thank you for considering me as your financial adviser and mortgage broker. I am excited about the potential we have to shape your financial future together.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Socially Responsible
Small Business Advice
Tax Strategies
Growing Assets

5.00 October 2023

Daniel has been a phenomenal adviser. He helped me set up a self-managed super fund, rolled over my super, and secured new insurances for me. Now, I'm working on finding an investment property. His proactive, energetic, and knowledgeable approach is refreshing. He simplifies complex financial concepts and is always available to answer questions. I highly recommend Daniel for anyone seeking expert financial guidance. He's made my financial journey enjoyable and empowering, and I trust him completely with my financial future.

5.00 September 2023

A big shoutout to Daniel because he's been an absolute superstar in helping us navigate the wild world of superannuation and property investment. Daniel took all the jargon and made it sound like plain English. Right from our first chat, he was open, honest, and basically a super and SMSF expert. He patiently explained all the nitty-gritty details about using our super for property investment, which was like unlocking a secret door to financial freedom. Setting up our SMSF was a breeze, and Daniel handled everything. He even did a review of our existing super and insurance stuff, merging them into the SMSF while scoring us fantastic new insurance deals tailored just for us. To top everything off, we have recently purchased a brilliant property through our SMSF. What seemed like a daunting mission turned into a piece of cake, thanks to Daniel. He was always quick to reply to our texts and calls, and patiently answered our gazillion questions and explained stuff in simple terms. So, if you're looking for a financial expert who can make things happen while keeping it fun, we wholeheartedly recommend Daniel to anyone in need of financial advice. Thanks, Daniel, for making our financial dreams come true and turning what could've been a financial saga into a smooth ride. We're excited to keep this adventure going with you!

5.00 September 2023

We are delighted to write this testimonial for Daniel, who has been an exceptional financial adviser for us. A few years away from retirement, we were looking for guidance on how to optimize our financial situation, and that's when Daniel reached out to us.

From the very beginning, Daniel stood out with his proactive approach and genuine care. He took the time to understand our unique circumstances and financial goals, and he tailored his advice accordingly. What impressed us most were the innovative strategies he presented to reduce our tax liabilities and help us build our superannuation balances.

Daniel's honesty and transparency throughout the entire process made us feel confident and secure in our financial decisions. His enthusiasm for helping us secure our financial future was both reassuring and motivating. It's clear that he's not just doing a job but genuinely cares about the well-being of his clients.

We wholeheartedly recommend Daniel to anyone seeking financial advice, no matter what stage of life they are in. His expertise, dedication, and personal approach make him an outstanding financial adviser. Thanks to Daniel, we now have a clear path towards a more secure and comfortable retirement.

5.00 September 2023

I want to commend Daniel Lawton for his exceptional help with my age pension and financial planning. His guidance was invaluable when I sold my house and needed to invest some funds wisely. What sets Daniel apart is his kindness and genuine care. He took the time to understand my unique situation and patiently explained complex financial concepts. His personalized approach made me feel valued and comfortable throughout the process. Daniel's expertise in pension planning and simplifying financial decisions provided me with peace of mind for my retirement. His warm demeanor and sincere concern are rare qualities in a financial adviser. I wholeheartedly recommend Daniel Lawton for his professionalism, expertise, and, above all, his compassionate approach to financial planning. He made a significant and positive impact on my life, and I am grateful for his assistance.