Dan Lawton

Archangel Wealth Financial Services

Bronze
13 Yrs Experience
North Sydney, NSW 2060

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.

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Archangel Wealth Financial Services

Suite 12.01, Level 12, 54 Miller St
North Sydney, NSW 2060

Opening hours

  • 9:00am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Nest Advisory Hq Pty Ltd

AFSL 519569