Justin Daniel
Wealthfit Money Management
Recent reviews
Wealthfit Money Management
228 Deakin AveMildura, VIC 3500
Opening hours
- 9:00am – 5:00pm Monday – Friday
At a glance
-
Adviser status
Silver
- Rating
- Number of reviews 12
- First year providing advice 2006
- Years of experience 16
-
Highest qualification
- Graduate Certificate in Applied Finance
-
Language spoken
- English
Expertise
Licensed by
Synchronised Business Services Pty Ltd
AFSL 243313
Sort by
Grant, 35 - 45 years, Mildura, VIC
"Justin provided detailed advice on a range of financial planning, insurance and investment matters. He was always clear and transparent with his advice and explanations and has continued to provide ongoing advice, thoughts and ideas."
- Superannuation
- Insurance Protection
- Retirement & Pension
- Self Managed SuperFunds
- Complex Investments
- Growing Assets
Leon, 35 - 45 years, Irymple, VIC
"Great advice in a very prompt manner and always available on the phone or face to face. Justin was able to explain complicated things in a manner that was very easy to understand making a daunting process easy."
- Self Managed SuperFunds
- Cashflow & Income
- Complex Investments
Trevor, 46 - 55 years, Pakenham, VIC
"Justin’s knowledge is vast in all aspects of Money management. Whether it be Insurance, Shares, superannuation or any other product that he deals with. I’ve known Justin for a long time and would recommend him to anyone of which I have. Always returns calls and makes and goes out of his way to help in anyway he can. 10/10."
- Superannuation
- Insurance Protection
- Growing Assets
Straun, < 35 years, College Park, SA
"Justin is very honest and reliable, he knows exactly what he is talking about and will only do what is in your best interest."
- Superannuation
- Insurance Protection
Gavin, 56 - 65 years, Mildura, VIC
"Justin has helped us with our superannuation, financial and investment advice, tax planning and setting up our share portfolio. He explains things in a relatable and down to earth manner that makes, sometimes complex information, easy to understand. I have known Justin for a long time and the most important thing about Justin is his honesty. subsequently I trust his advice implicitly and know he has our best interests at heart."
- Superannuation
- Borrowing
- Tax Strategies
Colin, 56 - 65 years, Robinvale, VIC
"Justin was very helpful to my needs"
- Superannuation
- Retirement & Pension
- Tax Strategies
- Budgeting
Carrie, 35 - 45 years, Mildura, VIC
"Justin has given me advice in areas including loan products, super funds and managing debt. Justin was always able to explain things to me in a clear way. Through Justin's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Justin's full care and attention when I needed it.'"
- Superannuation
- Insurance Protection
- Small Business Advice
- Borrowing
Matt, 35 - 45 years, Bona Vista, VIC
"Justin made things so simple for me to understand. It was evident from our first meeting my interests we’re at the forefront of what he did and the outcomes achieved reflected this."
- Superannuation
- Insurance Protection
Ben, 35 - 45 years, Junortoun, VIC
"Justin has helped us keep our business afloat when we had an injury occur and I was unable to work, never thought I would actually need income protection, but we are so glad we had taken the time to let Justin help us set it up. And when we actually needed it , it couldn’t have been any easier.. Ben"
- Insurance Protection
- Small Business Advice
Sarah, 56 - 65 years, Cardross, VIC
"Justin has helped me immensely with all my finances, superannuation and all other financial matters He has a lot of knowledge in this field and will high recommend him to family and friends Sarah"
- Superannuation
- Managing Debt
- Retirement & Pension
- Cashflow & Income
- Borrowing
- Tax Strategies
- Budgeting
My clients have reviewed me based on the following areas of advice
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Cashflow & Income
- Complex Investments
- Small Business Advice
- Borrowing
- Tax Strategies
- Growing Assets
- Budgeting
Qualifications & Training
Wealth Creation & Preservation, Financial Planning Practice Mgmt, Investment & Portfolio Management
- Level
- 0 - Training / Exam / Other
- Institution
- Royal Melbourne Institute of Technology (RMIT)
- Completed
- 2006
Self Managed Superannuation Funds (SMSF)
- Level
- 0 - Training / Exam / Other
- Institution
- Kaplan Professional
- Completed
- 2009
Graduate Certificate in Applied Finance
- Level
- 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
- Institution
- Kaplan Professional
- Completed
- 2014
Introduction to Fin Plan, Insurance, Social Sec, Super, Retire Plan, Law of Invest & Fin Markets
- Level
- 0 - Training / Exam / Other
- Institution
- Royal Melbourne Institute of Technology (RMIT)
- Completed
- 2004
- Opinion
- Services
- Comment
- Questions
- Details
Give your opinion
How often could you clearly understand Justin's advice and their explanation of how it fitted your needs?
How often was Justin able to give you full care and attention when you've needed help?
How confident are you that Justin's knowledge and experience was broad enough to allow them to choose the best options for your needs?
How likely would you be to recommend Justin to friends and family?
What is your current relationship with Justin?
What areas were you advised in?
Choose all relevant areas where Justin provided advice
Add your review comment
A few questions about you
Which best describes you?
How would you rate your financial knowledge? (optional)
Which age bracket are you in?
Your details
Thank you for your review!
Please allow up to 72 hours for your review to be visible on the site.