Daniel Micevski

Boston Wealth Management

Bronze

7 Yrs Experience

Abbotsford, VIC 3067

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My passion is in helping my clients navigate their journey by truly understanding their values, aspirations, and dreams.

With a strong foundation in strategic investment planning, retirement planning, and personal risk management, I'm committed to helping you protect and grow what's most important to you. I firmly believe financial success should empower you to lead the life you truly desire, guided by your personal goals rather than just financial products.

My approach is collaborative and transparent - I’m here to partner with you every step of the way, ensuring your financial decisions are clear, informed, and purposeful. I'm dedicated to bringing simplicity and clarity to your finances so you can enjoy the peace of mind and confidence you deserve.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

4.50 October 2020

Daniel has given me a lot of advice on super, mortgage, investments and general financial well being. He always calls to talk through his advice and follows up with emails. I'm confident that he is very knowledgeable and gives me the best options for my situation. He gets in touch when anything changes and he's always available whenever I need help or have questions.

5.00 October 2020

Daniel has provided ongoing advice across a wide range of products and services, not limited to but including investments, superannuation, loans & tax . We feel extremely confident with Daniel's advice and would not hesitate to recommend his services. He is extremely diligent and a professional and prompt communicator.

5.00 October 2020

“Daniel provided a supportive and educative experience. He is a great communicator with a focus on establishing connection and understanding family needs. His was able to explain a variety of options to assist in financial growth and investment. Daniel was able to explain things to me in a clear way. Through Daniel's knowledge and experience, I feel very confident that the advice given was right for my family’s needs. I received Daniel’s full care and attention when I needed it.'

5.00 October 2020

Daniel has given me advice in areas including self-managed super funds and structuring my share portfolio. Daniel was able to explain things to me in a clear way. Through Daniel's knowledge and experience, I feel very confident that the advice given was right for my needs. Daniel has been highly responsive and a pleasure to work with.

5.00 December 2018

I approached Daniel with multiple questions that seemed very complex and confusing to me. He explained them, simplified them and then solved them. I’m now on track and couldn’t of done it without his help. I’m glad to have such a fantastic advisor on call whenever I need. Highly recommended young man