Daniel O'Rourke

Daniel has been advising me for years and always has my interests at heart, looking at which platforms are underperforming or if the investments are still suitable for my goals.

Daniel is pro-active in arranging annual reviews, suggesting changes to the investments to improve the portfolio, making himself available during the year if needed and has an in-depth knowledge of the business. He is also very personable, delightful to work with and willing to assist wherever and whenever he can.

Daniel was very informative and provided clear goals of how we can protect and grow funds for our retirement.

Daniel has always given us great advice over the last ten plus years, incorporating our ethical concerns in developing our financial planning. We highly recommend him.