Daniel Grusd

Onelife Wealth Management Pty Ltd

Gold
21 Yrs Experience
Bondi Junction, NSW 2022
Daniel Grusd is a fully qualified and highly experienced financial planner. With a Masters Degree in Commerce and ten years of direct experience in financial planning, Daniel helps his clients to set and achieve realistic financial goals that will support and enhance their quality of life from today right through to the end of their retirement. Daniel specialises in advising his clients on investment planning, retirement planning and the right superannuation package, as well as wealth protection. He also has special expertise in advising business owners on how to pass on their business when they retire or leave the business - Business Succession Planning -, protecting a vitally important asset. When Daniel was growing up, he watched his parents running their business and became fascinated by how wealth was created, grown and protected. “My family were very good at running their business. That was an inspiration. But I also saw some of their friends doing less well. So many people are great at their jobs and do well but they don’t have the education and training to understand how real wealth is created or managed. Sometimes even high earners can get into difficulties if they or one of their family members fall ill. That’s when really good planning advice can be so helpful.” Wealth protection is a vitally important part of what Daniel puts in place for his clients, using a range of insurances, such as life cover, income protection, illness and trauma insurance and, for businesses, key man insurance and succession plans. “I value integrity and trust, and continuously seek out the best opportunities for my clients’ long term financial success.”

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Master of Commerce
  • Language spoken
    • English

Onelife Wealth Management Pty Ltd

Suite 806 Level 8, 251 Oxford St
Bondi Junction, NSW 2022

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 6:00pm Monday – Thursday

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

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Qualifications & Training

Master of Commerce

Level
9 - Masters Degree
Institution
University of New South Wales (UNSW)
Completed
2000

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
International Institute of Technology (IIT)
Completed
2009

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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