Daniel Weeks

Money is never just about money. It’s about what it lets you do, how it makes you feel, and the kind of life you want to create. For some people, it’s peace of mind. For others, it’s choice. For most, it’s about looking after the people they care about. That’s where I come in.

I help people get clear on what’s important, then build a plan around that. Not a cookie-cutter plan. A real one that fits your life, your goals, and eliminates the things that keep you up at night.

I mostly work with high-income professionals, business owners, and families with a bit more complexity in their financial world. That might mean structuring around trusts and companies, planning for school fees, or working through how to set things up for a child with additional needs. I’ve been there myself. My wife and I have two young kids — our daughter has Down syndrome — and that personal experience shapes how I work. I get the juggle. I get the pressure. I also get how valuable it is to have someone in your corner who can bring clarity and calm.

I’ve been a financial adviser for over 17 years. I hold a Masters in Applied Finance and I’m a Certified Financial Planner (CFP®). But the piece clients value most is how I listen, how I explain things, and how I bring structure when things feel messy.

My approach is simple: understand what matters most to you, then use smart, practical strategies to help you get there. That could be cash flow planning, super strategies, investment advice, or just helping you make better decisions with what you already have. No jargon. No unnecessary complexity. Just a clear path forward.

If you’re looking for someone who’ll take the time to understand your situation, ask the right questions, and help you build a plan with purpose, I’d love to hear from you.