Surf Coast Wealth Management advises on strategies to protect, manage and strengthen our client's financial position while providing direction, clarity and support to avoid financial obstacles and their complexities. We work closely with our client's to help them realise their true financial potential giving them the confidence to pursue the life they dream.
We offer our services strictly on a commission-free, fee-for-service basis. Our advice is fiercely non-biased. We put our client's objectives at the forefront of every conversation and strategy.
Surf Coast Wealth Management is a fee-for-service financial firm.
The language of finance is not familiar to me and I don’t engage in those conversations easily. Daniel has a natural ability to use humour and he is endlessly patient. While guiding me clearly and professionally (his knowledge astounds me and his passion for it is hard to comprehend!) Daniel ensure always, that I remain in full control of my options and choices. I have recommended him to others and will continue to do so, in fact my kids laugh, they say I talk about him with pride, like he’s my own son! They have put engaged Daniel’s expertise…but they will!
Since day one, Daniel has been great to deal with. His knowledge and advice makes anything regarding finance an easy process. Ive been using daniel's services for years now and would highly recommend him to anyone looking for advice.
Daniel is very thorough and knowledgeable, as well as likeable and friendly.
Twelve months ago we contracted Surf Coast Wealth Management to look after our Super and Insurances. During the onboarding, Daniel said that he would do everything he could to put us in the optimal financial position. Twelve months on and our returns have been stella, we have saved 30% on the cost of our insurance premiums (~$3,600 in two years) and recently the firm deposited more than $1700 into our bank account after we refinanced through their preferred broker. It’s great to have found a firm with integrity and values.
Daniel was a very professional advisor, provided easy to understand advice with sound rationale.
- Adviser status Platinum
- Number of reviews 24
- First year providing advice 2014
- Years of experience 8
- Graduate Diploma of Financial Planning
Surf Coast Wealth Management13 Grass Tree Ct
Torquay, VIC 3228
- 8:00am – 6:00pm Monday – Friday
- In person
- Video call
Lifespan Financial Planning