Daniel was polite and understanding of my needs. He took the extra time to make sure that I understood the advice that he was providing me with and he has helped me take charge of my finances.
I was always a little unsure on my retirement, however, Daniel spend the extra time to put me at ease and make this no longer feel like a burden. Now I can enjoy a lifestyle that I wanted that's within my means. I wish I had seen Daniel 30 years ago, however, I am glad I have seen him now.
Daniel was fantastic to work with. He explained everything to me and took the time to go the extra mile in help and support. He was willing to listen to me, get to understand the 'why' behind what I wanted and created a strategy that gave me the 'how'.
I have seen a few financial advisers in the past to seek advice about my current circumstances and Daniel was the only one that spent the time explaining in detail the different areas of advice that I didn't know that I needed. He took my current position which I didn't think was too bad and educated me on the possibilities of areas that could improve my wealth. His passion for education and friendly personality makes it very easy to ask questions and receive advice from. I highly recommend Daniel for his expert advice.
With my current medical condition Danial went out of his way to visit me in my own comfort zone and explain in great detail and also leave booklets for me to look over his advice has grown my superannuation and both my wife and I are look forward to growing more business thru Danial and recommending him to friends
Modern You Financial Planners1108 Waugh Rd
North Albury, NSW 2640
- 9:00am – 12:00pm Saturday
- 9:00am – 5:00pm Monday – Friday
- Adviser status Gold
- Number of reviews 15
- First year providing advice 2015
- Years of experience 8
- Master of Financial Planning