Daniel Twentyman

Michael

"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's response
“Thanks Michael. I'm glad that we've been able to achieve such results in a relatively short period. I'm looking forward to our continued relationship and seeing the outcomes of our strategies."
05 Nov 2021

Simon

"Daniel was a very professional advisor, provided easy to understand advice with sound rationale."

Lynda

"Daniel has given me advice in on retirement pension products and managing debt. Daniel was able to explain things to me in a clear way. Through Daniel's knowledge and experience, I feel very confident that the advice given was the right for my needs. I received Daniel's full care and attention when I needed it."

Kris

"I was referred to Daniel by my Mortgage Broker after taking a voluntary redundancy. It was the first time that I had engaged a financial planner and I found him to be extremely attentative and knowledgeable about my financial needs. He expertly helped me navigate my complex superannuation, life insurance options, budgeting and future financial needs. I have great trust in him and look forward to many years of partnership in wealth management and growth. "

Yvonne

"Daniel has given me advice in areas including insurance, superannuation and managing my investments. Daniel has extensive understanding of markets was able to explain things to me in a clear way. Through Daniel's knowledge and experience, I feel very confident that the advice given was right for my needs. "

Eileen

"Recently we have had the assistance and guidance of Surf Coast. Daniel Twentyman listened to our needs and wants for ours and our children's future. I can't thank him enough for making this such an easy and understandable process. Dan's knowledge, experience and professionalism was much apprecited through this entire process and continual guidance. Thank you so much Dan."

Troy

"I got onto Dan after the sale of my home, His knowledge in finance and planning for the future is A+. Not knowing much about financial planning myself, Dan kept it simple in a language I could easily understand . Dan had all my bases covered in regards to super,insurances,TPD etc. Dan made it simple and is always easily to contact for advice. Couldnt recommend Dan enough..."

Lisa

"I would highly recommend Dan to anyone interested in improving their financial future. He is passionate about what he does and genuinely wants to get the best possible outcome for his clients. "

Suzanne

"Daniel has a clear communication style that cuts through the confusing world of financial management. Through a series of conversations, Daniel developed tailored options which greatly improved my insurance cover, maximised my super and helped me plan for the future. Daniel offers a unique no commission fee model which sets him apart from the financial advisers now feeling the wrath of the Banking Royal Commission. "

Matt

"Being the ripe old age of 23, Dan was easy to talk to and able to explain everything really well. We set up my super, an investment account, as well some insurance (life, tpd, trauma, income). I'm very happy with the setup and his continued interest in maintaining it."

Kenny

" Daniel is a forthright and honest professional who seeks to both maximise your returns and broaden and clarify your understanding of your superannuation and investment. Could not recommend more highly."

Russelle

"I am really pleased with my recent dealings with Dan...I'm not that interested in finances, not even my own modest situation. Daniel was able to accept my "money moodiness" and desire for simplicity remaining professional at all times...even when I was rolling my eyes. I've started this process with other organisations but never completed as they didn't accept my perspective. Dan has an exceptional talent for maintaining sincere and patient interpersonal communication."

Jeremy

"Ethics and client focused are what come to mind when dealing with Dan. Really get the feeling that he is actually looking out for my best interests and not just trying to make a buck."

Cathy

"I have no hesitation recommending Daniel, I extremely happy with the help and advice I received. "

Adam

"Daniel was very easy to work with. He made the whole experience easy, It was very quick and painless, he kept us informed in every step of the way and at no point did i feel that i was pressured into anything i didn't want, i felt like i was in total control through the whole process. Thanks Dan, looking forward in to what future holds for us."

Mitch

"Professional, honest, experienced and committed "

Melinda

"Daniel has been nothing short of brilliant when managing our portfolio. He makes sure every matter is fully explained, follows up and advises of any changes immediately. His wealth of knowledge in current market trends is impressive. I would have no problem recommending Daniel. "

Keily

"Daniel Twentyman is very knowledgeably and takes time to explain how everything works. We are very happy so far with the investment strategies we have adopted based on his guidance. Highly recommended."

Trish

"We should have met Daniel many years ago. Working with Daniel in every step of organising our super accounts, savings and business advice has been instrumental. Daniel was clear, concise and easy to talk to. I would highly recommend his services. Thank you for all of your help. "

Luke

"Daniel went above and beyond setting up my personal insurances, investments and superannuation. Although they are subjects which can quickly get confusing, Daniel was able to explain every aspect in a clear and understandable way. The advice given by Daniel was invaluable and I couldn’t recommend him highly enough."

Chela

"As a small business owner I was putting off looking at my super and wondering if I would ever own my own home. Daniel was considerate of my personal needs and offered financial advise, insurances and investment stategies to help me now and in the future. I feel comfortable that i'm now on the right track financially and I look forward to checking in on my savings and investments rather than hiding from my finances! "

Jenni

"Daniel is punctual, friendly and easy to talk to. He is knowledgable and passionate about his business. I am confident his services will meet our needs."

Beth

"Daniel was perfect for me, he was thorough, attentive and really went the extra mile. I feel really confident to recommend him to anyone, and that is not something I will do very often"

Penelope

"Daniel explained everything to me really clearly and got me a far better deal than my previous planner on everything. He was really thorough and left no stone un-turned. My family and I hope to stay with Daniel forever if possible! He's really personable and takes the time to understand our personal goals."