Daniel Twentyman

Surf Coast Wealth Management

Platinum

8 Yrs Experience

Torquay, VIC 3228

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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.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Margin Lending
Shares & Investments
Aged Care
Cashflow & Income
Complex Investments
Socially Responsible
Small Business Advice
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

Surf Coast Wealth Management is a fee-for-service financial firm.

5.00 March 2022

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!

5.00 March 2022

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.

Troy..

4.75 March 2022

Daniel is very thorough and knowledgeable, as well as likeable and friendly.

5.00 November 2021

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.

4.75 April 2020