Daniel Carter

"Daniel is very clear, concise and professional with his communication and knowledge of the required advice. He provides prompt responses to any needs and requests regarding my financial information. I would be ready to recommend Daniel as a Financial Adviser."

"Daniel is very approachable. He is always calm and measured, thus inspiring confidence. He is a good listener. He is always very well prepared for our meetings and follows up any queries very promptly. His advice has been valuable and appreciated by us."

"We have very much appreciated Daniels clear and concise explanations of our financial situation on retirement. He has answered all our questions and has been available to answer any queries or clarifications needed

Daniel has helped us navigate the Centrelink process and has clarified all steps required.

We would have no hesitation in recommending Daniel to others."

"Daniel is always punctual, dependable & understanding of my situation."

"I find that Daniel is always punctual, respectful & honest. He always listens to me with an understanding & caring attitude. Daniel always explains to me my options with investments & with such a way to easy understand. I highly recommend Daniel for all one’s financial advice with confidence."

"Daniel has been looking after me & my wife for some years now as our financial adviser during our retirement. He is always pleasant approachable considerate & well informed. We always look forward to seeing & hearing from him as he is always able to deal with all our issues & sets our minds at rest. Hopefully he will be able to see to our needs for some years to come. My wife & I strongly recommend others seek his services & we know that they won't be disappointed. Sincerely David & Rose Bishop"

"My wife and I are really pleased we found Daniel recommended through friends. From first contact, Daniel was friendly and enthusiastic and explained everything very clearly. Daniel took on our Super and partially our insurances were in a mess of overinflated premiums with things we did not need. Obviously, our last adviser messed up and must have been working on kickbacks from these insurance companies. Daniel sorted it all out and now we are only paying for what we need. The whole time Danial kept us in the loop and I believe he went out of his way and spent a lot of time on the phone to speak to theses company's sorting the whole mess out. Thanks, Danial, we highly appreciate your work."

"Daniel has been our adviser for a number of years now and in that time has proven to be astute in his advice, clear and concise in all his communication with us, and especially invaluable in taking care of CentreLink issues on our behalf. His professionalism and knowledge has always meant we have peace of mind regarding our retirement finances.

David & Chris"

"Daniel is honest, professional & very knowledgeable."