Daniel Twentyman

Daniel is very approachable and his communication is clear and concise. Daniel has helped us navigate our finances, improved our understanding of finance (cash flow and budgeting) and put us on a path for financial success - thank you!

From the very beginning and throughout every interaction, Daniel was extremely thorough and thoughtful in how he introduced ideas, financial concepts and provided advice. The benefit of this is that Daniel was able to provide education about the financial landscape in a way that I could understand.

In addition to his very approachable style, Daniel was able to provide excellent advice and has taken me through understanding my finances and simple budgeting, all the way to restructuring my superannuation, sorting out income protection and life insurance and helping me prepare for the next steps in reaching my financial goals.

I would highly recommend Daniel’s services.

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.

Troy..