Daniel Twentyman

Surf Coast Wealth Management

Platinum

10 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 May 2024

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!

5.00 April 2024

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.

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