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“In 26 years we have had several financial advisers, and Daniel was by far the best”
Daniel was always willing and ready to meet our requirements. He was concise and clear in all communications and, at all times, offered advice and suggestions that we felt confident to follow. In 26 years we have had several financial advisers, and Daniel was by far the best.
Dennis
65+ YEARS, FORESTVILLE, NSW
“Strong sound advice which has been to my financial benefit”
Daniel, has been my Financial Adviser for nearly 9 years now and in all this time he has provided strong sound advice which has been to my financial benefit. He is always available to me and explains new strategies in an easy to understand way. I would recommend Daniel to all my friends and family.
Lawrence
65+ YEARS, WARRIEWOOD, NSW
“Daniel is caring, hardworking, thoughtful and strategic.”
Daniel is caring, hardworking, thoughtful and strategic. We’ve been very pleased with his support and advice over a number of years. It has made a significant difference to how we’ve planned for our retirement and we’re very grateful to him.
David
56 – 65 YEARS, MACMASTERS BEACH, NSW
“Always been delighted with his level of service, advice and commitment”
I have been Daniel’s client for over 10 years and have always been delighted with his level of service, advice and commitment. He has achieved great results in managing my portfolio leaving me with a great feeling of security in my retirement to enjoy the things I’ve been looking forward to for many years.
Les
65+ YEARS, COLEDALE, NSW
“He has been our financial adviser for the best part of a decade.”
Daniel has always been very professional and diligent in taking care of our financial needs, including managing our super portfolio and setting up an investment portfolio. He has been our financial adviser for the best part of a decade.
Phil
56 – 65 YEARS, PYMBLE, NSW
“I’m very happy with the service he has provided over the years.”
Daniel was recommended by a friend several years ago. After meeting Daniel, I felt comfortable with his suggestions for our particular situation and we normally have an annual meeting with several emails & phone calls between these meetings. I’m very happy with the service he has provided over the years.
Neil
56 – 65 YEARS, AVALON BEACH, NSW
