Surf Coast Wealth Management

I thoroughly enjoyed working through the nitty gritty of my finances with Daniel at Surf Coast Wealth Management. Sessions were informative, practical, and tailored on my personal needs. I started out feeling a bit lost about my financial prospects. Ive now gained the clarity I needed to set my goals and actually feel excited for the future!
Mar 13th, 2023

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. Its great to have found a firm with integrity and values.
Apr 2nd, 2022

Daniel was exactly what I needed to get my financials in order. After years of ignoring my financial situation, constant anxiety about not having control over my life, Daniel provided me with the tools and coaching I needed to take control of my finances and learn to respect money, while putting in place some simple systems which have alleviated my fear and anxiety. Thanks Daniel!!
Dec 17th, 2021

Ive been taking part in Dans budgeting program for the past 6 months and I cannot recommend it highly enough. I used to think I was able to manage my own funds pretty well, but it was only until I started with Dan that I realised how much money I was wasting on the little things, they really do add up! Its very easy to tell yourself you have financial discipline, but without the tools Dan helped me set up there is no way I would have realised how much I could actually save, Thanks Dan!
Oct 23rd, 2020

Dan has been absolutely fantastic to deal with. He was very helpful, particularly during the difficult times of Covid, and his ongoing support is very comforting. His knowledge and willingness to help is second to none. We highly recommend Dan for your financial needs.
May 14th, 2020