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. I’ve now gained the clarity I needed to set my goals and actually feel excited for the future!

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!

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. It’s great to have found a firm with integrity and values.

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.

I’ve been taking part in Dan’s 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!
It’s 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!

Daniel was helpful, knowledgeable and responsive. He worked hard to make sure we received the best outcomes from super and insurance companies. His advice on setting up our finances and increasing our savings was straightforward and backed with sound rationale. Daniel was very good at explaining his advice on simple terms.

I got onto Dan after the sale of my home, His knowledge in finance and planning for the future is A+. Not knowing much about financial planning myself, Dan kept it simple in a language I could easily understand. Dan had all my bases covered in regards to super, insurances, TPD etc. Dan made it simple and is always easily to contact for advice. Couldnt recommend Dan enough.

Recently we have had the assistance and guidance of Surf Coast. Daniel Twentyman listened to our needs and wants for ours and our children's future. I can't thank him enough for making this such an easy and understandable process. Dan's knowledge, experience and professionalism was much apprecited through this entire process and continual guidance. Thank you so much Dan.

I didn't realise how much value seeing a financial adviser could be at my age, the team at Surf Coast Wealth Management made the process super informative, easy and even a little fun. My partner and I would recommend this process no matter what your current stage of life.

As a small business owner I was putting off looking at my super and wondering if I would ever own my own home. Daniel was considerate of my personal needs and offered financial advise, insurances and investment strategies to help me now and in the future. I feel comfortable that i'm now on the right track financially and I look forward to checking in on my savings and investments rather than hiding from my finances!