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At Surf Coast Wealth Management, we believe that money is a tool to be used like any other. It’s worth is not in its accumulation, but how it is managed in achieving the goals and objectives that also align with your core values.

With careful management and a well-considered strategy, we can help you live life on your terms while creating the future you have dreamed. Your adviser will work with you to identify your needs and long-term goals, then devise a realistic pathway that will help utilise your finances in a way that enhances your life and the lives of the people you care. At Surf Coast Wealth Management, we pride ourselves on recommending financial strategies that will help you make the most of your financial assets and gain control, no matter where you are in life.

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“ 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!! ” Damien | Entrepreneur/Surfrider Ambassador

How Can We Help?

Launch • Getting Started

Are you ready to Launch –  If you are starting out and earning your first full-time wage, there are plenty of things to navigate and learn. You might have thoughts of travel, buying your first car or your own home, you may have Hecs debts to repay or be looking to invest. Whatever your aspiration, now is a great time to get started. We can help with a plan that creates a solid financial foundation and delivers a clear path to help you on your way

Escalate • Wealth Accumulation

Time to Escalate –  Your future is built on the habits of your past. If you want to improve your financial outcomes, you need to start developing those habits today. Time is on your side, and we can help ensure that you don’t miss this golden opportunity. Dream big, be ambitious and start building the foundations for your future

Focus • New Family

Narrow your Focus –  Life can sometimes get in the way of planning for the future. It’s critical to make the necessary changes today, that can impact your tomorrow. We can help you fine-tune your wealth strategy, plan for future transitions and sort your personal protection while it’s affordable and you are in good health. Reach out today and get a guiding hand to help take stock of where you are and where you want to be. Focus and be inspired by what your future has to offer... 

Consolidate • Planning for Your Retirement

Consolidate for your future –  It’s a great time to revisit your strategies to maximise your retirement prospects. By making the necessary adjustments now, you can take advantage of opportunities, strategies and time, that will boost your entitlements for retirement. We understand the strategies that will address your needs and fine tune the pathways to success

Coast • Retirement

You’re set to Coast –  Work, take it or leave it. It’s entirely up to you. Whether you sail off into the sunset doesn’t just depend on how you’ve managed your finances till now. There are strategies available to maximise your resources during your retirement. Now is the time to utilise your savings and any assets to fund your desired lifestyle. We can guide you through this rewarding phase while you enjoy the benefits of all your hard work with less worry

Education and Mentoring

Education and Mentoring –  The more you know about investing and financial markets, the more empowered you will be. Take a lead role and make informed decisions that will help you reach your goals. Education and mentoring is part of our ongoing service program. We have extensive industry experience to give you a better understanding of your options

“ Daniel has a clear communication style that cuts through the confusing world of financial management. Through a series of conversations, Daniel developed tailored options which greatly improved my insurance cover, maximised my super and helped me plan for the future. Daniel offers a unique no commission fee model which sets him apart from the financial advisers now feeling the wrath of the Banking Royal Commission. ” Suzanne | Director, Strategic Planning & Governance From South Melbourne

The Process

“ Dan was very straight forward and easy to understand. His guidance, integrity, knowledge and honesty are what sets him apart from the rest. Looking forward to a secure financial future thanks to Dan. ” Mark | Executive Sales From Torquay

Resources

We have collated various financial tools, videos and links for you to explore. These are informative and will highlight the positive impacts you could experience when partnering with us to plan for your financial future.

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