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.
“ 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 informative, easy and even a little fun. My partner and I would recommend this process no matter what your current stage of life. ” Dylan & Anna | Regional Manager & Fashion Designer from Torquay
How Can We Help?
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…
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…
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 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…
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 – 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…
“ 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 stellar, 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. ” Michael & Lyla | Learning & Development Manager & Retail
The Process
“ 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 appreciated through this entire process and continual guidance. Thank you so much Dan. ” Eileen and Paul | Mum & Train Conductor From Skye
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.
Contact Us
Get in touch
Daniel Twentyman | B.Bus.(App Eco) Dip.F.S.(FP)
Financial Planner – Authorised Representative
0410 123 200
PO Box 810 Torquay Vic 3228
Lifespan Financial Planning Pty Ltd | ABN 23 065 921 735
PO Box Q1917 Queen Victoria Building 1230 NSW
20man Enterprises Pty Ltd, T/a Surf Coast Wealth Management (ABN 32609869203), is a Corporate Authorised Representative (ASIC No 1239708) of Lifespan Financial Planning Pty Ltd (“Lifespan”) Australian Financial Services Licensee Number 229892, ABN 23 065 921 735. Daniel Twentyman is an Authorised Representative (ASIC No. 444357) of Lifespan. For Australian Residents Only. This information (including taxation) is general in nature and does not consider your individual circumstances or needs. Do not act until you seek professional advice and consider a Product Disclosure Statement.
© July 2020
