Meet Daniel

Hi, I'm Daniel.

I help people gain control of their money so it no longer controls them. I help them eliminate debt, grow their wealth and plan to retire in comfort with the freedom to live life on their terms.

How I got here.

What seems like many years ago now, I completed a combined Bachelor of Commerce and Economics and started working in the financial services industry. I wanted to help people do more with their money.

With further study, I became a Certified Financial Planner® (which may not mean very much to you just yet) and it is a great shame that this is not an industry standard as it’s the highest financial planning qualification worldwide.

I’ve held senior financial planning and management roles with some ‘big banks’ and other financial organisations – yes, I know what you’re thinking.

By 2015, I could no longer tolerate the way the industry at large operated and I no longer wanted to have my hands ‘tied behind my back’ when appearing to give advice in my clients’ best interests. I grew tired of working in an industry in which most of the advice given was conflicted and product-focused. I wanted to work with everyday Australians who want to get ahead.

So here I am.

I’m sharing my knowledge and more than 15 years of industry experience to help people be in control of their own financial future.

I don’t know of anyone who learnt much about money at school and by the time most of us get through raising kids and paying off the mortgage, we’ve missed out on years of getting ahead because we didn’t know what we needed to do… that’s what I want to change. My mission is to empower people with quality financial advice as early in their lives as possible (by the same token, it’s never too late!).

I can show you the powerful (yet surprisingly simple) changes you can make that will have a profound impact on your ability to generate wealth. I can teach you what you need to know to make the best savings, investment and retirement planning decisions so you can live life on your terms.

I’m in the business of creating long-term beneficial relationships with people who want great long-term results and I’d love to have a chat about how I may be able to help you and your family.

Many people think financial advice is too expensive for them or that they don’t have enough money to make it worthwhile. Don’t be put off by these reasons. Working together, we can find ways to earn and save you tens of thousands, if not hundreds of thousands of dollars over the years.  And to get started is more affordable than you might think.