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Surf Coast Wealth Management
13 Grass Tree Court, Torquay, Victoria, Australia
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Photos of Surf Coast Wealth Management
13 Grass Tree Ct, Torquay VIC 3228, Australia
Opening hours of Surf Coast Wealth Management
Monday:
08:00 - 18:00
Tuesday:
08:00 - 18:00
Wednesday:
08:00 - 18:00
Thursday:
08:00 - 18:00
Friday:
08:00 - 18:00
Saturday:
Closed
Sunday:
Closed
Reviews of 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."
"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."
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