Daniel Twentyman's Contact Details

Daniel Twentyman's Company Details

Surf Coast Wealth Management

Torquay, N/A, AU • 5 - 9 Employees
Financial Services

Based in Torquay Victoria, Surf Coast Wealth Management has been established to offer clients a professional, transparent and holistic financial planning service. We strive to balance this professionalism with the unique lifestyle that is synonymous with coastal living. With a strong background in wealth accumulation and asset management, we offer fee-for-service financial planning, which veers away from the tradition of selling commission based products, potentially saving you tens of thousands of dollars over the life of your policy depending on to your individual circumstances.Surf Coast Wealth Management has been established at the forefront of a framework that the Australian finance industry is currently moving towards, and with this in mind, you can be confident that your objectives are the only things, driving our recommendations. Working with us to build a strong and lasting relationship, will enable us to understand your unique and ever changing financial situation. From here, we are able to fine tune the strategy over time to ensure that the pursuit of your lifestyle goals remain, not just realistic, but tangible. If, however, you have a more immediate financial need which requires less ongoing support, then we can formulate a plan for that too. We are here to support you in whatever financial capacity you may require.Surf Coast Wealth Management are a fair and equitable partner in your journey to a life with reduced financial complications.20man Enterprises Pty Ltd, T/a Surf Coast Wealth Management, is an Authorised Representative of Lifespan Financial Planning Pty Ltd. Australian Financial Services Licensee—Licence Number 229892. For Financial Services Products only.A copy of our financial services guide can be obtained fromwww.surfcoastwm.com.au