Building Wealth
Look Who Loves Us
Planning For Retirement
Planning For Business Owners
Protecting Wealth
We were unsure of seeking financial advice initially as it’s hard to trust a stranger with your finances and you often hear of how it goes bad for people. We also thought we were too young.
A family member talked us into having a meeting with Dan. Due to his professional guidance and support we were able to secure our financial future via our claimed insurance policies & investment plan which has meant a lot less stress on our family on top of the illness we have experienced.
We have complete trust in Dan’s advice and we regularly recommend him to family & friends.
The Financial Planning industry is infinitely better than it was even during 1990s, as a young bloke I was sold by over promising sales people, so we were very sceptical having experienced advice that was not appropriate at that stage of our lives.
We were advised by our accountant to see a financial adviser. It was a time in our lives where we had settled, our family structure was in place and it was time to look at securing our financial freedom we started by asking for referrals from colleagues, friends and family members who seem to be managing their finances successfully. The main reason we went to see Dan was due to a professional recommendation we received.
In ensuring due diligence we also checked that Dan had the proper credentials as a financial professional. Dan provided good, realistic expectations, helping us both understand how much we will need for a comfortable retirement and helping us to understand how much we will need to save in order to provide for our retirement and or family in the event that something goes wrong.
Dan has made the financial jargon easy to understand and digest and mapped out our plan to financial freedom.
His advice ensures that this is a margin of flexibility to accommodate us if we need to change our goals. We both believe Dan’s intervention has improved our situation.
I was interested in getting expert advice on what we should do with our finances. I felt that we connected personally with Dan and being of a similar age made me have more trust in his ideas and strategies. We could relate personally which made it a lot easier to discuss our situation and what our expectations were and I felt that Dan had a good understanding of our situation and goals.
We have invested the majority of funds from our SMSF which were previously sitting in a bank account and not doing much for us. I feel that our money is working better for us now than it previously was.
Dan has also been a good sounding board for different personal situations we have encountered in regards to buying and selling property and assessing the different options available to us.
I would definitely recommend Dan’s services. He is always quick to respond and is happy to help with any questions or concerns that we have. When we meet with Dan he is always very approachable and helpful and always explains things in simple terms to make his ideas and concepts easy to understand and interpret’.
‘I always felt that Dan had my best interest at heart and felt that I could trust him to offer me the best advice possible for my own situation. I felt confident in his product knowledge and being busy myself and not having the expertise in this field, I needed someone I could rely on and I felt that Dan person for me.
It’s important to have an expert in their field that is responsible for keeping a very close eye on how you are tracking financially for the future. My experience has been that Dan know who I am, what I have financially, what my goals are and he is on the spot at all times to offer me sound advice and to help me position my finances to give me the best possible outcome and achieve my goals. This has to be a very personal thing because everyone’s circumstances are different and everyone’s circumstances change so often. To end up in a sound financial position you can’t just leave it to chance, you have to work at it, keep on top of it and keep up with change and Tailored Wealth does all of this for me.
I would recommend the team’s services to anyone that wants to have a strong financial future. I can’t speak highly enough of how they have helped me over the last 15 years or more and have huge faith in the fact that I’ll get the best financial advice possible. I trust them, know that they are enthusiastic about what they do and that they will always be at the top of their game’.
