Howard Moodycliffe

Head of Marketing and International, wiGroup

Daniel’s approach to, and understanding of, his work are outstanding. As a client you know that you’re in a safe pair of hands, and that the advice provided is sound and with your best interests at its heart. I wouldn’t hesitate to recommend Daniel to anyone.

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Kristina Plimer

Founder and Head Coach at The Wealth Tutor

I have referred a number of my clients and connections to Daniel and the feedback has consistently been positive, with people commenting on his down to earth nature and approachability. I highly recommend Daniel for all your financial planning needs.

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Raz Chorev

Global Marketing Director | Digital Focused | Social Business Advocate

Working with Daniel is an absolute breeze! He is personable, knows his stuff, very diligent and happy to do whatever it takes to get the job done. I’m happy to recommend his financial planning and insurance services.

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Natalie Davidson

Co Founder / Director at The FireEngine, Creative Specialists

Daniel assisted us with our Financial Advise needs for a number of years prior to his leaving for Australia. Dealing with Daniel remains one of the most rewarding experiences I have had when dealing with a Financial Adviser. His attention to detail and quest to ensure that I always fully understood the process was always top of mind. In turn, he always ensured that the advise he gave was current and well researched. His knowledge of the Financial landscape was outstanding. His integrity and reputation flawless. I happily recommend Daniel to anyone who really wants to feel safe in the knowledge that their investments are well taken care of and the advise they are getting is sound. Every success to you Daniel. You absolutely deserve it!

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Brett Chester

Strategic Executive level Online Marketer; Demand Generation Expert, SEO/SEM whiz & OptimiZation Maven.

Daniel was great to work with. He had a raft of relevant information at his fingertips and was a wealth of knowledge.
I look forward to our catch up’s and am sure that anyone else he works with will get the same amazing treatment.

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