Helping small business
owners better manage
their income to create
the life they desire.

A step-by-step approach to fast track your wealth
through better cash-flow management.

Private & Confidential

    Book your strategy session today.

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    Partner Image

    Trusted Partner of the Geelong Chamber of Commerce

    Introducing Dan

    Proven strategies to increase your wealth

    As a small business owner, we understand the need for regular income, managing your monthly expenses & providing certainty for your family. Surf Coast Wealth Management specialises in helping you increase your savings, so you can enjoy a better tomorrow.

    Step 1

    A one-on-one strategy session with SCWM founder, Daniel Twentyman, to confirm your values, goals, & spending habits

    Step 2

    SCWM will go deep into your current financial position & will show you if you are on track to achieve your goals

    Step 3

    SCWM provides you with a customised financial strategy to achieve your income goal.

    The Surf Coast Way

    Empowering you

    We empower our clients to make better financial decisions for life – information, education, advice.

    Reach your goals with confidence

    Create your ideal lifestyle with our simple and easy to understand planning strategies.

    Collaborate

    We work with some of the best financial institutions to collaborate and offer you, the client, a better path to finanical freedom.

    Testimonials

    Meet Daniel Twentyman

    Daniel is a Surf Coast native, and has an extensive background in banking, finance and investment strategies. His passion is helping his clients build their understanding of their financial future & provide clear plans to achieve financial freedom.

    Professional Affiliations