Helping people to
better manage their
personal finances
to create the life
they desire.

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

Private & Confidential

Find out if our Program is right for you. Fill-in our form & we will be in touch!

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Partner Image

Trusted Partner of the Geelong Chamber of Commerce

Introducing Dan

Proven strategies to increase your wealth

At Surf Coast Wealth Management, we understand the need for regular income, managing your discretionary and non-discretionary expenses to provide certainty for you and your family. We specialise in helping you manage your finances so that you can enjoy a brighter tomorrow.

Step 1

A one-on-one strategy session with your adviser will confirm your current financial position & spending habits

Step 2

Using your current financial position, we will go deep into the goals, values & objectives that are most important to you, then show how you’re tracking towards them

Step 3

We will provide you with a customised financial strategy report to help you to achieve your financial goals.

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 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

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