MEET THE DIRECTOR AND SENIOR FINANCIAL ADVISeR
Hi there, I am Daniel - an experienced adviser with 14 years of expertise, dedicated to offering personalised guidance to working families, medical professionals and professional athletes.
I am a wealth protection specialist, providing expert advice on a comprehensive range of personal insurance products for complete protection.
Having personally faced and overcome an advanced cancer diagnosis earlier in his life, I feel fortunate to have a unique perspective on the importance of building a resilient financial foundation to support a balanced, fulfilling life.
I am passionate about helping people grow and achieve their dreams, which is why I am deeply committed to assisting clients in defining their lifestyle and financial goals. Many clients have shared how this clarity has helped them stay focused on what truly matters, avoiding distractions and staying aligned with their life purpose. To me, this is the essence of providing financial advice.
george private wealth's process
Step 1 - Discovery Call
Step 4 - Ongoing Advice Relationship
Step 2 - Discuss Specifics
We will have a 20-minute call, either by phone or video, to explore ways we can work together to reach your lifestyle and financial goals.
There is no cost for this call.
Step 2 - Discuss Specifics
Step 4 - Ongoing Advice Relationship
Step 2 - Discuss Specifics
We meet for 90-minutes, where you provide us with details to develop a thorough understanding of your current lifestyle and financial situation. We then discuss ways for you to achieve your future goals and objectives.
The fee for this meeting is $190 (ex. GST)
Step 3 - Financial Map
Step 4 - Ongoing Advice Relationship
Step 4 - Ongoing Advice Relationship
We develop a customized financial plan designed to guide you toward achieving your goals, both now and into the future. We also help you to implement the agreed upon strategies.
We will agree on my fee for this advice in step 2, based on the complexity of the recommendations being delivered.
Step 4 - Ongoing Advice Relationship
Step 4 - Ongoing Advice Relationship
Step 4 - Ongoing Advice Relationship
We pride ourselves on having quality relationships with our clients. We take an active approach of regular communication and revise your plan in response to significant life changes or shifts in the market.
We will agree on the ongoing advice fee based on my level of involvement over the next 12 months.