Financial Aspects

Always friendly and professional, Daniel has helped me with several financial situations I have found myself in. He always seems to go the extra mile and I fully recommend Financial Aspects to anyone looking for financial advice.

Great business,Really easy to deal with and a friendly professional service110% recommended

We sought out help from Dan from Financial Aspects recently when we wanted to set up our insurances having had our first child.We also wanted to know whether our current investments were set up for optimal returns over time.Dan was very thorough in assessing our needs for insurances, understanding our financial goals, our personal investing style and risk tolerance.He was extremely helpful when it came to identifying some basic changes in some of our investments that would be more tax efficient.In switching one of our previous investments to a more tax-efficient investment, we will save more than 125k in CGT by the time we’re ready to retire.Our decision to seek help from Dan was one of the most financially reassuring decisions we could have made.He is knowledgeable and trustworthy, and I’d have no hesitation in encouraging anyone, regardless of their age or proximity to retirement, to chat with Dan and Jodi about their circumstances.It’s a decision that might save you hundreds of thousands of dollars.

Thank you for time yesterday, Dan! I'm feeling so relieved after our first meeting because my finances are finally starting to make more sense. I really appreciate your expertise and ability to explain the different options for super, investments and personal insurance in plain English, which made it so easy to understand. Now I have solid numbers to base my investment and insurance decisions on and feel a lot more in control of where I am heading. Thank you again, Dan!