Surf Coast Wealth Management
Overview
Surf Coast Wealth Management is a financial advisory firm based in Torquay, offering practical guidance to help clients make the most of their money at every stage of life. Led by Daniel Twentyman, the team takes a straightforward approach, focusing on strategies that align with individual goals and values - whether you're just starting out, building wealth, or planning for retirement.
Clients appreciate the clear communication, fee-for-service model, and ongoing support that includes education and mentoring. It's a place where financial advice feels approachable, and the focus is always on helping you take control of your future with confidence.
What Surf Coast Wealth Management offers
Personalised financial planning
Superannuation and retirement strategies
Investment advice and portfolio management
Insurance and personal protection reviews
Budgeting and cash flow management
Ongoing education and financial mentoring
Location
13 Grass Tree Ct, Torquay VIC 3228
Get DirectionsCustomer Reviews
Customers praise Surf Coast Wealth Management for clear, personalised financial advice that makes tricky decisions feel simple. Reviewers highlight help with superannuation reviews, insurance advice including life and TPD, investment strategies, retirement planning, and setting up practical systems to boost savings. The budgeting program and Cash Flow Advantage sessions get special mentions for building confidence, easing money stress and delivering tangible results. There is also positive feedback on responsiveness, integrity and value, with one client noting premium savings and a benefit from refinancing through the firms preferred broker.
Several reviewers repeatedly mention Daniel for his friendly manner, straight?talking explanations and genuine care. Whether you are a small business owner, just getting on top of your finances or refining your long?term plan, people feel supported, informed and excited about their financial future.