As we lead busy lives and have each held jobs with several employers, we were seeking advice on financial strategy, including: consolidation of superannuation and insurances, creation of will and testament, and a ‘health check’ on whether we were on track to our goals for retirement. Daniel has been absolutely fantastic. Not only did he help us plan how we should consolidate superannuation, but actually took on the task of making all of the changes with the various superannuation funds. In doing so, he identified a trauma policy that I had forgotten I had, which I was eligible to claim for and was awarded. Because of Daniel’s dedicated efforts on our behalf, we are now much more at ease with our financial direction and future. Tremendous service!