Because you’re unique, the financial management advice you’ll receive from us will be designed for you, based on what you want in life. We’ll take a step-by-step approach to help you reach your goals.
We may make recommendations about your day-to-day money management or make suggestions to help you make the most of your financial potential. We can also take actions on your behalf if that’s what you prefer.
Daniel has helped us consolidate our debts, refinance our home and put us in a position where we are looking to buy our second property.
After running into some financial difficulty I was recommended to Daniel through some mutual friends. What Daniel had done was coach me through it, followed up with constant meetings and made sure I got a better financial situation.
He was very persistent in the beginning and I am really pleased he was because we are all very often time poor and that was me always wanting to do something about my retirement and my Superannuation but never getting around to it. Finally we got it sorted and I am very happy with the result. I would recommend Daniel to anyone because it has been a really good journey and I am very pleased with where we are at today.
We have accessed the services of Constancy Wealth for the past three years and are very happy customers. We were at first sceptical about how they would be able to help us as we transitioned some of our superannuation from one package to the next. Daniel was particularly professional and helpful and through perseverance managed to get my husband to take time out of work to discuss options for our future. Constancy Wealth helped us plot our future and give us the confidence so we could move forward and build a new home.
When it came time for us to build, we once again sought the services of Constancy Wealth to help us negotiate a favourable interest rate and deal with the overwhelming bank paper work. Nothing is too much trouble for Daniel and he fits into our busy schedule with after hours’ visits for signatures. Daniel is a good communicator and readily answers emails and phone calls and keeps us up to date with progress on our finances.
As I travel constantly for work and my husband runs his own company we value the personal touch of Constancy Wealth and the reliability of staff when we ask for assistance or answers. Daniel was a regular and welcome visitor to our building site and took some of the stress out of the building project. We look forward to working with Constancy Wealth as we head closer to retirement and making those big decisions for the future.
I was highly impressed by Daniel from our first contact and my high regard for him has only grown throughout our 8 year journey together.
Daniel's advice is exceptional and has not only saved me and my husband money but also made our money grow. He is prompt, thorough, knows the market and is extremely professional, as are many financial planners. However, where Daniel stands out from the rest, and the reason I wanted to be his client, is that he is:
- one of the genuinely nicest, honest men I have had the pleasure to meet;
- determined to ensure success for his clients and thus himself.
This want to succeed inspired me greatly and I wanted to watch Daniel become the success he was so obviously meant to become, knowing, as a bonus to me, that his success was intrinsically linked to mine.
It truly makes my heart smile to have watched Daniel's business grow and prosper, as I know this means there are many other clients like me who have also benefited from Daniel's good business sense and good hearted ways, e.g.: Daniel donates to charities and is extremely charitable to those in need.
So, if you want your money to grow with someone you can trust and enjoy, both the process and the person, Daniel is the man for you.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
Constancy Wealth Management Pty Ltd ABN 51 168 427 361 trading as Constancy Wealth
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