My wife, Jennifer, and I first met Daniel Feldman a few years ago, through the CBA, seeking some assistance and direction regarding our financial affairs
It quickly became obvious that Daniel, was not only very competent and wise in financial dealings, but he cared about you. This genuine caring and openly interested approach is clearly an inherent characteristic of Daniel, something seldom seen in any area of business, but particularly appreciated when dealing with your financial security and future
My life took a terrible shift when I recently lost Jennifer to an unexpected illness, this resulted in surprisingly complex requirements to sort out my financial situation, obviously something that was not front of mind, but practically, needed to be done. Having become aware of what had occurred, Daniel, with huge support from Coel Clarkson, totally understanding my distressed state of mind, set about, on my behalf, preparing, submitting and resolving all the financial aspects of this life altering situation
It is difficult to fully express the enormous regard and respect I have for Daniel, and Coel. The professionalism, the knowledge, the compassion, the empathy and the kindness can be encapsulated in stating my total trust in Daniel, both as a financial adviser, and if I may add, a friend.
Daniel has been our financial adviser for a few years now and we have found him to be professional, friendly and very polite. Daniel is great at explaining complex topics and strategies in simple terms.
Daniel values his long-term relationships with clients, and loves seeing us achieve our financial goals. We would recommend Daniel as your financial advisor.
Dina and Silvio
Our relationship with Daniel Feldman goes back approximately seven years when he took on the role of Financial Advisor for my now deceased parents.
Upon meeting Daniel I immediately felt comfortable dealing with him, and my parents and I quickly developed a good rapport with him.
My parents’ retirement plan had already been set up by Daniel’s predecessor in the Company he then worked for and Daniel continued to review, advise and work out options which would better work in their favour.
He listened to their wishes, clearly explained what steps he was taking and acted quickly on any changes which needed to be made to their financial needs to ensure the best possible financial outcome for them as self-funded retirees.
Daniel regularly checked to ensure that they were happy with the way things were going. He also assisted me with Centrelink dealings on their behalf as they progressed into Aged Care.
Daniel was always only a phone away when I needed advice, or if he was unavailable, Coel Clarkson, his now Practice Manager at Family Financial Solutions, was there to help.
The more I dealt with Daniel, the more my husband Stan and I realized that Daniel was the ideal Financial Advisor for us as well, feeling confident that he would look after our financial needs as we moved into semi-retirement and retirement.
Daniel discussed and listened to our needs, explained the various options available to us and discussed the best options to suit our needs.
We were particularly impressed that, when putting a plan together for us, the various options available to us were put in writing, explaining why they would or would not be suitable for our particular needs.
We did not feel as though we had verbal ‘information overload’.
We are always able to refer back to the reasons why particular choices were made.
We cannot speak highly enough of the service we have experienced, both for my parents in the past, and for ourselves currently.
Daniel and his team have always gone above and beyond anything we had previously experience in our dealings with Financial Advisors.
We would highly recommend Family Financial Solutions to anyone requiring an understanding, approachable, trustworthy, professional, caring and highly knowledgeable financial and retirement planning services team.
Ksenija and Stan
Daniel - Our Financial Advisor is truly interested in is clients needs. He is passionate in what he does.
He has the knowledge and genuine interest in achieving the best for his clients.
What were our short term and long term financial goals, what our retirement expectations looked like to us. He made recommendations on how we could achieve these; taking us slowly through the process.
We have had several meetings to work out a plan to achieve these goals. This was done in professional manner, while still maintaining the personal touch.
We felt we could ask questions and able to express our own opinions, having everything explained thoroughly
Daniel is easily contactable and has demonstrated to us that we are important.
We would recommend Daniel and his service and look forward to our continued association.
Anne and Peter
I have known both Daniel & Coel for a number of years now.
Both have been instrumental in assisting Michael and I to reach our retirement goals.
The financial planning advice has been given with high regards to the lifestyle we would like to maintain into retirement.
Advice provided has been easy to comprehend and it has been a pleasure to deal with them both. Their commitment and passion in this industry truly shows.
We look forward to a happy retirement that will now be possible due to advice provided by Daniel and Coel.
Michael and Tina
I have known and been a client of Daniel's for over 5 years. A wonderful person and family man.
He has always given me honest sound advice, he takes time to explain word for word what all aspects of any plans he sets and keeps in touch every step of the way.
I am confident knowing he will always put my best interest first. Daniel’s moto is “Family First,” so I know that he will always handle my affairs, as he would any member of his family.
Take the time to talk with Daniel and you will see how devoted he is to your needs.
My husband and I have been dealing with Daniel Feldman for eight years as our financial advisor.
We sought out his services when my husband retired as we needed expert guidance in investing our super and cash, so we could live in peace knowing our future looked financially rosy.
Daniel listened to what we wanted to achieve in our senior years and suggested strategies to make our money work for us.
He’s been with us every step of the way and it's peace of mind knowing our money is working for us (even in this unpredictable economic climate). He has also helped us deal with Government Agencies (Centrelink) and has vast knowledge of their requirements.
Daniels advice has been fantastic and it's very reassuring to know we are on track with our investments.
Daniel is very easy going, a great listener and very knowledgeable.
It’s always a pleasure dealing with him.
Ros & Michael