About Me

Daniel Morcombe is an experienced financial planner and
personal risk advisor who helps business owners, medical
specialists and retirees to manage their often complex
financial affairs to build and protect their wealth so they may
enjoy a life of financial security and choice.
Daniel’s clients share key characteristics; as business
owners and medical specialists both young and established
professionals - they experience considerable time pressure;
as high income earners they have financial complexity that
regularly traverses personal and business matters, and in
retirement Daniel’s clients require advice for reliable income
streams and wealth protection strategies.