VirtueLife Financial

Amazing guy to work with!! Cares deeply about his clients definitely recommend Nick 🙂

Having thought I'd be meeting with just one financial advisor I was surprised when I arrived to learn that there were actually three sitting at the table with me!! That ended up being a great thing as they all had valid views to share.
Let's face it, sitting down with anyone to discuss your finances can be daunting but when there's three, eekkkk!! However, the team works very well together, after the first few minutes I no longer felt intimated.
Each member offered solutions and guidance which is really all I wanted. I learned of programs that I hadn't otherwise known about to help with retirement plans and a better overall understanding of financial priorities. I highly recommend a sit down with these guy's, and gal,, you'll be glad you did!

Virtue Life financial is the best place to go if you're looking for personalised service. Most financial service companies push their employees to be salespeople and not advisors who are there to help you, but the people at Virtue Life are there to help you first and foremost. After a bad car accident my fiancé and I felt that life insurance would be a good investment for our future, to make sure that if one of us passes then we'll be financially secure and the funeral won't be a burden. We were pretty clueless about how life insurance policies work, what the different policies do, and how to set it up. The associate at Virtue Life talked us through the whole process, explaining everything patiently and clearly. He did an incredible job getting to know us and our needs in order to present us with options that fit our case specifically, not just pitching something expensive right off the bat like some financial service businesses would. Not only did they find us a cost effective policy with a reputable insurance company, they made sure that we know what was happening every step of the way and had the policy set up in a way that would leave it open for changes and upgrades in the future. If you've ever had bad experiences with the transactional/sales oriented nature of other financial services, you can rest assured that Virtue Life has your best interests in mind. If you're struggling with debt, unsure of what to do about insurance, or looking to invest for the future, the people at Virtue Life are the best around.

Daniel has mastered creating a professional and relaxed environment for his clients. He is extremely knowledgeable and has excellent communication skills. He takes the time to ensure you are confident with the information he’s given you and has an incredible way of delivering said information in a non-overwhelming way. 10/10 recommend Daniel to anyone exploring the world of financial planning.