Daniel Aitken Email & Phone Number

I believe non-aligned, independent advice from a team of professionals provides the best possible outcomes for clients. I saw it with my parents, who have received quality advice from an independent advisory firm for the last 25 years and I see it in Halcyon today. It makes such a difference to work with professionals where a conflict of interest does not exist. Only independent firms have the real opportunity to innovate in this changing financial landscape. Halcyon Private Wealth’s focus continues to support our clients in the areas that matter most to them. Our strengths lie in wealth accumulation, retirement strategies, superannuation, estate planning and ensuring the continued legacy of our clients for the next generation. Having been in operation for over 30 years, we have tailored specific portfolio solutions for our clients that focus on capital preservation followed by growth and income. One of our many investment offerings is the Halcyon Income Portfolio which focuses on above market income returns from the Australian share market but with typically less risk. Our purpose is to add simplicity to the complex world of our clients’ financial lives. We achieve this by being curious and understanding what’s truly important in our client’s lives – their dreams, concerns, values and beliefs. We are driven by a simple question, “What more can we do for our clients?”.

Listed skills include Strategic Financial Planning, Retirement Planning, Superannuation, Portfolio Management, and 14 others.