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Introducing Dan Walsh from Tailored Wealth

Introducing Dan Walsh from Tailored Wealth

By John Lechner

Dan Walsh from Tailored Wealth

I am going to preface this bio with two points. Firstly, Dan is the only person I trust to give me sound, no BS, financial advice. He is our family financial advisor and has been for quite a while now.

To have Dan explain a complex financial issue in 5 minutes on a whiteboard is actually empowering, you walk away having grasped what he is explaining.

Secondly, he is a mate and business colleague. Our friendship has grown from our mutual interest to try doing things differently in our respective industries, to innovate and to enjoy our work. 

In the end, when it comes to the financial advice Dan gives me and my family I trust him implicitly.

So let me introduce Dan to you, he a Newcastle boy who moved his family home and business to Maitland in the Hunter Valley Australia.

Dan is passionate about Financial Planning and in his words "I support individuals to make smart decisions with their money and the accountability that gets them on track to financial independence."

He is driven by  a focus to provide memorable life experiences for his family and be the best version of himself.

Dan loves to travel and when asked about his favourite place he responded

"I have travelled to so many places around the world it’s hard to have one favourite. Each experience is unique for different reasons. If I had to narrow it down I would do it this way:
To Live: New York City
Nature:  Doubtful Sound New Zealand.
Skiing:  Whistler Canada
Food & Wine:  Pizza & Chianti in Tuscany"

I asked Dan about his unfulfilled "Bucket list" item?

"I want to attend a Superbowl Game!"

Asked about his favourite food and travel experience.

"I’ve always liked authentic local food when travelling. From fresh Crawfish & Gumbo in New Orleans to whole Peking duck in China. Go where the locals are and order anything you haven’t tried before."    

If you had $1000 spare and no rules on how to spend it what would you do?

"$1,000 probably wouldn’t get me to a 49er’s game and home again so I’d probably throw a dinner party with close friends. Stock up on some quality wines and serve up an 8 course degustation."

To contact Dan

Web:             tailoredwealth.com.au
Facebook:    /tailoredwealth

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