Daniel Liu is an independent investment and wealth-planning consultancy focused on helping individuals and families build a secure path toward retirement. Its services combine a clear assessment of a client’s current assets, cash flow, risks, and goals with a tailored strategy for asset allocation, portfolio construction, and tax efficiency. The consultancy supports clients through implementation and ongoing reviews, adapting plans as personal circumstances and market conditions change.

Its offerings include personal financial and wealth planning, portfolio analysis, passive-income planning, succession planning, and tax planning for income tax and capital gains. The approach emphasizes structural investment strategies designed to navigate market cycles with lower volatility, rather than trying to time the market. Daniel Liu also highlights fiduciary independence: the consultancy says it earns no product commissions and has no bank sales targets, helping reduce conflicts of interest. Communication is intended to be clear and educational, without unnecessary jargon. The service is suited to professionals building wealth, families organizing succession, and investors seeking an independent second opinion.