Explore diverse investment opportunities tailored towards realising your objectives. Whether reassessing your current portfolios, structuring future-oriented savings plans, or engaging in personal investments for property endeavors, we curate solutions customised to your risk profile and financial goals.
Our investment panorama covers index funds, managed funds, direct shares, and Separately Managed Accounts (SMA).
Personal Investment Planning: Secure Your Future.
Discover the power of superannuation strategies and investments with our specialised services. With our guidance, we ensure that superannuation benefits are invested according to your risk tolerance and individual financial situation. A comprehensive review can make a significant difference in your retirement, enhancing both investment returns and cost effectiveness.
Reviewing binding nominations, insurance cost and tax implications upon premature death is pivotal and should be reviewed regularly. Proactively managing these aspects of your finances will help prevent potential future hardships for both you and your family. Schedule a meeting now to review your superannuation arrangements.
Superannuation Solutions: Plan for Retirement.
Superannuation is a robust financial mechanism for retirement planning and tax management when utilised effectively. Major life events such as property sales, downsizing, retirement, estate planning, and capital gains tax considerations demand careful financial management.
We can help you navigate through these events to utilise the appropriate contribution strategies for your needs. It is important to seek expert financial guidance as there are strict regulations around contributions .
Superannuation Contributions: Plan Your Future.
Benefit from our expertise in insurance bonds, strategically designed to assist you in accumulating funds for future expenses in a tax-efficient manner.
Whether it's saving for a house deposit or planning for educational costs for your children and grandchildren, we can provide expert assistance and investment guidance tailored to your long-term financial goals. Insurance bonds can be a lucrative savings and wealth accumulation vehicle, but require expert guidance given the complexities of their structure and taxation.
If you're thinking about saving for a property deposit, or planning to invest for the long-term well-being of your family, we encourage you to reach out for a confidential discussion.
Insurance Bonds: Grow Your Wealth.
Australians are increasingly embracing sustainable and ethical investing, carefully selecting where to allocate their funds based on values.
With a shift away from industries like gambling and tobacco, investors are turning towards companies championing sustainability. Let us help you create investment strategies that resonate with your personal preferences and beliefs.
If this is an area you are passionate about and want to discuss further, we recommend that you reach out so that we can build a plan to suit your needs and objectives.
Sustainable Investing: Grow with Purpose.
We understand that at different life stages, individuals have diverse needs for safeguarding against risks. While some may lean towards fixed-interest investments like government bonds and term deposits for peace of mind, we appreciate the importance of tailored solutions.
Allow us to assist you in navigating these complexities and crafting investment strategies that align with your unique circumstances.
Fixed Interest Investments: Stable Returns.
Achieving financial freedom often involves tackling debt head-on, especially as retirement draws near. For many, the goal of debt elimination and homeownership takes precedence in their financial planning journey. Likewise, investors preparing for retirement strive to reduce debt-related stress to enjoy a more secure future.
Leveraging our expertise in debt structuring, we offer customised strategies to help you effectively manage your debt and provide insight into future repayment obligations. Take the first step toward a debt-free future by contacting us to discover the strategies that best suit your needs.
Strategic Debt Planning: Achieve Stability.
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Dumont Wealth Pty Ltd
Disclaimer and General Advice Warning
This information is general advice. We have not considered your objectives, personal or financial circumstances. You should consider the appropriateness of the advice for your circumstances before making any decision. You should obtain and consider the relevant Product Disclosure Statement and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. To the maximum extent permitted by law, no person including Alliance Wealth Pty Ltd nor its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information. While every effort has been made to ensure the accuracy of the information, it is not guaranteed. It is based on our understanding of regulations and laws as at the publication date. As these are subject to change you should talk to a professional adviser for the most up-to-date information.
Dumont Wealth Pty Ltd | ABN 19 674 606 332 | Corporate Authorised Representative No. 1308337 | Alliance Wealth Pty Ltd | ABN 93 161 647 007 | AFSL No. 449221
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