We maintain transparency in our pricing methodology, openly sharing all costs for trust and clarity. All costs are disclosed upfront based on your needs and the strategies we will provide. We have designed our pricing structure to be easily readable so that you know exactly what you are paying for.
Cultivating a genuine relationship with you is our top priority. While face-to-face meetings are preferred during the initial advice session, we understand the value of offering virtual meetings for convenience.
Important note: We will meet with people located within Melbourne and it's surrounding regions. Contact us and we will discuss the options available for meeting based on your personal situation.
Absolutely! Aligning with our fundamental principle of transparency, we've made these testimonials accessible on our website (click here) for your perusal. Additionally, we've included a link for you to view them publicly on an independent website, affirming our commitment to unbiased reviews. Complete transparency is our promise.
Your circumstances are unique to you, so we take the time to understand what you are trying to achieve. This enables us to use the tools and strategies best suited for you. We are meticulous and methodical in our approach and can help coach you towards these important milestones. For example, if you are looking at retirement, we can plan ahead of time to ensure the calculations and structures are ready for when that time comes. Funding education is best planned many years in advance to ensure that you have time to accumulate wealth. Moreover, if you are looking to purchase your first home or properties for other purposes, we can work with you to set realistic objectives and build strategies to get there.
Get started on your financial planning journey today with ease by booking a complimentary initial consultation (click here). If you decide to move forward, we'll schedule a Discovery meeting where we delve deeper into your financial needs.
Before the Discovery meeting, we usually send an agenda and a checklist, covering essential tasks such as securing a certified copy of your identification, detailing your assets and liabilities, existing accounts (super/investment/pension), insurances, and income/expenses. This preparation ensures our meeting time is focused on discussing your goals, priorities, and how we can support you.
Certainly! Our expertise in this area ensures your journey towards retirement growth is backed by an investment strategy that aligns with your needs and risk tolerance. As retirement approaches, we can assist in establishing crucial structures like an Account-based Pension from super, evaluating cash flow and retirement fund longevity, and planning for long-term necessities such as care or home modifications. With access to a diverse array of resources and solutions, we can address nearly any requirement that arises.
Our services cater to various needs and demographics, ensuring inclusivity. Whether you're a young individual, a family focused on wealth accumulation and debt reduction, approaching retirement, or already retired, we offer diverse solutions. These solutions grant you access to transparent information, strategies, and resources at competitive rates. Our objective is to provide value to every client segment through multiple avenues.
Our pricing structures are transparent and straightforward. Following the Initial Advice Process and implementation of strategies, we extend an invitation for ongoing support. Tailored packages cater to your specific needs and life stages, inclusive of various services and an annual formal meeting.
Ongoing advice is paramount for achieving your goals, allowing us to adapt investments, reinvest holdings, adjust insurance premiums, and offer support as needed. With our continuous assistance, you can navigate financial challenges with confidence. Through this process, we will most importantly keep track of goal attainment and make adjustments as necessary to ensure that we remain on course.
Absolutely, we are fully registered and compliant with the necessary laws and regulations. You have the option to look up our adviser names on the official MoneySmart adviser registered website (linked here).
You can verify the credentials and registration of a financial advisor in Australia by searching their name or AFSL number on the ASIC Financial Advisers Register or the MoneySmart website. These platforms provide information about an advisor's qualifications, registration status, and any disciplinary actions or breaches reported against them.
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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
www.centrepointalliance.com.au/fsg/aw
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