DP Wealth Solutions
Planning your financial future should not be taken lightly; there are many different aspects that need to be considered in creating a sound financial strategy. Let us help secure the future of you and your family.
Our in-house Financial Advisor, Andrew Bonnici BCom, AdvDipFinServ(Plan) is an experienced advisor who will research and recommend the most suitable investment strategy to suit your current and planned future needs. Andrew will help you make informed choices in line with your financial goals.
What are the areas of advice provided by DP Wealth Solutions?
- Superannuation and retirement planning (including self-managed superannuation)
- Wealth protection and insurance (life, disability, illness, injury, income protection and business protection)
- Wealth accumulation
- Investment advice
- Estate planning
- Aged care planning
- Centrelink planning
The financial planning process:
- An obligation free initial meeting to discover your objectives and gather your information
- Analyse your current situation
- Propose recommendations for your advised outcome
- Implement advice once agreed upon
- Track and review your situation
If you would like more information or to book an appointment with Andrew please contact the office on 03 9696 7878 or email@example.com
DP Wealth Solutions is an Authorised Representative (Number 222909) of InterPrac Financial Planning Pty Ltd (AFSL 246638).