Financial Planning

At DP Wealth Solutions we will work with you to find clarity about what your goals and objectives are. When we have a clear vision about your goals we will tailor a plan to help you achieve them using tools such as budgeting, investing, gearing, self-managed super etc. to help along the way.

Examples of goal setting might be that you would like to buy your first home or investment property, pay off your mortgage, set aside funds for your children’s education, buy a business, or perhaps plan for your retirement.

Seeing a financial advisor for the first time can seem daunting so often the best time to seek advice is when one of the following events occurs;

• Planning a family and saving for education costs
• Looking to invest ongoing capital or an inheritance
• Planning to retire Starting or changing occupations
• Buying a house or paying off a mortgage
• Marriage or separation

Almost anyone can benefit from seeing a financial advisor. The actual amount of savings or assets does not matter as your goal could be to build wealth or to protect your wealth; every goal and situation is different.

The key to increasing wealth is to have a goal and a financial plan of how you are going to achieve that goal. At DP Wealth Solutions we can assist you with asset selection and allocation and a tax effective way to achieve your financial freedom.

Protecting your hard earned assets though the appropriate structures and insurances is vital. A traumatic event such as death, illness or injury is hard enough without having to worry about your family finances and the protection of assets.

Our initial meeting cost will be absorbed by DP Wealth Solutions to assist in assessment if we can add value to your financial future. If so, we will then discuss the next steps involved with you and depending on the complexity of the advice, the costs for our time vary. All costs are disclosed upfront so there are no hidden surprises.