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 you current situation
- Propose recommendations for your advised outcome
- Implement advice once agreed upon
- Track and review your situation
Frequently Asked Questions
How can advice at DP Wealth Solutions help me?
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.
When do I need advice?
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
Do I have enough money or assets to have a financial adviser?
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.
How can I accumulate wealth?
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.
Why should I protect my assets?
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.
How much does it cost to see a financial advisor at DP Wealth Solutions?
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.
If you would like more information or to book an appointment with Andrew please contact the office on 03 9696 7878 or firstname.lastname@example.org
DP Wealth Solutions is an Authorised Representative (Number 222909) of InterPrac Financial Planning Pty Ltd (AFSL 246638).