DMFS Financial Advisers is a uniquely structured financial planning practice, offering solutions for all your financial needs.
Retirement planning is a focus of the firm, along with aged care and wealth accumulation (40+ age bracket), which are all closely related.
We focus on working in partnership with you, the client, to enable you to reach your financial goals and secure your lifestyle. Many financial planning practices focus on fee based reviews. We focus on event based advice. Event based advice is knowing that you have access to your adviser when you most need our services. Simply, we return calls promptly.
Whether this is marriage, having children, changing occupations or starting a business, we pay attention to these needs with one goal in mind – Your retirement.
How are we different – We specialise in an investment discipline that suits you. If you are conservative and require term deposits to protect your assets, best of breed managed funds, or direct equities, our licence and investment approach covers all these areas (from Self Managed Superannuation Funds, to Direct Equities, Term Deposits, Fixed Interest and Australian Share managed funds).
If you are ready to start your financial planning journey, contact us today on 1300 364 650.
Click Here for our Corporate Profile and Specialist Areas.
DMFS Financial Advisers offers an extensive range of financial services which enable us to create a tailored financial plan, whatever your financial situation.
For our aged care step-by-step guide – please Click Here (Aged Care – The Process).
Our team of professionals offer in-depth knowledge and advice in the following key areas (click for further information):
HNW Portfolio Management
Direct Equities Portfolios
Self Managed Superannuation Funds
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Level 8, 350 Collins Street
Melbourne VIC 3000