Tailored, professional financial advice can help you make informed financial decisions and create long-term financial security for you and your family. A financial adviser can assist you with managing and meeting your short and long-term financial needs, from starting out in the workforce right through to planning for retirement.
A DMFS Financial Advisers member can:
In order to ensure your financial plan is right for you, we will take you through a series of steps.
Work out where you are today.
This involves gathering your financial data such as income, debts, financial commitments, etc. and working together to determine your current financial situation and ongoing needs.
Define what you want to achieve.
Ask yourself what you want to achieve in the next few months, over several years and many years from now.
Consideration and strategy development.
General discussions about broad strategies that may be suited to your unique goals and personal situation.
Once you’ve agreed on the scope of advice required, upon your approval, we will prepare a written, tailored financial plan (Statement of Advice – see below).
Creation and implementation of your financial plan (as agreed by you).
Your plan will include a recommended selection of specific products (if appropriate), such as managed funds, Australian and international equities, as well as alternative options for you to consider.
In order for us to accurately assess your current situation and create an appropriate financial plan, we may need you to provide us with a range of information.
Click here to download a checklist of some of the most relevant documentation that you should bring to your first financial consultation. For more information speak to your adviser.
Level 8, 350 Collins Street
Melbourne VIC 3000