Preparation for Aged Care Meetings (documents below) 

Click here for “What do I Need to Bring to Meeting”

Click here for “Centrelink Authority Form”

Click here for “Aged Care Authority Form”

Click here for aged care information

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.