1300 364 650

DMFS Financial Advisers is a financial planning practice focusing on retirement planning, wealth accumulation and aged care.

Welcome to DMFS Financial Advisers

 

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

About Us

DMFS Financial Advisers

DMFS Financial Advisers is a personal service investment, superannuation and retirement planning business. According to Money Management, 67% of financial advisers do not believe client’s parents, DHS and aged care is an issue they are required to service.We believe that we can either assist with a client’s needs, or have the resources to refer to someone that can.Retirement planning is a focus of the firm, along with aged care and superannuation (40+ age bracket), which are all closely related (family related).

Why 40+? If you are paying down household debt, getting children through education, life is simple, pay the debt of quickly, do the best you can, and survive! We assist in wealth accumulation, and are not licenced in personal debt (mortgages). We can refer to appropriate brokers, general insurance brokers and estate planning solicitors, who will give the advice you need. After the tasks of child rearing, we ensure you are the financial priority in your own destiny. We focus on working in partnership, which is more a relationship with our clients, in retirement planning.We respect that funds invested \ strategies delivered are based on client’s needs first basis.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, and you have access to your advisers mobile phone number. So you can sleep at night.We pay attention to these needs with one goal in mind- Your retirement needs.

How are we different – We specialise in an investment discipline that suits you. If that is an industry fund, a retail \ employer fund or Self Managed Superannuation Fund, our role is to simply explain the costs and returns (historical) or those decisions.

Decisions made by you, the client. 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.If you are ready to start your financial planning journey, contact us today on 1300 364 650 via appointment or referral.

DMFS Financial Advisers Educational Documents

 

SERVICES

 

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).

By Appointment we can discuss:

Portfolio Management ($500K investment assets to $5M*).

Retirement Planning

Direct Equities Portfolios

Self Managed Superannuation Funds

Aged Care

Adviser Profile                    Financial Services Guide (FSG)

*To note, above this level we refer to private client resources.

contact

Contact Us

Office: 1300 364 650

Mobile: 0424 61 60 60

Office Address: 8 / 350 Collins Street

Melbourne VIC 3000

Mailing Address: PO Box 1003

Macleod VIC 3085