Plan for retirement.
Do you have a plan for retirement in place?
It doesn’t matter whether you’re just starting out or on the countdown to your final day at work, you need to think about retirement planning sooner rather than later. Before you know it, you are going to reach an age when you are ready to look at retiring from the workforce, and what then?
The key to a retirement with certainty is to start planning for it now.
At DMG, our focus is on helping our clients to maximise their retirement. We consider your personal aspirations and financial needs to create a tailored retirement plan that has true meaning. We can help you get your financial house in order, and keep it that way. A thorough review process then supports your financial plan into the future.
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Wealth.
Manage and grow your wealth.
We understand that you are far too busy running your business, doing your job, or managing your household, to hunt down a better interest rate, investigate new investment opportunities or review your personal insurance to ensure you’re adequately covered. At DMG Financial we can take care of all your financial needs; we can manage your money and grow your wealth while you do what you are best at doing.
We see our role as more than just your financial advisor; think of us as your personal advisors who are here to help you ensure you are financially organised.
Just some of the ways we can help:
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Make sure that your everyday cash flow is set up and managed
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Protect your assets and your ability to earn an income, to ensure your family is looked after no matter what life throws at you
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Help you prepare for life after work or when the kids have grown up and moved out of home
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Enable you to take advantage of investment opportunities when the time is right
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Structure your debt correctly, and ensure you get the best rate in this competitive and ever-changing market
Once the basics are in place, we then have the visibility to help and guide your family’s future by ensuring you take advantage of any changes in the marketplace.
The first step is to Identify what is important to you.
We start with your basic needs and work through to your aspirations, ambitions and desires. This helps us get a clear picture of your ideal life.
We also fulfil other important roles in this process. These include advising you on what is realistic, and if necessary, working with you to refine your priorities. We will also provide accountability and discipline to help keep you on track.
Our experienced and high quality team is dedicated to continually improving our service to you. Our administrative team handles all paperwork efficiently and easily, making the whole process easy and stress-free.
We operate on a fee-for-service basis, where all costs are quoted up-front so there are no surprises. We will not accept commissions, rebates or other benefits from product providers when we work for you.
All of this is aimed at providing you with certainty about your current and future financial position.
Being able to tell clients that they are on target to achieve their goals gives us enormous satisfaction. Advising clients that they are only working because they want to rather than because they have to is met with relief and appreciation.
Helping you maximise your chances of achieving your aspirations drives us to produce our best for you.