Why choose DMG Financial Planning?

  1. We are independently and locally owned
    We have our own Financial Planning licence, which means that we are able to make decisions, based on our clients' needs. 80% of all Financial Planning businesses are owned, controlled or licensed by large financial institutions such as banks & insurance companies, which means that these businesses are also answerable to the corporations and not solely the client.
      
  2. Our fees disclosure is open and transparent
    We do not charge entry fees or entry commissions on your investments. Our fees are for services stated upfront before you proceed with a tailor made plan. Many companies receive a commission for the money invested into funds, DMG Financial Planning does not.
      
  3. We have the staff to enable us to provide an initial and ongoing service to you
    Over 50 years combined Financial Planning expertise and 11 staff dedicated to provide quality service to our clients.  Director Gary Lucas has almost 20 years experience in the field. His team, Ben Lancaster, Julie Irving, Sally Jones and Jayne Dibble all have considerable quality experience in Financial Planning. This gives us the ability and capacity to provide the initial and ongoing quality service.
      
  4. Our focus is on your goals - what is important to you
    From the very first appointment, our focus is on the things that are important to you.  We identify your goals and aim to give you the greatest probability of achieving them.  Throughout our relationship we will monitor your progress toward reaching your goals.
      
  5. We are not stock pickers nor market timers
    We will not speculate with your investments nor take risks that do not provide an acceptable return. 
        
  6. We have not had any investments suffer a complete or permanent loss.
    We have been able to protect our clients from the investments that have failed and resulted in a complete or significant loss of capital.  These include- WestPoint, Fincorp, ACR, Basis Capital, Opes Prime, Lift Capital, Elderslie Finance, SESI, Great Southern & Timbercorp.
      
  7. We add value to performance by identifying areas where risks can provide an extra return
    We firstly aim to capture the market return and then add value through accessing those asset classes within the market that carry a risk that is worth taking.
     
  8. Compliance
    We are committed to running our business in a way that is compliant with both the legal requirements and more importantly the spirit of the law.  We invest heavily in this process.
      
  9. Value for Money
    Our advice is substantial and provides real value, including both SOA (Statement of Advice) and regular reviews.
      
  10. Satisfied clients
    The majority of our new clients come by way of referrals from our existing clients.  This indicates the level of satisfaction that exists in relation to our services.
 

 

 

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