03 5144 4422
WE ASK THE RIGHT QUESTIONS
We want you to achieve your aspirations so we ask you the right and sometimes hard questions and we listen. We help you identify your goals and objectives so that together we can define your priorities and we will be honest about whether you can or can’t achieve them in your timeframe.
WE ASK THE RIGHT QUESTIONS
HEAD IN THE RIGHT FINANCIAL DIRECTION
We want you to sleep better at night knowing you have made the right decisions about your future. DMG will provide you with clear directions on how to achieve the priorities in life.
HEAD IN THE RIGHT DIRECTION
PARTNERING FOR THE FUTURE
Our clients consistently tell us that they found us after searching for a truly experienced advisor who works on transparent fees instead of commissions. Our clients want someone they can trust with their life goals and plans, not someone who profits from the products they recommend. In many cases, they have spent some time searching for someone like us and have found us through their research or via recommendation.
WE WON’T LET YOU OFF THE HOOK
We want you to achieve your goals but we know sometimes life just gets in the way. We won’t just put a plan in place and provide you with directions; we will keep you accountable along the way. We will proactively manage your business succession or personal financial plan and work with you to ensure we respond to changes in your situation.
WE WON’T LET YOU OFF THE HOOK
AVAILABLE WHEN YOU NEED US
We want to get to know you and we want you to get to know us. We are a team of locals that are passionate about helping as many people in the community to live their best life.
AVAILABLE WHEN YOU NEED US
A CLEAR DIFFERENCE
DMG has a dedicated Aged Care team who specialise in helping clients and their families navigate this complex area of advice. By working with DMG you also have access to The DMG Diversified Portfolio – our investment vehicle that is commission-free and run entirely for the benefit of it’s investors.
We work only in your best interests to achieve your goals. Our fee structures are transparent, ‘fixed and agreed’ before we work together. Most importantly we are locally owned; this means you will not receive biased advice in favour of a major institution.
People are pleasantly surprised by our ‘focus on the client approach’, as this means you do most of the talking. We want you to truly express your aspirations and goals. We want you to talk about your aspirations, be they:
- Calculating how much money you need to live the life you want
- Meeting your lifestyle aspirations
- Helping your loved ones through the early stages of their life
- Renovating your home
- Establishing your business
- Investing in a new business
- Growing your business
- Preparing your business for sale
- Analysing part of your business operations and recommending improvements that will add value
- Helping your loved ones through their later years of life
- Wanting to know how your superannuation can work for you both today and in retirement
- Protecting your family and/or business with life insurance – without commissions.
Once we know what you want out of life, we can then take care of the financial work that is required.