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.

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.

How to start with your retirement plan

We have been successfully helping the people of Gippsland to secure their retirement for many years. We have a team of professional financial advisors backed up by a great team of accountants.

To start making informed financial decisions about your retirement, call our friendly office to arrange a conversation with our financial advisors.

Click To Contact DMG

What Our Clients Say

R & M – Qatar

You have been managing our superannuation funds for more than ten years. Your advice has always been complete and honest, and if we had any queries you were more than ready to answer them. You worked closely with our accountant in finding the best solutions for us as our circumstances kept changing. You helped us to get through the global financial crisis with minimum damage. You have our full trust to the extent that you are managing also our children’s superannuation funds.

You have shown great care and understanding in the past, and we are looking forward to you managing our finances in our retirement.”

R & M – Qatar

Camille

The team at DMG assist with financial matters not only with business’s, but with managing super funds on a personal level, so I get the most out of my savings. I feel confident with the way I am kept informed. Also the office staff are always helpful. I value their honesty with what is happening with my money.

Donald

I have peace of mind, knowing my affairs are monitored and relevant advice is delivered in a timely manner. Always contactable and available,Bean and the team at DMG handle my future financial securuity with good sound and researched advice.

Kerry

Ben and the team at DMG has taken the stress out of our retirement so we can relax and enjoy life. Everyone involved at DMG is friendly and helpful.

Colin

Julie has a good understanding of both our needs and optimistic approach to achieving our objectives. DMG has a team of experienced financial planners who take a keen interest in financial affairs

Bev

I would like to extend my gratitude to Julie for her professional ethics and her kind nature which she offered to me during a very difficult time. My elderly mother entered an aged care facility, at the same time as my husband was diagnosed with a terminal illness, and since passed away. Knowing that I could receive advice at any time was a great comfort. Also thanks to Jessica.  Regards Bev

Deborah C.  Abbotsford

Thank you so much Julie Irving for all your invaluable advice and assistance, I know the family and I are hugely appreciative as you relieved so much stress for us at a difficult time.

Iain

We are totally satisfied that our Superannuation and investments are being regularly monitored, with adjustments recommended when necessary, to ensure that our financial goals are achieved. The results over the past 15 years have been impressive.

Lee Grant

Julie listens and understands us, giving us peace of mind. She helps you to manage your finances and fully understand all governmental changes etc.

Fiona Hobbs

I would highly recommend Julie Irving. I have been battling with Centrelink and my fathers retirement village where he owns a unit 2 1/2 years after going into residential care. I have been financing my father with his RAC as his unit is just sitting there. No one was willing to help me so this ended up costing me $600 a fortnight to keep him in a descent facility. It is now ending as Julie has given advice and spoken to the powers that be.She knows what to ask where as a beginner I had no idea. Forever grateful.

Fiona Hobbs

Kevin

DMG carefully make sure our money is working effectively for us through these turbulent times. They provide us with a relatively secure investment strategy that meets our need. Real sense of a small, rural, personal company looking after OUR interests.

Sharyn

DMG takes the time to understand where I am at, help me plan for the future. I bounce ideas off them and they help me along my journey to look after all my money matters.

Bruce & Gail

We have a successful and rewarding relationship with Julie Irving and DMG Financial. They provide relevant advice and manage our financial future very well.

Maureen

Charles is always sensible, reliable and utterly professional whilst still presenting himself almost like a family friend. We are happily coasting along with the belief that our money is being invested as well as it can be, and that hopefully we won’t have to worry about financial matters unduly for the rest of our lives. The team at DMG look after everything financial, for people at every age of their adult life.

John, from the military sector

We have been a client with Ben Lancaster for 17 years. Having a financial advisor gives us peace of mind and confidence. In the short term, we know that our money is being managed effectively. In the long term, we can be confident that our retirement goals will be met.

My wife and I were in our mid- to late-twenties when we were introduced to Ben. We had a bit of money saved up between us, and we were looking to do ‘something’ but did not have a firm idea of what that ‘something’ was.

With Ben, we never got the feeling we were being ‘worked’. He is a local Gippsland guy who studied in Melbourne and returned to settle back into life in regional Victoria with his young family.

John, from the military sector

Lyn & Ross

DMG have two roles for us – great accountants and secondly look after our financial world with honesty and transparency. We look upon DMG as our financial family.

Trevor

Charles provides rational, up to date information as/when required. He’s a reliable point of contact and provides peace of mind in controlling my funds.

Kerry

DMG take care of everything financially in your retirement and leave you to relax and enjoy life. We coudn’t be happier with the excellent service we have received from DMG. Our financial future is in the best hands we could ask for.

Roslyn Pearce

“The advice provided by Charles is delivered clearly. I feel confident that the advice I receive helps me meet my goals.”

Susan bland

The advice provided by Michael was easy for me to understand. He showed me how to access Centerlink and preserve my funds while lowering my debt. The advice helps you understand how to maximize your capital in retirement.

Allan & Sue

DMG provides a genuine professional service and help us to remain ahead of the global markets. Charles is a thorough gentlemen. Advice is explained clearly and our expectations are being achieved. We have peace of mind that we’re heading towards a comfortable retirement 

Michael – Gippsland

Thank you for your help with our finances it makes retirement enjoyable.

Michael – Gippsland

DMG Financial – Delivering financial security and peace of mind to the people of Gippsland for over 20 years.