What Our Clients Say

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.

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.

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.

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.

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

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.

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.

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.”

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.

Carol – Gippsland

Mat’s knowledge and assistance have been integral to the development and everyday running of our business.  He has always provided a high level of service and his friendly and personable approach has always made him a pleasure to deal with.  Not only has Mat dealt with all of our accounting needs but he has always been available to help with advice when it was needed and we would not hesitate in recommending him to anyone as an accountant.  He is a great asset to our business.

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.

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.

Amy – Gippsland

DMG Financial have been my accountants and advisors for the past 16 years.  They have assisted me with investments, reaching my goal of purchasing my first home, ensuring my family is adequately insured and supporting me through the loss of my husband and dealing with his estate.  Amy, Alex and the team have been friendly, professional and fabulous to deal with, taking away a lot of the stress and making my finances simple. Amy from Gippsland.

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.

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.

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.

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.

Michael – Gippsland

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

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.

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.

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

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