With a commitment to providing quality service to clients so that they can live a fulfilling life, we believe financial planning is not all about money. It's about enabling you to get what you want out of life. People often think seeing a Financial Adviser is all about money. Talking about Superannuation, investing, managing debt, budgeting and the like.
And that's certainly what most Financial Advisers will want to talk to you about. However we think it's more about working out how all of those things can help you live a fulfilling life. Sure, we want to help you build wealth, but not at any cost. What's the point of working 80 hours a week if all that achieves is the ability to die rich?
And that's certainly what most Financial Advisers will want to talk to you about. However we think it's more about working out how all of those things can help you live a fulfilling life. Sure, we want to help you build wealth, but not at any cost. What's the point of working 80 hours a week if all that achieves is the ability to die rich?
Services
Our Team
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Luke is the Principal Adviser, Responsible Manager and Director at DFG. Whilst Luke has diverse experience, he has a keen interest in Self-Managed Super. A specialist in this area, Luke can handle the whole process from initial set-up, to investment strategy implementation, to the finance required to purchase property.
Work with Us
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Piece of Mind Strategies to help protect your wealth, your income, yourself and your family. Invest your Super how you see fit, whether that's Shares, Property, or your own Business' Premises. Put together a Comprehensive Property Investment to maximise your Wealth Building Potential. With a decade of experience helping clients secure their financial future, you're in good hands.
Prepare for a stress-free Retirement
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You may not have 10 or 20 more years to save for retirement, but you might be surprised about the retirement income you can create for yourself! A great option for some, but not for others. Let's discuss the potential benefits or pitfalls of Downsizing your home and what it will mean for you. Let's find out.
Take Control of your Finances
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We'll work with you to uncover your current financial situation, the pain points within, and your goals for the future. After we've gotten to know you, we'll analyse the information that we've collected, establishing a comprehensive understanding of where you're at and where you'd like to be. Drawing from vast experience, we'll consider all relevant financial strategies that might suit your situation and assist in achieving your goals.
Fact Find
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This could include any income from rent, investments, dividends, government allowances or payments, pensions, transition to retirement arrangements or any other ongoing income not already disclosed. These can include (but not limited to) Savings, Shares, Managed Funds, Equity in a Business or anything else you consider an investment for future benefit.
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