Investment Bonds Explained Accumulate wealth using tax-effective investment bonds to pay…
Dumont empowers Australians to achieve their goals through tailored retirement, life insurance, investment bond and general financial advice.
Dumont Wealth provides quality and transparent financial advice to Australians. We are experts in retirement planning advice, life insurance, superannuation advice, general investing and other areas of financial planning.Â
Partner with a qualified and experienced financial planner to build a financial plan to achieve your goals. We have financial advice solutions that you may be interested in below.
We have a variety of services that are tailored specifically to your needs and goals, including strategies to help you accumulate wealth, protect your family, plan for retirement, grow for a future objectiveIf or generally sort out your finances.
If you are planning towards a specific objective or seeking an experience and qualified partner to help you navigate the unknown, we have services and transparent packages to suit you.Â
Plan your dream retirement with a qualified retirement adviser. We can help you generate a secure income in retirement to fund your retirement goals. Discover more details on our retirement services page (click here).
We can help you consolidate, invest, contribute and manage your superannuation fund. Get your super on track and growing for your future retirement with tailored super advice from a qualified super adviser. To find out more, see our superannuation services page (click here).
Grow tax effective wealth with our unique investment and education bond offerings. Build a nest egg to pay for future expenses like child education, child house deposits or to purchase a personal property. To learn more, visit our investment bond page. (click here)
We can help you plan for major tax events like selling assets with capital gains, helping to reduce taxes in high income years and advising on tax-efficient structures like Trusts.Â
We provide a range of investment solutions based on your individual goals. To learn more about the investment options we provide, see our general investing page (click here).Â
Financial protection for you and your loved ones if you suffer illness, injury or pass away. Personal insurance can help you manage your risks and provide financial security if something happens. To find out more, see our personal insurance services page (click here)
Financial protection for your business and directors if they suffer illness, injury or pass away. Business insurance can help you manage your business risks. To find out more, see our business insurance services page (click here)
We provide access to quality and transparent financial advice for all life stages.Â
"William was very friendly and knowledgeable about the investment industry. He was happy to travel to my house for the meetings making it a lot easier for me. He was very professional and able to restructure my superannuation and investments for the best outcome in my situation. Highly recommend getting some advice from William.
We have carefully developed our financial advice pricing and packages to deliver market leading fair and transparent financial advice to Australians.
If you want to discuss your options with a qualified financial planner, we would love to hear from you.Â
Arrange a suitable time for you by using the ‘Book a meeting’ button. Alternatively, complete the ‘register interest’ form and we will contact you directly.
We provide free educational resources across many areas of financial planning. The related articles shown below may be of interest to you.
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Business and Licensee Information: Authorised Representative No. 1272643. Dumont Wealth Pty Ltd. Corporate Authorised Representative No. 1308337. Licensed by Alliance Wealth Pty Ltd, ABN 93 161 647 007, AFSL No. 449221. Financial Services Guide (FSG): www.centrepointalliance.com.au/fsg/aw
General Advice Warning and Disclaimer: This information is general advice. We have not considered your objectives, personal or financial circumstances. You should consider the appropriateness of the advice for your circumstances before making any decision. You should obtain and consider the relevant Product Disclosure Statement and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. If you are not the intended recipient, please advise the sender by return e-mail, do not use, copy or disclose the contents, and delete the message and any attachments. The contents of this email may contain information that is confidential and privileged. If you are not the intended recipient or have received this email in error you are not permitted to disclose or use any information contained in it. If you are not the intended recipient or have received this email in error please notify us immediately by reply email or telephone and then delete this email and any attachments. Unauthorised use, copying, distribution or publication of this email and any attachments is prohibited. No warranty is made that this email or attachment(s) are free from computer virus or error free. The contents of this message are the views of the author and do not necessarily reflect the views of Dumont Wealth Pty Ltd or any related entity. To the maximum extent permitted by law, no person including Alliance Wealth Pty Ltd nor its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information. While every effort has been made to ensure the accuracy of the information, it is not guaranteed. It is based on our understanding of regulations and laws as at the publication date. As these are subject to change you should talk to a professional adviser for the most up-to-date information. By subscribing to our newsletter, you consent to marketing emails and the storage of your data.
Important disclaimer and warning
The information contained on this webpage does not constitute financial product advice. You should consider obtaining independent advice before making any financial decisions. Whilst all care has been taken in the preparation of this information (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Centrepoint Alliance Limited or any member of the Centrepoint Alliance Group of companies and also Dumont Wealth Pty Ltd, Dumont Holdings or any member or related companies accept responsibility for any loss suffered by any person arising from reliance on this information. The information documented on this website page is valid at the date of upload (3 October 2024) and should be reverified by the reader at the time of viewing.