We provide a variety of solutions tailored to your unique needs and financial goals, including strategies to help you build wealth, protect your family, plan for retirement, and grow your wealth for future objectives. Dumont has the resources and expertise to help you reach your goals, no matter where you are on your financial journey.
Individuals and families on their journey towards financial freedom.
Australians focused on building and planning for retirement.
Aussies looking to retire now or managing existing retirement.
Dumont provides quality and transparent financial advice to all Australians. We specialise in retirement, life insurance, superannuation, investing, business insurance and various other disciplines of financial planning. Work with a qualified adviser to build a plan for your goals.
Plan and manage your retirement with expert guidance.
Get your super on track, lower costs and improve investments.
Protect yourself financial with a range of life insurance options.
At Dumont, we’re here to support you at every stage of your financial journey. We offer expert guidance, valuable resources, and a strong commitment to enhancing your financial outcomes. Our priority is delivering real value in the areas that matter most to you.
Each strategy and solution is tailored to meet your unique goals, needs, and preferences, ensuring optimal results.
We explore a wide range of providers, platforms, regulations, and solutions to craft the most effective strategy for you.
Our strategies and financial models provide you with peace of mind, ensuring you'll be in a stronger financial position.
We help you to achieve your financial goals through easy-to-access resources and regular performance reviews.
A skilled professional can help ease your stress and anxiety, guiding you through crucial financial decisions with confidence.
Hear from our clients about their experience working with a Dumont financial planner.
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.
Will was extremely professional and knowledgeable in all aspects of Financial Management. He was guided by my personal monetary needs and wishes and accordingly gave expert advice and help for my situation. He made the effort to travel down to South Gippsland on more than one occasion, which I greatly appreciated as it gave me the benefit of being able to talk through all my financial needs on a one to one basis, with very beneficial results. I would happily recommend Will to any relative or friend in need of financial advice.
Will was my first experience with a financial advisor and it was so easy and stress free. I trust him completely and had no hesitation in contacting him with any queries I had. I would recommend him to anyone. He is so knowledgeable and has made my transition into retirement an easy one.
Will was very professional and easy to understand. He took the time to learn about my situation and offer the most relevant service and path forward.
Will has been very easy to work with, very transparent and willing to go the extra mile to ensure your future is taken care of. Highly recommend Will as an adviser.
I believe I have found someone that will go above and beyond to find the best solution for my financial future. Thank you
Will has made my life easier with the advice he has given me. He is very good at what he does and explains everything so I can understand. I feel very confident with his advice.
Will Helped me with a change of of my life insurance policy I found him to be very helpful and full of advice, he called back constantly to advise and steer me in the right direction I highly recommend his services, knowledge and advice to anybody. Many thanks Will.
It was a pleasure to meet Will, I would certainly recommend chatting to Will about a financially secure future.
I feel confident with Wills advice and the way he has explained it all to us makes it so easy. I hope to do business with Will for many years to come... Thank you Will !
Very well, professional and knows what he's doing.
Financial planning doesn’t have to be overwhelming. With an experienced financial planner, we’ll simplify the process and create a strategy to make your goals a reality. Request a free call below to get started today.
Everything you need to know about our advice services.
Our advice packages are tailored to fit your unique needs, offering a range of services and strategies based on the complexity of your situation and the value we provide. We focus on clarity, ensuring you fully understand what you’re receiving and how it benefits you. You can view these packages by clicking here.
Initial consult – You’ll have a brief, no-obligation call with a qualified adviser to discuss your current situation and explore how we can assist you. (click here to book). (Phone call) (10 minutes)
Discovery – In this meeting, you’ll work closely with your adviser to share details about your preferences, goals, and financial situation. Your adviser will conduct thorough research to create tailored strategies that align with your needs. (In-person or virtual) (60 – 90 minutes)
Strategy – Once your adviser has crafted a tailored strategy, you’ll meet to review it together. During this session, you’ll discuss your preferences and refine the approach. When the strategy is complete, your adviser will prepare a formal Statement of Advice with your recommendations. (Virtual or phone) (30 minutes)
Presentation – Your adviser will present the final recommendations and your Statement of Advice in detail, including projections, modeling, trade-offs, costs, and benefits. After discussing everything thoroughly and ensuring you’re comfortable with the plan, you’ll sign the necessary documents to proceed with implementation. (In-person or virtual) (60 – 90 minutes)
Annual review – At least once a year, we’ll meet to review your strategy, investments, and any changes in your circumstances. We’ll provide updated recommendations to ensure your strategy stays on track and aligned with your evolving goals.
From your initial consult to full implementation, our process typically takes three to four weeks, depending on the depth of research and the complexity of your situation. We strive to make this journey smooth, straightforward, and enjoyable for every client.
Our website offers a wealth of resources to help you. Use the sections below to find the information that’s most relevant to your research needs.
We do not spam or send regular emails. We only provide carefully curated updates and communications. By subscribing you give consent for Dumont to collect and store your details for communications of articles, contact, marketing and relevant updates.
Dumont Wealth delivers quality and transparent advice to all Australians. We do this by providing holistic strategies tailored to each individual’s needs and circumstances.
© 2025 Dumont Wealth Pty Ltd
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.
