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Wellbird Company
Good draw knew bred ham busy his hour. Ask agreed answer rather joy nature admire wisdom.
Good draw knew bred ham busy his hour. Ask agreed answer rather joy nature admire wisdom.
Create a plan to retire comfortably
Make your super work better for you
Ensure you are protected if something happens
Build a nest egg to give your family a head start
Dumont Wealth provides transparent and quality advice to all Australians. Our unique package offering ensures your needs are met with complete transparency, fairness and value.Â
We provide a wide range of financial advice services and tailored financial advice suited to your individual needs and goals.Â
Our priority is to cultivate a long-term and meaningful relationship with our clients by delivering consistent value.
We have packages that are suitable for all your financial advice needs. Work with us to find a package suitable for your needs.
Every advice package delivers transparent and fair value, so you always know what you’re getting and how much you are paying.Â
Tailored Financial Advice including Retirement Planning, Superannuation Investments and Insurance Advice. Partner with Dumont Wealth to build a plan tailored to your individual need and goals. People find our process simple and effective.Â
Dumont Wealth has the expertise and experience you need and we offer a free initial conversation to discuss your goals and how we can help.
We focus on delivering value in the following ways:
We are looking for clients who want a professional relationship based on trust and outcomes.
We will work in consultation with your other professionals to generate positive outcomes for you.Â
We aim to deliver a seamless and easy advice process for you.
Your journey has four key stages. First, we get to know you and what your needs are, then we design a tailored strategy based on our research, followed by the presentation and implementation of your advice. Lastly, we work together over time to reach your goals.
We have a short chat to see if we are the right fit for you. We then have a Discovery Meeting to go through your goals and circumstances in more detail.
Your financial planner will conduct research to produce a strategy based on your identified needs and goals. You will then have a strategy meeting to refine the solutions inline with your preferences.
A final advice document will be delivered in your presentation meeting where your adviser will explain their recommendations. We will then implement all strategies you've agreed to proceed with.
You will meet with your adviser at least once a year to discuss progress towards goals and to make any necessary changes, such as investment balancing or changing insurance inline with updated needs.
The following testimonials are publicly available here.
We are looking to build long term and genuine relationships with our clients. We measure success through reviews and referrals, which motivates us to ensure you have the best possible experience.
If you just starting your financial journey, we can be the guiding hand you need. If you are already on your journey, we can be the support you need to accelerate. If you are at the end of your financial journey and looking to retire, we can ease the burden of management.Â
Whatever your need may be, we will be there to help you.Â
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 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 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.
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 !
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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.