Dumont Wealth’s purpose is to provide access to quality and transparent advice to all Australians.
We understand that Australian’s are looking for reliable and accessible financial planners to partner with on their journey to financial prosperity. We take a long-term mindset and are focused on building strong relationships with all of our clients and business partners.
Dumont has three core values that encompass our entire methodology, philosophy and actions, they are: transparency, quality and fairness.
When defining what virtues and characteristics were important, we found that transparency, quality and value encompasses all other types of core values. For example, the value of transparency encompasses integrity and honesty, because it requires us to be forthcoming with accurate information. Use the drop downs below to learn more about each value.
When defining what virtues and characteristics were important, we found that transparency, quality and value encompasses all other types of core values.
For example, the value of transparency encompasses integrity and honesty, because it requires us to be forthcoming with accurate information. Use the drop downs below to learn more about each value.
We are dedicated to ensuring that your entire process is transparent. This includes transparency on timeframes, pricing and strategies. This value of transparency also extends internally to ensure that everyone acts in a transparent and forthcoming manner with each other and external parties. We live this value by openly publishing our pricing and packages guides, as well as our business referral proposals. This ensures everyone pays the same and is paid the same. Another example is posting all testimonials that are publicly available with relevant commentary, to provide an accurate picture to anyone visiting our online sources.
The Royal Commission in Australia really highlighted how great advice can progress everyday Australians. Unfortunately, there was a lack of due care from predecessors that had negative impacts. We are driven to deliver quality to every single client, associate, employee and business partner. To do so we have designed and developed complex and advanced internal systems and processes to ensure that every client file is quality checked to deliver positive outcomes. We only partner with the best providers for clients and business purposes, including business garments that are manufactured locally to Melbourne from high quality materials. We live and breath quality in everything we do.
We strongly believe in delivering fair value to every stakeholder. We live this value by making all of our information publicly available and through our packages that are fairly priced based on actual work required.
We provide an attractive referral relationship opportunity to the broader market of professional businesses. Work with Dumont to create value for your clients and to generate additional revenue for your business.
We provide an attractive referral relationship opportunity to the broader market of professional businesses.
Work with Dumont to create value for your clients and to generate additional revenue for your business.
Hear what our client’s have to say about their experience working with a financial planner.
Learn how Dumont’s financial advice process works, the steps involved, what to expect in your meetings, information you will need to prepare and much more!
If you want to discuss your options, we would love to hear from you.
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.
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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.
