Financial planning doesn’t have to be overwhelming. These are the most common challenges our clients face—and how we help. Work with a Melbourne based financial planner to address your needs and find a suitable solution for your challenges.
Create a step-by-step strategy to secure your financial future.
Reduce fees, boost returns, and secure your retirement savings.
Build a diversified investment portfolio tailored to your goals.
Ensure financial security with life, disability trauma & income protection insurance.
Protect against unexpected losses with key person & business insurance.
Preserve and grow new wealth with structured financial strategies.
Get expert guidance to ensure a smooth, successful claims process.
Our expert financial wealth and investment advisers will help you grow your wealth through strategic financial planning, tax-efficient investments, and tailored wealth-building strategies.
Expert SMSF setup and management advice.
Life is unpredictable. Our personal insurance advisers and solutions will protect you and your family from financial hardship if you become sick, injured or pass away.
Provides a lump sum to secure your family’s future.
Support if disability prevents you from working.
Ensures ongoing income if illness or injury stops you from working.
Lump sum payout for serious illnesses like cancer and stroke.
Your business is built on people. We help protect against financial loss due to unexpected disruptions with tailored business insurance advice from expert business insurance advisers.
Ensures smooth business succession if a partner exits.
Covers fixed costs if the owner is unable to work.
Covers financial losses from the loss of a key employee.
Provides a lump sum benefit to cover business related debts.
We offer a range of other financial advice services and focuses to help you grow, protect and plan your wealth.
Don’t just take our word for it, hear what our clients have to say about their experience working with a Dumont Financial Adviser and how our advice helped them.
Our financial advice packages are designed to suit your unique needs, offering a range of services and strategies based on the complexity of your situation and the value we can provide. We believe in transparency, ensuring you know exactly 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 phone 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 dive deeper with your adviser to provide details about your preferences, goals, and financial situation. Your adviser will conduct comprehensive research to develop 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 agreed, 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 move forward 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 remains 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 aim to make this journey smooth, straightforward, and enjoyable for every client.
Financial advisers focus on wealth creation, superannuation, investments, and protection, while accountants primarily focus on tax and compliance.
© 2025 Dumont Wealth Pty Ltd
