Investment Bonds Explained Accumulate wealth using tax-effective investment bonds to pay…
Hear what our client’s have said about our advice.
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.
The following testimonials are publicly available here.
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 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 !
"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.
Very well, professional and knows what he's doing.
I believe I have found someone that will go above and beyond to find the best solution for my financial future. Thank you Will
We provide a wide range of financial advice services that are transparent and tailored to your individual needs and preferences.
Ready to get started now? If you would like to discuss your options with a qualified 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.
Investment Bonds Explained Accumulate wealth using tax-effective investment bonds to pay…
Everything you need to know about life insurance and related covers.…
Everything you need to know to gain an understanding of superannuation
No spam, just carefully curated updates.
By subscribing to our newsletter you give consent to collect and store your details for communications of articles, contact, marketing and relevant updates.
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.