Learn about Transition to Retirement (TTR) strategies and Transition to Retirement…
Access a range of tailored financial advice strategies suited to your needs and goals.
We have the expertise to help you across a range of needs and circumstances. Work with a qualified planner to develop a financial advice strategy unique to your needs and preferences.Â
We have the expertise to help you across a range of needs and circumstances.Â
Work with a qualified planner to develop a financial advice strategy unique to your needs and preferences.Â
We are experts at retirement planning and finding a secure income to suit your retirement goals. We use a range of tools and strategies to create a retirement that suits you best.
We help Australian's make sense of their super. People often have many accounts, are unaware of their investments or insurance, which can cause costs to impact growth. We can help determine what providers and investments are best suited for your needs.
We can help you build wealth with many options, including shares, investments, tax planning and structuring. A financial planner create a plan specific to your needs and preferences to help you achieve your wealth goals.
Reviewing your insurance protection needs is an essential part of a wealth strategy to make sure that you are properly covered or not overpaying for cover you don't need. Effective insurance cover manages your financial risks, protects your family or successors if something happens, and is reasonable in cost for the amount covered.
The next generation of children will find it even harder with the cost of living and buying a house. We can take small steps today to build a nest-egg for your children to give them a head start in the future.Â
We can help you to use your inheritance effectively through investment, structuring and protection. Work with a qualified professional to develop an advice plan to help you navigate the complexities of windfall gains.Â
We have the resources and people to help you claim on Life, disability, income protection and trauma policy. Enquire today to discuss your claim and we can connect you with the right people to claim.Â
Understand how Dumont can help you grow using investment bonds to build your wealth.
Learn how we can help you plan for your future succession to benefit your successors.
Explore how advice can help you lower taxes and improve your cashflow.
Working with a qualified life insurance adviser is important to select the right providers and covers for your needs. Dumont also manages the application and future claims if required.Â
Life insurance provides a lump sum benefit when you pass to reduce the financial burden of your death. This type of cover is typically used to to repay debts, cover funeral costs and provide an income for surviving partners and children.Â
Total and permanent disability (TPD) insurance is important and covers essential risks if you become permanently disabled. Consider covering your debts, making provisions for medical expenses and home modifications.
Income protection insurance is used to provide a regular income stream for a specified period of time, in the event you are unable to work due to illness or injury. This type of insurance has many features and types to consider, so it would be wise to seek financial advice prior to any application.
Trauma insurance will provide a lump sum amount if you suffer a severe (covered) illness, such as a heart attack or stroke. Cover is typically used to partially fund debt, living expenses and medical costs associated with recovery.
Protect your business from key risks with a range of business insurances. We provide financial advice to businesses based on their unique circumstances and protection needs.Â
Cover eligible expenses in the event of prolonged absences from work due to illness or injury. To learn more, click here
Protect your business and succession planning using buy/sell business insurance facilities. To learn more, click here
Options for business owners to manage their risks and pay back debt in the event of sickness or injury. To learn more, click here
Ensure your business continues if the primary people and leaders in your business can no longer work. To learn more about this cover, click here
We have a simple and transparent financial advice process consisting of three stages – contact, research and implementation.
"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.
If you want to discuss your options, 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.
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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.