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0422 397 543

Our Location

Coburg, VIC

General Investment Advice

Grow your wealth through tailored and strategic investment advice based on your goals, across many types of assets.

General Investment Advice

Building a nest egg for the future can be time consuming, confusing and stressful. We have the experience and resources in general investing to help you grow for the future.

Investment solutions available

Advice perks

Selecting the appropriate investment for your needs can be difficult. We consider your goals, timeframes, risk appetite and many other factors to determine the right investment fit for you.  

An experienced adviser can guide and educate you towards finding a solution that best fits for your growth objective. Ownership structures, tax implications, liquidity and other considerations need to made prior to making an investment.

Benefits of investment advice with Dumont

We have transparent and fair investment advice packages based on the solutions you need.

What's included?
All Meetings
Tailored Strategies
Legal Advice Document
Advice Implementation
Ongoing Support
Transparent Pricing
Initial consultation is free

We have an easy, efficient and transparent advice process to receive investment advice in Australia that consists of three stages: Contact, research and implementation.

Book a meeting or request a call back for us to learn about your needs.

We conduct research to create a strategy based on your needs and preferences.

Advice is delivered and implemented based on the agreed recommendations.

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.

Register interest

Everything you need to know about building a portfolio and what we consider when delivering investment advice.

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About Dumont

Dumont Wealth delivers quality and transparent advice to all Australians. We do this by providing holistic strategies tailored to each individual’s needs and circumstances. 

© 2025 Dumont Wealth Pty Ltd

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.

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