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Partner with a qualified retirement adviser to build wealth and create a lifetime income. Start planning your future today with a free, no-obligation call to discuss your options.

Australian Retirement Concerns

Many Australians share similar concerns when planning for retirement. As retirement experts, we offer proven solutions tailored to address these challenges and help you confidently navigate your financial future.

We can help you develop a retirement plan tailored to your goals and needs by exploring a range of solutions, including personal pensions, annuities, investments, and government entitlements.

Retirement Timelines

Not sure when you can retire? We’ll provide you with a clear, actionable timeline so you can take the next step toward retirement.

Income Requirements

Confused about how much income you will need in retirement? We’ll help you figure out exactly how much income is needed to retire comfortably and confidently.

Asset Requirements

Unsure how much money you will need? We’ll assist you in calculating the exact amount required to retire with confidence.

Retirement Solutions

We understand the importance of creating a steady income stream for your retirement. At Dumont, we specialise in helping Australians plan their ideal retirement with tailored strategies. 

Our expertise covers a wide range of customised solutions, all designed to help you achieve financial security and peace of mind in retirement.

Account Based Pensions

Harness the potential of your super with tailored investment, structure, and income advice designed to suit your goals.

Age Pension

Ensure you're receiving the correct entitlements by having a professional guide you in identifying and applying for Centrelink support.

Lifetime Annuities

Consider securing a reliable, protected lifetime income stream with an annuity as a key part of your comprehensive retirement plan.

Transition to Retirement

Prepare for retirement by setting up an income stream that helps supplement your reduced working hours, ensuring financial stability as you transition.

Investment Strategy

We create a tailored investment strategy for your needs, preferences, and risk tolerance, designed to enhance your retirement wealth.

Succession Planning

Implement effective tools and strategies to ensure the smooth and proper transfer of your wealth, preserving your legacy for future generations.

Why Dumont?

At Dumont, we’re here to support you at every stage of your financial journey. We offer expert guidance, valuable resources, and a strong commitment to enhancing your financial outcomes. Our priority is delivering real value in the areas that matter most to you.

Tailored

Each strategy and solution is tailored to meet your unique goals, needs, and preferences, ensuring optimal results.

Full Research

We explore a wide range of providers, platforms, regulations, and solutions to craft the most effective strategy for you.

More Certainty

Our strategies and financial models provide you with peace of mind, ensuring you'll be in a stronger financial position.

Professional Support

We help you to achieve your financial goals through easy-to-access resources and regular performance reviews.

Comfort

A skilled professional can help ease your stress and anxiety, guiding you through crucial financial decisions with confidence.

Request a free Call

Start Planning Retirement

Financial planning doesn’t have to be overwhelming. With an experienced financial planner, we’ll simplify the retirement process and create a strategy to make your goals a reality. Request a free call below to get started today.

Client Reviews

Hear from our clients about their experience working with a Dumont financial planner.

retirement Advice FAQ

Everything you need to know about our retirement planning services.

Our 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 retirement 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 retirement strategies that align with your needs. (In-person or virtual) (60 – 90 minutes)

Strategy – Once your adviser has crafted a tailored retirement 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 retirement 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 retirement 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.

Explore Dumont

Our website offers a wealth of resources to help you. Use the sections below to find the information that’s most relevant to your research needs.

Super Advice

Discover a range of super strategies, solutions, and opportunities designed to help you build for retirement.

All Services

Learn about the wide range of services we provide and how they can help you to achieve your goals.

Packages & Pricing

Explore our clear and tailored advice packages to find the perfect solution for your financial goals.

Free Insights

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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. 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.

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