Learn about Transition to Retirement (TTR) strategies and Transition to Retirement…
Accumulate for retirement with tailored consolidation, investment, cost reduction and contribution super advice.
Superannuation will be an important asset when you retire, so it is critical to have your super working for you. A super advice review could significantly improve your future retirement by saving you thousands in costs over time, growing your money through proper investment selection, and providing clarity of your progress towards retirement.
Super management can be stressful and difficult to execute properly. We can handle all of the hard stuff so you can focus on whatever makes you happy.
Dumont can help you avoid mistakes, reduce stress and manage costs. Learn more about the benefits of using a Dumont adviser to review and manage your super.
We have an easy, efficient and transparent advice process to receive super advice that consists 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.
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.
Everything you need to know about super, the rules, withdrawals, conditions of release, types of super funds and everything else for free!
We provide free educational resources across many areas of financial planning. The related articles shown below may be of interest to you.
Learn about Transition to Retirement (TTR) strategies and Transition to Retirement…
A guide to how the superannuation carry forward concessional contributions work.
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.