Investment Advice Melbourne

Whether you have saved money, are new to investing, received an inheritance or have come into a windfall, we can help you invest. Dumont provides expert investment advice for all goals and people.

Investing Made Simple

Building wealth should feel manageable. We explain options in plain English and design a portfolio that fits your goals, time frame and comfort with risk.

Some investment strategies we consider

Index Funds

Broad market exposure at low cost as a long term core holding.

ETF's

Simple, flexible access on the ASX with transparent holdings and typically low fees.

Bonds

Steady income and capital stability to balance growth assets.

Direct Shares

Targeted company exposure, franked dividends and potential long term growth.

Fixed Interest

Term deposits and bond funds to manage volatility and provide income.

And Much More!

There are many other areas we consider when providing investment advice, including structuring, tax implications, timing, risk preferences and more. If you are interested in having an obligation free chat, use our speak to a planner link below.

Why Australians Choose Dumont for Investment Advice

We take the time to listen and understand your situation to develop tailored investment strategy for your goals. We are focused on developing long term relationships with our clients by guiding them through all life stages. If you’re looking for a hands-on and involved professional to manage and grow your investments, we would love to work with you.

Regulated and Trusted Investment Advisers

Relationship Focused

We want to work with you towards achieving your goals and seek to develop long-term ongoing relationship based on trust and value. Our goal is to provide you with a seamless experience.

Practical Solutions

Complex choices become easier to navigate with step-by-step planning and simple explanations tailored to your life and goals. Our investment solutions take into account all of your personal circumstances and preferences.

Comprehensive Support

We partner with you and your other professionals to help manage your investments. Therefore, we can help to remove the stress from financial decisions, giving you confidence that your investment is growing for your future goals or retirement.

Simple Investment Advice Process

Discovery
You will discuss your current situation and what you're looking to achieve with an adviser. They will collect data, statements and a range of relevant details.
Research
We will conduct extensive research to design a strategy suitable for your goals and needs. You will then have a strategy meeting with your adviser to discuss your options.
Presentation
Your adviser will then formally put your recommendations into a Statement of Advice, which details your strategies, the benefits, trade-offs, costs and risks.
Implement and Manage
We will implement your recommendations and help you to manage them long-term.

What Our Investment Clients Say

Don’t just take our word for it, hear what our clients have to say about their experience working with a Dumont Investment Financial Adviser and how their investment advice helped them.

"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.

Transparent Investment Advice Packages

Say goodbye to ambiguous financial advice prices and say hello to a new way of financial advice in Australia with our exclusive Dumont Wealth packages. We have created financial advice packages that cater to a variety of needs, which are transparent and fairly priced. You will find all of the information you need in our financial advice pricing and services guide available by simple download.

By providing your email you give consent for Dumont Wealth to collect and store your details for communications. We will not spam you. Our privacy policy and disclosure documents can be found at the end of the page.

Speak with an expert Investment Adviser

Request a call from an expert in investing to see how we can help you. Our advice is tailored to your specific needs, goals and preferences to ensure that you have the strategy right for you.

Frequently Asked Questions

1. What happens in an investment advice meeting?

You share your goals, timeframe and comfort with risk. We explain options like ETFs, managed funds, shares and fixed income and outline clear next steps.

2. How do you decide between ETFs, managed funds and direct shares?

We match structure to your goals, amount, costs and how hands on you want to be. You see pros and cons before you choose.

3. Can you help invest an inheritance or windfall?

Yes. We consider short term needs, tax and risk then stage funds thoughtfully so the money is put to work with confidence.

4. I am saving for a home. Can I still invest?

Possibly. We balance return with access to cash and your timeframe so your deposit stays on track.

5. What investment return should I expect?

Returns vary depending on your appetite for risk and timeframe. We focus on a suitable asset mix and risk management so you can stay the course through market cycles.

6. Do you offer ethical or responsible investing?

Yes. We can reflect your preferences while keeping diversification and costs in view.

7. How much do I need to start?

There is no single minimum. We provide solutions for regular savings and lump sums and will outline options that fit. We have a range of packages that outline what is included.

8. Are there any investments you will not advise on?

Yes, we will not provide any advice on cryptocurrencies, direct property investments or commodities.

Learn more about Investment concepts

We provide a comprehensive library of articles and content to help educate Australians and improve financial literacy. There are plenty of guides, explanations and resources that you can use absolutely free!

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Superannution
Retirement
Investment Bonds
Social Security
Tax Planning
Tax Structures
Investing
Investment risk
Diversification
Portfolio construction

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