Retirement Financial Advisers Melbourne

Thinking about retirement but not sure where to start? You are in the right place. We help Australians understand their options and make smart decisions for the years ahead.

Whether you want to know when to retire, know how much money you will need, understand how to access your super, or whether you qualify for the age pension, we are here to make the process simple and clear.

Become Retirement Ready

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.

How Dumont can help you Retire

Account Based Pensions

Harness the potential of your super with tailored investments, structures, 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.

Investment Strategy

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

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.

Succession Planning

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

And Much More!

There are many other areas we consider when reviewing and providing advice on your retirement. We want to ensure that you can retire on your terms.

Why Australians Choose Dumont for Retirement

We take the time to listen and understand your situation to develop a tailored retirement strategy. Dumont is focused on developing long term relationships with our clients by working with you throughout your retirement. If you’re looking for a hands-on and involved professional to help you retire, we would love to work with you.

Regulated and Trusted Retirement 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 in retirement.

Practical Solutions

Complex choices become easier to navigate with step-by-step planning and simple explanations tailored to your life and goals. Our retirement planning solutions take into account your circumstances, risk preferences, income needs and much more.

Comprehensive Support

We partner with you and your other professionals to help manage your affairs. Therefore, we can help to remove the stress from financial decisions in retirement so that you can enjoy the most important years.

Prepare for Retirement with our Advice Process

Discovery
You will discuss your current situation and what you're looking to achieve for retirement with an adviser. They will collect data, statements and a range of relevant details.
Research
We will conduct extensive research to design a retirement 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 retirement strategies, the benefits, trade-offs, costs and risks.
Implement and Manage
We will implement your retirement recommendations and help you to manage your retirement long-term to ensure things run smoothly so you can enjoy the most important parts of life.

What Our Retriement Clients Say

Don’t just take our word for it, hear what our clients have to say about their experience working with a Dumont Retirement Financial Adviser.

Will has been instrumental in supporting my transition to retirement. He attentively listened to and understood my goals, providing valuable guidance on financial strategies to help me achieve them. I am looking forward to enjoying my retirement and traveling around Australia, with the confidence of knowing I have an experienced professional by my side. I look forward to working with Will in the years to come .

Become Retirement Ready with our 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 Retirement Planner

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

Frequently Asked Retirement Questions

1. What does a financial adviser do for retirement planning?

A financial adviser helps you build a clear and personalised plan for retirement. This includes reviewing your super, investments, income needs, tax position, and eligibility for the age pension. At Dumont Wealth, we take a structured approach to ensure you retire with confidence, clarity, and a sustainable income plan.

2. When should I start retirement planning?

Ideally, the earlier you can begin planning for retirement, the better. This gives time to fine-tune your strategy, improve tax efficiency, and structure your super and investments. However, it is never too late. Even if you are just months away from retiring, good advice can make a meaningful difference.

3. How long does the financial advice process take?

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. If you would like to know more, you can view our entire advice process.

4. What’s the difference between a financial adviser and an accountant?

Financial advisers focus on wealth creation, superannuation, investments, and protection, and find solutions based on your goals and preferences, whereas accountants primarily focus on tax and compliance, and help to administer strategies and structures.

5. How do I know if I am financially ready to retire?

We help you work through key questions like how much you need each year, whether your super and investments will last, and how to manage unexpected costs. Through financial modelling, we show you what your retirement could look like and help you decide if the timing is right.

6. Can financial advice help me avoid mistakes in retirement

Yes. Retirement is full decisions that can have long-term impacts. For example, we commonly see people drawing income too quickly, misjudging Centrelink eligibility, or triggering unnecessary tax consequences. Mistakes are common without proper guidance. Our role is to help you avoid these pitfalls with a clear and proven plan.

7. What are the benefits of working with a retirement specialist?

A retirement specialist understands the rules, tax laws, and lifestyle challenges unique to this stage of life. We provide practical, tailored advice to help you make smarter decisions, avoid common traps, and retire with greater peace of mind.

Learn more about Retirement 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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