Superannuation Advice Melbourne

Superannuation will be an important asset when you retire, so it is critical to have your super working for you. A comprehensive superannuation 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.

Get Your Super Sorted

Super can feel complex. A short superannuation advice review brings clarity on fees, investments, contributions and insurance so you can move forward with confidence.

How Dumont can help your Super

Investment Selection

If your Super was a car, your investment would be the motor. Having the right investment is essential to growing your long-term wealth effectively.

Super Consolidation

Many Australians have multiple superannuation funds. We can help you with super consolidation to ensure your money is working efficiently for you.

Contribution Assistance

Contributing to super is a powerful tool if done correctly. There are many factors to consider such as tax implications, contribution limitations and legislative rules.

Estate Planning

There are many important things to consider when reviewing your super including who the money will go to if you pass away and potential tax issues. We can help you plan ahead for these issues.

Insurance Policies

Many Australians have Life insurance in super that is not adequate, too expensive or they are unaware of. An adviser can ensure that your cover is carefully considered for your needs.

And Much More!

There are many other areas we consider when reviewing and providing advice on your super. We want to ensure that your super is working hard for you.

Why Australians Choose Dumont for Super Advice

We take the time to listen and understand your situation to develop tailored superannuation 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 super, we would love to work with you.

Regulated and Trusted Super 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 Super 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 superannuation affairs. Therefore, we can help to remove the stress from financial decisions, giving you confidence that your super is growing for your future retirement.

Super Simple 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 Super Clients Say

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

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Speak with an expert Superannuation Adviser

Request a call from an expert in superannuation 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 does a financial adviser do for superannuation advice?

A financial adviser will understand what your goals, needs and preferences are to tailor a super strategy specific for you. This strategy includes choosing the right superannuation provider, appropriate investment selection for your goals, managing costs, planning for estate succession and more to help your super grow.

2. When should I review my super?

Because super is a long-term strategy to help fund your retirement it would be wise to ensure your arrangements are sorted and managed as soon as possible. Changes to investments and costs can have a big impact on your future balance, so the sooner you get this done the better.

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 is the best super fund for me?

A superannuation fund is selected based on many different criteria including the costs and the investment selection available. Every person will have an individual preference or circumstance that requires advice.

5. Can I consolidate my super myself?

We strongly recommend that you seek advice before changing or consolidating your super funds. There are many factors including investments, tax implications, insurances, costs and more that need to be considered before making decisions. Financial advice can provide clear value to improve your super fund.

6. How much money do I need to get super advice?

We do not have a minimum amount of funds required to engage us for advice. That being said, we will be transparent with you on whether we believe there is a fair exchange of value for the costs associated. We have very transparent advice packages that can be found when you download our guide. Click here to see our advice packages.

7. Can I get one-time super advice?

Superannuation is a long term investment strategy for retirement. Although once-off advice to set everything up is an option, we prefer to work with clients over the long-term to help develop genuine wealth creation strategies. That being said, if you are looking for once-time advice then we still encourage you to reach out for a conversation.

Learn more about Super concepts

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