We are an Australian based Financial Planning business that provides tailored financial advice to Australians to reach their goals. Our expertise can help you build a retirement plan, organise your super, protect your family or business and much more.
We take the time to listen and understand your situation to develop tailored strategies 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, we would love to hear from you.
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.
Complex choices become easier to navigate with step-by-step planning and simple explanations tailored to your life and goals. Our solutions take into account all of your personal circumstances and preferences.
We partner with you and your other professionals to help manage your affairs. Therefore, we can help to remove the stress from financial decisions, giving you confidence that you’re on the right path for your future.
Different lives, shared goals. Whether you are planning the last years of work, already retired, growing a family’s future, or running a small business, we meet you where you are and make the next steps clear.
We give retirees peace of mind with a clear retirement plan that matches goals and income needs. Expect plain English, regular check ins, and a steady path so the years ahead feel comfortable and confident.
We turn the question of when you can retire and whether it will be enough into a simple timeline you can trust. A personal retirement planning roadmap with realistic milestones and support as life changes.
We create a family financial plan that balances today with tomorrow. Saving for a home, schooling, and retirement sits alongside practical protection, so everyone moves forward with better clarity around the future.
We help you build a strong financial plan that fits your life goals. Build your wealth, protect yourself and work with a professional towards your specific financial goals.
We connect your business and personal goals through ongoing advice for business owners. Clear wealth accumulation strategies, safeguards if things change, and a view of what comes next.
Discuss what you want to achieve and how we can help. This will help you determine whether we are the right adviser for you. No cost and obligation free.
We provide financial advice that is practical, transparent and tailored to your goals. We would love to help you plan your dream retirement, optimise your superannuation to grow for the future, put the right protections in place and help you achieve your goals, whatever they may be. Below are some of our most common areas we advise Australians.
Retirement is more than just super. We build a comprehensive retirement income plan to give you clarity on when you can retire and how long your money will last.
Build a strong future nest-egg with a professional. We review your provider, costs, investments and contributions to get your super working better for you.
We research Life, Total and Permanent Disablement and Income Protection insurance, to ensure you have the right cover for your needs and budget
We can help you build a long term tax-effective pool of wealth for things like education costs, home purchases and estate succession planning.
We help Australians claim on their life and disability insurance policies. Let us handle the hard stuff so you can focus on what’s important. Book a call today to discuss claiming on your insurance.
We offer a wide range of services and expertise that can add value to most Australians. Explore your options and let us know if we can be of assistance.
Don’t just take our word for it, hear what our clients have to say about their experience working with a Dumont Melbourne Financial Planner.
Dumont Wealth strongly believes in the principle of transparency and providing value driven experiences. Therefore, we provide many resources for free to the public and clearly disclose our pricing and services, so you always know what you are paying. Our financial advice process is simple for you and is flexible to accommodate the level of involvement you would like.
Dumont is committed to providing access to free education. We have created a free library of guides and insights to help you improve your financial literacy.
Our advice packages are tailored to fit your unique needs, offering a range of services and strategies based on the complexity of your situation and the value we provide.
Our process is focused on making your experience as easy as possible because we know that financial planning can be stressful. Let us handle all the hard work.
Take advantage of a free 15 minute initial phone consultation to discuss your queries and whether we are suited to assist. Alternatively, book in a meeting for a time that suits you best. Because we are a Melbourne Financial Planner, we can also meet locally if you prefer.
We provide a comprehensive library of articles and content to help educate Australians and improve financial literacy.
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