Dumont Wealth’s purpose is to provide access to quality and transparent advice to all Australians.
We understand that Australian’s are looking for reliable and accessible financial planners to partner with on their journey to financial prosperity. We take a long-term mindset and are focused on building strong relationships with all of our clients and business partners.
Dumont has three core values that encompass our entire methodology, philosophy and actions, they are: transparency, quality and fairness.
When defining what virtues and characteristics were important, we found that transparency, quality and value encompasses all other types of core values. For example, the value of transparency encompasses integrity and honesty, because it requires us to be forthcoming with accurate information. Use the drop downs below to learn more about each value.
When defining what virtues and characteristics were important, we found that transparency, quality and value encompasses all other types of core values.
For example, the value of transparency encompasses integrity and honesty, because it requires us to be forthcoming with accurate information. Use the drop downs below to learn more about each value.
We are dedicated to ensuring that your entire process is transparent. This includes transparency on timeframes, pricing and strategies. This value of transparency also extends internally to ensure that everyone acts in a transparent and forthcoming manner with each other and external parties. We live this value by openly publishing our pricing and packages guides, as well as our business referral proposals. This ensures everyone pays the same and is paid the same. Another example is posting all testimonials that are publicly available with relevant commentary, to provide an accurate picture to anyone visiting our online sources.
The Royal Commission in Australia really highlighted how great advice can progress everyday Australians. Unfortunately, there was a lack of due care from predecessors that had negative impacts. We are driven to deliver quality to every single client, associate, employee and business partner. To do so we have designed and developed complex and advanced internal systems and processes to ensure that every client file is quality checked to deliver positive outcomes. We only partner with the best providers for clients and business purposes, including business garments that are manufactured locally to Melbourne from high quality materials. We live and breath quality in everything we do.
We strongly believe in delivering fair value to every stakeholder. We live this value by making all of our information publicly available and through our packages that are fairly priced based on actual work required.
We provide an attractive referral relationship opportunity to the broader market of professional businesses. Work with Dumont to create value for your clients and to generate additional revenue for your business.
We provide an attractive referral relationship opportunity to the broader market of professional businesses.
Work with Dumont to create value for your clients and to generate additional revenue for your business.
Hear what our client’s have to say about their experience working with a financial planner.
Learn how Dumont’s financial advice process works, the steps involved, what to expect in your meetings, information you will need to prepare and much more!
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.
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Dumont Wealth delivers quality and transparent advice to all Australians. We do this by providing holistic strategies tailored to each individual’s needs and circumstances.
© 2025 Dumont Wealth Pty Ltd
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.
