General investing

Grow your wealth for the future 

Build your wealth with our tailored investment strategies. Engage with a qualified investment adviser to make lump-sum or regular investment contributions into managed funds, shares, index options and other options.

We specialise in a number of solutions that are created on an individual basis depending on your tolerances to risk, investment timeframes, personal investment preferences and other factors.

Tailored solutions

We are experienced investment financial planners and can help you to build a portfolio to grow your wealth for the future.

Direct Equities

Listed securities advice

Invest in shares to accumulate wealth

Managed Funds

Managed fund advisers

Make investments in diversified or specific markets with professional managers

Bonds and Fixed Interest

Defensive investments

Invest in defensive assets to protect your wealth

Share investing

Access professional investment advice for direct equities with Dumont. We can help you build a share portfolio to grow your wealth.

Managed funds

Invest in a wide range of managed funds that are diversified or sector specific based on your personal preferences, needs and objectives.

Bonds and fixed interest

Protect your wealth with our range of defensive options that are tailored to your needs. 

Building a portfolio

Learn more about how to build a portfolio and the considerations we make when providing you with advice

Considering an investment?

If you would like to discuss your options, we encourage you to simply request a call and we will reach out as soon as possible.

Alternatively, if you would prefer to arrange a call at a time convenient for you, click here

Request a callback

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Learn more about Dumont to understand our business, what we do and why we do it. Alternatively, you can book a call or ask a question and we would be happy to assist you.

Services

Get in touch with Dumont to discuss how we can assist you

Contact us

Get in touch with Dumont to discuss how we can assist you

Advice process

Understand our advice process and how we take immense care to ensure the best client experiences.

Our values

Learn about the Dumont values that shape everything we do.

Testimonials

See what our clients say

Assess insurance eligibility

See what insurances you qualify with our unique form.

Packages and Pricing

Learn about our unique advice packages and pricing model

Insights

Access our comprehensive resource full of insights, information and everything else you may need

Why Dumont?

Deliver quality and transparent advice to all Australians.

Value based solutions

We deliver value through quality advice focused on goal achievement and problem solving. You can view all of our relevant services online.

Dumont packages are fixed, clear and available to guarantee complete transparency.

We focus on developing strong and long term relationships with all clients and suppliers. 

Getting started is easy

Simply book a meeting and we will work with you to find a solution for your goals within your budget.

Simple process

Testimonials

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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. Financial Services Guide (FSG): www.centrepointalliance.com.au/fsg/aw

General Advice Warning and Disclaimer: This information is general advice. We have not considered your objectives, personal or financial circumstances. You should consider the appropriateness of the advice for your circumstances before making any decision. You should obtain and consider the relevant Product Disclosure Statement and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. If you are not the intended recipient, please advise the sender by return e-mail, do not use, copy or disclose the contents, and delete the message and any attachments. The contents of this email may contain information that is confidential and privileged. If you are not the intended recipient or have received this email in error you are not permitted to disclose or use any information contained in it. If you are not the intended recipient or have received this email in error please notify us immediately by reply email or telephone and then delete this email and any attachments. Unauthorised use, copying, distribution or publication of this email and any attachments is prohibited. No warranty is made that this email or attachment(s) are free from computer virus or error free. The contents of this message are the views of the author and do not necessarily reflect the views of Dumont Wealth Pty Ltd or any related entity. To the maximum extent permitted by law, no person including Alliance Wealth Pty Ltd nor its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information. While every effort has been made to ensure the accuracy of the information, it is not guaranteed. It is based on our understanding of regulations and laws as at the publication date. As these are subject to change you should talk to a professional adviser for the most up-to-date information. By subscribing to our newsletter, you consent to marketing emails and the storage of your data.

Important disclaimer and warning

The information contained on this webpage does not constitute financial product advice. You should consider obtaining independent advice before making any financial decisions. Whilst all care has been taken in the preparation of this information (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Centrepoint Alliance Limited or any member of the Centrepoint Alliance Group of companies and also Dumont Wealth Pty Ltd, Dumont Holdings or any member or related companies accept responsibility for any loss suffered by any person arising from reliance on this information. The information documented on this website page is valid at the date of upload (3 October 2024) and should be reverified by the reader at the time of viewing.

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