Overview
DGZ Financial Planning is committed to helping you reach your financial goals by providing you with solutions appropriate to your individual needs. We assess where you are now and advise on the methods available to take you where you want to be. We are continually updating our industry knowledge to make sure we can guide you through traps such as legislation, taxation and economic influences.
We offer a holistic approach to your financial needs by providing access to a wide range of integrated financial services, including:
- guidance on budgeting and goal setting
- setting up SMSF (Self Managed Super Funds)
- tax-effective investment planning
- savings and wealth creation strategies
- cash, fixed interest, property and share investments
- diversified investment strategies
- life insurance and financial protection assessment
- salary packaging
- master trust services
- superannuation and rollover investments
- financial planning following redundancy
- retirement and pre-retirement planning
- access to estate planning, including trusts, power of attorney and will preparation
- Centrelink planning and
- gearing strategies
We regularly review your financial plans as an integral part of our service, ensuring your financial plan is up-to-date and matches your current and future financial needs.
