The key to our approach is understanding your unique needs and working with you over time to achieve your financial goals. Our advice is based on careful assessment of your needs and our recommendations provide solutions designed specifically for you.
The role of your DFG Adviser is to help you achieve your financial goals through the prudent use of your financial resources.
This comprehensive, detailed and disciplined process has four steps.
At your first meeting, your DFG Adviser will ask you to provide details of your financial situation, and then help you to establish and prioritise your financial goals. This confidential discussion will form the basis of your financial plan to be developed by your DFG Adviser. The first consultation is offered on a no obligation, cost free basis.
YOUR FINANCIAL PLAN
This plan explains the strategies recommended to help you achieve your financial goals. Your plan addresses the reality of your personal situation and circumstances, and it also takes full account of factors, such as legislation, taxation, the economy and investment market trends. Your plan will also specify the investments and insurances that will enable your plan and its underlying strategies to be implemented effectively.
Your adviser will answer any queries you have about the plan, and to modify it as required.
IMPLEMENTATION OF YOUR PLAN
Once you are comfortable with the plan, we will work with you to implement the recommended financial strategies.
We offer a comprehensive portfolio review service designed to keep your financial plans on track over the long term.
Personalised service by expert advisers
Regular portfolio and strategy reviews tailored to your particular needs
Regular newsletters, bulletins and client seminars
Pro-active advice on major tax and financial market developments
Referrals to other trusted professionals, as required
At DFG, you are our highest priority. Please contact our service team to arrange;
Comprehensive Portfolio &/or Tax Reporting
Reporting for Centrelink
Administrative Queries and Services
Appointments with Your Adviser