Space
 

As seen in February’s Profile Magazine...

What are you Thinking?

At 25, individuals want everything and think they can achieve it.  Most people spend more time deciding on what TV to buy than they do relating to their future finances.

At 45, individuals come into peak earnings potential but start to manage their expectations.

At 65, individuals don't want to be rich - they just want financial security.

No matter what stage of life you are in, dbsn group have the experience and expertise to benefit you.

How dbsn group can help you through different life stages

  • Young adults

              *  Establishing achievable life goals and strategies

  • First Home Buyers

              *  Developing budgeting skills

  • Newlyweds

              *  Devising a savings/borrowing strategy to achieve home ownership in your desired time frame

  • 30-something

              Developing a savings and investment plan to build long term wealth

              *  Advice on preparing for the cost of raising children

              Ensuring all assets are adequately protected

  • 40's & 50's

              *  Tailored strategies to help build a retirement nest egg

              *  Building other assets outside the family home and superannuation

  • Pre-retirement

              *  Asset Management and strategies to minimise tax while maximising government entitlements

              Recommending investment strategies to maximise capital growth and regular income from retirement assets

              Succession planning/Exit Strategy for business owners

  • Retirement

              *  Maintaining investment strategies throughout retirement to protect and preserve capital

              Estate planning - minimise tax and live the retirement you wish for

Until 28 February 2010, dbsn group is offering you a complimentary "Kick Start 2010" consultation - a 60 minute personal workshop to identify how we can work with you to build your wealth and achieve your personal and professional goals.  Contact Melissa Austin or Jodee Byrne on (07) 5443 5977.

 




Jodee Byrne, Associate Melissa Austin, Associate


Tel: 07 5443 5977

www.dbsngroup.com.au ask@dbsngroup.com.au

Your financial success is our business, it is simpler than you think.

Updated on 1 February 2010

News Headlines

dbsn group Adopts a Family for Christmas - 4 December 2009

For the fifth consecutive year, the dbsn group team have pulled together to provide a local Coast family with donations to make their Christmas a more special and memorable one.

Are your workplace and employment obligations changing? - 26 November 2009

1 January 2010 will see the introduction of the Fair Work Act and various Workplace Relations Legislative changes.

dbsn group supports Day for Daniel - 30 October 2009

dbsn group was pround to support Day for Daniel on the 30th October 2009
dbsn group

Our Information

Maroochydore
35 Dalton Drive,
Maroochydore, QLD 4558
T 07 5443 5977
F 07 5443 7833

Caloundra
Shop 8 Henzells Plaza,
49 Bulcock Street,
CALOUNDRA QLD 4551
T 07 5341 8508
F 07 5341 8506
 

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