dbsn wealth believes that financial advice is not just about facts and figures - it is about people, lifestyle, personal goals and choices. Not every individual's financial needs are the same.
Your peace of mind and financial success is dependent upon taking control and following a plan. Such a plan must be tailored to your personal circumstances and your business and lifestyle objectives. The plan must be executed with utmost care to maximise wealth creation and ensure the protection of your financial success.
dbsn group as a firm, offers a holistic and solution based approach to all of your business advisory needs. Dbsn wealth, our financial planning division, works closely with our business services team to ensure that your financial plan works from a wealth creation point of view and a taxation point of view.
We regularly hold meetings with you, your dbsn financial planner and your dbsn accountant. This means that you can have confidence in knowing that you have one optimised strategy - rather than several potentially conflicting ones. An "end to end" service.
dbsn wealth is part of the Professional Investment Services (PIS) network. Professional Investment Services Pty Ltd, is an Australian Financial Services Licence holder (Licence No. 234951) and is authorised to carry on a financial services business which includes the provision of financial product advice and dealing in financial products.
Professional Investment Services Head OfficeLevel 14, Corporate Centre OneCorner Bundall Road and Slatyer AvenueBUNDALL QLD 4217A.B.N. 11 074 608 558
What does this mean for you?
It means that dbsn wealth is backed by one of the largest networks of accountants, financial advisers and life insurance brokers in Australia. Through this network, dbsn wealth has access to unlimited amounts of resources and technical support which means you will get the right answer at the right time.
It also means that you can take confidence in knowing that you are dealing with a member of a respected and trusted network of advisors.
The dbsn wealth team includes the folllowing PIS authorised representatives:
- Andrew Buhk (Dip FP, CFP) - PIS Auth Rep 244689
- David O'Keefe (Dip FP/JP Com. Dec [Qld]) - PIS Auth Rep 278182
- Rebecca Rowe (B. Bus, Dip FP) - PIS Auth Rep 310310
dbsn wealth can assist you with the following services:
- Financial Planning and wealth creation
- Personal Insurance Planning
- Retirement Planning
- Gearing Strategies
- Salary Packaging
- Superannuation & Retirement Planning
- Stockbroking Facilities
- Tax Minimisation Strategies
It is essential to maintain regular interaction with your financial adviser during each stage of your life to ensure that your strategy is tailored specifically to suit your current circumstances.
Life Stage
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How a dbsn wealth adviser can help you
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Young adulthood
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- Establishing life goals and strategies to achieve them
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First homebuyers & Newlyweds
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- Developing budgeting skills
- Devising a savings/borrowing strategy to achieve home ownership
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Thirty-something
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- 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
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Forties & Fifties
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- Tailored strategies to build a retirement nest egg
- Building other assets outside the family home
- Superannuation protection against life risk
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Pre-retirement
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- Asset management and strategies to minimise tax while maximising government entitlements
- Recommending investment strategies to maximise capital growth and regular income from retirement assets
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Retirement
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- Fine-tuning investment strategies throughout retirement
- Estate planning
- Advice on tapping into non-financial assets like the family home
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Source: Financial Planning Association
dbsn wealth seek to grow your wealth and improve your lifestyle. Having trust and a close working relationship with your financial planner is paramount to achieving your financial and lifestyle goals.
Contact the dbsn wealth team today to discuss how you can improve your wealth and lifestyle.
Check out the Our Team section of this site to meet our Financial Planning team.
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