When seeking professional financial advice, one of the most important things is that you trust the person you are dealing with and feel that they have a real understanding of your specific, individual needs.
Only an independent Financial Adviser can give completely unbiased and conflict free opinions which means you get the right advice for you without being pushed into making decisions that line the pockets of the Financial Planner and that of his/her affiliates. Independent advisors are not affiliated with any banks or product manufacturers, don’t receive any commissions (insurance commissions for example) and cannot charge asset based fees, giving you peace of mind when making those big financial decisions.
When you use the services of a local and independent Financial Planner, you are getting a one on one, personalised service with someone who understands the local cost of living, housing and housing availability which comes in handy if you are considering purchasing a new home or buying an investment property as they have a better understanding of the area. It gives you a greater chance of hearing genuine word of mouth from people in the area who have used their services in the past and means you have easy access when going in for follow up appointments and ongoing meetings. All these reasons and more makes D+M Financials the only choice in financial planning in Melbourne.
Located in Beaconsfield, D+M Financial Services are a proudly local and independent team servicing Beaconsfield, Berwick, Pakenham, Clyde, Clyde North and surrounding areas. Our knowledge and experience has gained us a great reputation as a trustworthy company that locals can count on.
If you have any questions about our services or to find out how we can help you achieve your financial goals, contact us today!