Financial Planning Wollongong

Effective financial planning all starts with knowing exactly where you are today in financial terms, and having a clear idea of where you want to be in the future.

With over 20 years experience in developing financial plans, we will help you to develop a customised strategy built around your financial goals, your investment time-frame and your tolerance for taking investment risks.

In formulating your financial plan, Dominion financial planning will;

• Help you define your objectives
• Review your current situation
• Choose appropriate investments
• Assess the need for gearing
• Review superannuation arrangements
• Address tax planning issues
• Identify estate planning issues
• Identify and/or assess your current risk Insurance portfolio needs

Existing Clients

Existing financial planning clients can click to access the Dominion Client Site. You will require a username and password to access your details online. If you don't yet have a username and password apply online.

Clients can now also update contact and personal details online by visiting our client details page. If you require assistance getting started click to view our online client overview.