Dome Financial Group

Financial Planning | Retirement Planning | Insurance | Investment | Aged Care | Superannuation | Centrelink | SMSF | Financial Advice"Caring about your future to give you Financial Confidence"D is for diagnosis – where are you now? This allows us to consider your current position in life (i. e married with mortgage and kids, approaching retirement, already retired, etc) to ensure that we can meet your needs. What do you spend on your basic cost of living? What investments have you currently in place and are these still appropriate? Do you have a will? Are there any necessary expenses that need to be met in the near future? How can you protect what you currently have?O is for objectives – where do you want to be? This considers your goals and aspirations for the future, and the discussions are centred on what you plan to do with your time once you decide to stop working full-time. Do you want to travel? How much income would you like to receive in retirement? What risks are you prepared to take (if any) to ensure your objectives can be met? Do you want to receive a Centrelink benefit (and will you qualify)?M is for method – how can we get you there? This is our plan. It takes all of the information gathered in the first two steps and brings this together into a detailed financial plan that is unique to your circumstances. Your plan will take into account all of your objectives, provide you with a recommended strategy to meet those objectives, recommend specific investments to achieve the strategy (not the other way around), provide you with estimates of your income in retirement, and cost out the value of our services over time. E is for evaluation – are you still on track? This is the most important part of the financial plan – the review process. We pride ourselves on our detailed review process for all clients, to ensure that the "best laid plans do not go awry".
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Employee Count: 8
Keywords: financial services