Dome Financial Group Newcastle

Financial Planning | Retirement Planning | Insurance | Investment | Aged Care | Superannuation | Social Security | Centrelink | SMSF | Financial Advice

DOME is an acronym for our unique four step financial planning process that ensures that your needs are met:

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. Many advisers are more than willing to provide an initial service to you, but they are so busy chasing the next “new client" that they forget about those that continue to need their assistance. At DOME, we pride ourselves on our detailed review process for all clients, offering outstanding service to ensure that the “best laid plans do not go awry”.

Why Choose Dome?

Dome Financial Group is a team of highly skilled professional advisers and administration staff who work together closely with our clients to provide superior planning ideas and advice.

We care about your future and want to be able to provide you with a professional ongoing advice relationship that adds value to your overall financial future.

Our unique planning process allows us to determine your individual circumstances and to tailor advice to your needs and objectives.

Dome Financial Group is committed to making our financial expertise work for you.

Dome Financial Group trading as Dome Financial Services Pty Ltd is An Authorised Representative of Financial Wisdom Limited ABN 70 006 646 108 AFSL 231138

The information contained on this page is for discussion purposes only and is not intended to constitute financial product advice. It does not take into consideration any persons objectives, financial situation or needs. You should consider its appropriateness in light of your circumstances and consider seeking professional advice relevant to your individual before making a decision based on any information on this page.